View Future GrowthSchaffer 과거 순이익 실적과거 기준 점검 1/6Schaffer의 수입은 연평균 -9.4%의 비율로 감소해 온 반면, Auto Components 산업은 수입이 연평균 3.4% 감소했습니다. 매출은 연평균 6.5%의 비율로 증가해 왔습니다. Schaffer의 자기자본이익률은 7.7%이고 순이익률은 7.8%입니다.핵심 정보-9.38%순이익 성장률-9.24%주당순이익(EPS) 성장률Auto Components 산업 성장률15.58%매출 성장률6.50%자기자본이익률7.74%순이익률7.82%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Feb 20First half 2026 earnings released: EPS: AU$0.37 (vs AU$0.94 in 1H 2025)First half 2026 results: EPS: AU$0.37 (down from AU$0.94 in 1H 2025). Revenue: AU$93.5m (down 17% from 1H 2025). Net income: AU$4.98m (down 61% from 1H 2025). Profit margin: 5.3% (down from 11% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 30Weak Statutory Earnings May Not Tell The Whole Story For Schaffer (ASX:SFC)Schaffer Corporation Limited's ( ASX:SFC ) recent weak earnings report didn't cause a big stock movement. However, we...Reported Earnings • Sep 28Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Aug 20Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Feb 21First half 2025 earnings released: EPS: AU$0.94 (vs AU$0.65 in 1H 2024)First half 2025 results: EPS: AU$0.94 (up from AU$0.65 in 1H 2024). Revenue: AU$112.3m (flat on 1H 2024). Net income: AU$12.7m (up 44% from 1H 2024). Profit margin: 11% (up from 7.8% in 1H 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.분석 기사 • Oct 07There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) EarningsDespite posting some strong earnings, the market for Schaffer Corporation Limited's ( ASX:SFC ) stock hasn't moved...모든 업데이트 보기Recent updatesRecent Insider Transactions • Apr 09Chairman & MD recently bought AU$56k worth of stockOn the 1st of April, John Schaffer bought around 3k shares on-market at roughly AU$18.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$60k. This was John's only on-market trade for the last 12 months.Reported Earnings • Feb 20First half 2026 earnings released: EPS: AU$0.37 (vs AU$0.94 in 1H 2025)First half 2026 results: EPS: AU$0.37 (down from AU$0.94 in 1H 2025). Revenue: AU$93.5m (down 17% from 1H 2025). Net income: AU$4.98m (down 61% from 1H 2025). Profit margin: 5.3% (down from 11% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Feb 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.8% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.8% net profit margin).Recent Insider Transactions • Jan 19Non-Executive Independent Director recently bought AU$60k worth of stockOn the 13th of January, David Schwartz bought around 3k shares on-market at roughly AU$20.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$98k. Insiders have collectively bought AU$287k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 28Non-Executive Independent Director recently bought AU$98k worth of stockOn the 20th of November, David Schwartz bought around 5k shares on-market at roughly AU$19.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$264k more in shares than they have sold in the last 12 months.공시 • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australia분석 기사 • Sep 30Weak Statutory Earnings May Not Tell The Whole Story For Schaffer (ASX:SFC)Schaffer Corporation Limited's ( ASX:SFC ) recent weak earnings report didn't cause a big stock movement. However, we...Reported Earnings • Sep 28Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.공시 • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$103k worth of stockOn the 22nd of August, David Schwartz bought around 5k shares on-market at roughly AU$20.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$323k more in shares than they have sold in the last 12 months.공시 • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.Declared Dividend • Aug 22Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Reported Earnings • Aug 20Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.분석 기사 • Feb 21Schaffer (ASX:SFC) Has Announced A Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 14th of March...Reported Earnings • Feb 21First half 2025 earnings released: EPS: AU$0.94 (vs AU$0.65 in 1H 2024)First half 2025 results: EPS: AU$0.94 (up from AU$0.65 in 1H 2024). Revenue: AU$112.3m (flat on 1H 2024). Net income: AU$12.7m (up 44% from 1H 2024). Profit margin: 11% (up from 7.8% in 1H 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.Recent Insider Transactions • Jan 15Non-Executive Independent Director recently bought AU$63k worth of stockOn the 8th of January, David Schwartz bought around 3k shares on-market at roughly AU$21.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$369k more in shares than they have sold in the last 12 months.공시 • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, Australia분석 기사 • Oct 07There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) EarningsDespite posting some strong earnings, the market for Schaffer Corporation Limited's ( ASX:SFC ) stock hasn't moved...Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.분석 기사 • Aug 26Schaffer's (ASX:SFC) Dividend Will Be A$0.45Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on the 20th of...New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.공시 • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Feb 29Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.New Risk • Feb 22New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.1% net profit margin).Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.공시 • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.45 per share at 5.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Payout ratio is on the higher end at 90% but the company is not cash flow positive. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.2%).분석 기사 • Aug 27Schaffer (ASX:SFC) Is Due To Pay A Dividend Of A$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on...공시 • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$1.00 (vs AU$1.91 in FY 2022)Full year 2023 results: EPS: AU$1.00 (down from AU$1.91 in FY 2022). Revenue: AU$183.6m (up 7.8% from FY 2022). Net income: AU$13.6m (down 48% from FY 2022). Profit margin: 7.4% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.6% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 23Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022, at 11:30 W. Australia Standard Time. Location: at Pagoda Resort and Spa, 112 Melville Parade Como Western Australia Australia Agenda: To provide a further update on the outlook for the 2023 financial year.Recent Insider Transactions • Sep 10Chairman & MD recently bought AU$151k worth of stockOn the 7th of September, John Schaffer bought around 8k shares on-market at roughly AU$18.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Upcoming Dividend • Sep 01Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 47% and the cash payout ratio is 84%. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (2.3%).분석 기사 • Aug 26Schaffer (ASX:SFC) Has Affirmed Its Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 23rd of...Reported Earnings • Aug 25Full year 2022 earnings released: EPS: AU$1.91 (vs AU$2.85 in FY 2021)Full year 2022 results: EPS: AU$1.91 (down from AU$2.85 in FY 2021). Revenue: AU$170.4m (down 13% from FY 2021). Net income: AU$26.2m (down 33% from FY 2021). Profit margin: 15% (down from 20% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.공시 • Aug 24Schaffer Corporation Limited Announces Dividend for the Six Months Ended June 30, 2022, Payable on September 23, 2022Schaffer Corporation Limited announced dividend for the six months ended June 30, 2022. For the six months, the company reported dividend of AUD 0.45000000 with Record Date 9 September, 2022; Ex Date 8 September, 2022 and Payment Date to be 23 September, 2022.Recent Insider Transactions • May 03Non-Executive Independent Director recently bought AU$203k worth of stockOn the 26th of April, David Schwartz bought around 10k shares on-market at roughly AU$20.31 per share. In the last 3 months, they made an even bigger purchase worth AU$364k. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 05Non-Executive Independent Director recently bought AU$193k worth of stockOn the 2nd of March, David Schwartz bought around 10k shares on-market at roughly AU$19.98 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$471k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 25First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 3.9%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.분석 기사 • Feb 25Schaffer (ASX:SFC) Has Re-Affirmed Its Dividend Of AU$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of AU$0.45 per share on...공시 • Feb 24Schaffer Corporation Limited Declares Ordinary Dividend for the Six Months Ended December 31, 2021, Payable on March 11, 2022Schaffer Corporation Limited declared ordinary dividend of AUD 0.45000000 for the six months ended December 31, 2021. The record date is on March 4, 2022, ex date is on March 3, 2022 and payable date is on March 11, 2022.Reported Earnings • Sep 18Full year 2021 earnings released: EPS AU$2.85 (vs AU$1.72 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$196.3m (up 26% from FY 2020). Net income: AU$38.8m (up 65% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 26Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (2.0%).Recent Insider Transactions • Aug 25Non-Executive Independent Director recently bought AU$204k worth of stockOn the 23rd of August, David Schwartz bought around 10k shares on-market at roughly AU$21.44 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$334k more in shares than they have sold in the last 12 months.분석 기사 • Aug 20Schaffer (ASX:SFC) Is Paying Out A Larger Dividend Than Last YearSchaffer Corporation Limited's ( ASX:SFC ) dividend will be increasing to AU$0.45 on 17th of September. This will take...분석 기사 • May 10Schaffer (ASX:SFC) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Apr 19Is Schaffer (ASX:SFC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 11Should You Be Adding Schaffer (ASX:SFC) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Mar 02New 90-day high: AU$20.22The company is up 13% from its price of AU$17.85 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 12% over the same period.분석 기사 • Feb 27Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Upcoming Dividend?Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...Upcoming Dividend • Feb 25Upcoming Dividend of AU$0.45 Per ShareWill be paid on the 12th of March to those who are registered shareholders by the 4th of March. The trailing yield of 4.0% is below the top quartile of Australian dividend payers (5.2%), but it is higher than industry peers (1.7%).분석 기사 • Feb 20Non-Executive Independent Director David Schwartz Just Bought A Handful Of Shares In Schaffer Corporation Limited (ASX:SFC)Even if it's not a huge purchase, we think it was good to see that David Schwartz, the Non-Executive Independent...Reported Earnings • Feb 20First half 2021 earnings released: EPS AU$1.70 (vs AU$1.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$102.1m (up 10% from 1H 2020). Net income: AU$23.1m (up 66% from 1H 2020). Profit margin: 23% (up from 15% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.Recent Insider Transactions • Feb 20Non-Executive Independent Director recently bought AU$93k worth of stockOn the 12th of February, David Schwartz bought around 5k shares on-market at roughly AU$18.59 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.분석 기사 • Feb 15Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Dividend?Is Schaffer Corporation Limited ( ASX:SFC ) a good dividend stock? How can we tell? Dividend paying companies with...Is New 90 Day High Low • Feb 03New 90-day high: AU$18.95The company is up 20% from its price of AU$15.80 on 05 November 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.분석 기사 • Feb 01Did You Participate In Any Of Schaffer's (ASX:SFC) Incredible 373% Return?When you buy a stock there is always a possibility that it could drop 100%. But when you pick a company that is really...분석 기사 • Jan 19Will the Promising Trends At Schaffer (ASX:SFC) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...분석 기사 • Jan 03We're Not So Sure You Should Rely on Schaffer's (ASX:SFC) Statutory EarningsIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...분석 기사 • Dec 20Schaffer Corporation Limited's (ASX:SFC) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Schaffer's (ASX:SFC) stock increased significantly by 18% over the past three...분석 기사 • Dec 08Schaffer (ASX:SFC) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 04New 90-day high: AU$17.95The company is up 11% from its price of AU$16.20 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 9.0% over the same period.분석 기사 • Nov 26How Does Schaffer's (ASX:SFC) CEO Salary Compare to Peers?John Schaffer has been the CEO of Schaffer Corporation Limited (ASX:SFC) since 1987, and this article will examine the...Is New 90 Day High Low • Nov 18New 90-day high: AU$17.55The company is up 17% from its price of AU$14.95 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period.Reported Earnings • Sep 19Full year earnings released - EPS AU$1.72Over the last 12 months the company has reported total profits of AU$23.6m, up 2.8% from the prior year. Total revenue was AU$155.6m over the last 12 months, down 24% from the prior year. Profit margins were 15%, which is higher than the 11% margin from last year. The increase in margin was driven by lower expenses.매출 및 비용 세부 내역Schaffer가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이ASX:SFC 매출, 비용 및 순이익 (AUD Millions)날짜매출순이익일반관리비연구개발비31 Dec 252111616030 Sep 252202016030 Jun 252302416031 Mar 252282815031 Dec 242263113030 Sep 242262914030 Jun 242262715031 Mar 242202216031 Dec 232131716030 Sep 231981515030 Jun 231841414031 Mar 231821812031 Dec 221812311030 Sep 221762512030 Jun 221702612031 Mar 221692614031 Dec 211672616030 Sep 211823318030 Jun 211964121031 Mar 211813718031 Dec 201653315030 Sep 201602814030 Jun 201562412031 Mar 201732416031 Dec 191902419030 Sep 191972420030 Jun 192042320031 Dec 182172521030 Sep 182222222030 Jun 182271922031 Dec 172171217030 Sep 172031015030 Jun 17189713031 Mar 17193415031 Dec 16197117030 Sep 16205318030 Jun 16214618031 Mar 16199718031 Dec 15185818030 Sep 15171618030 Jun 151574180양질의 수익: SFC는 고품질 수익을 보유하고 있습니다.이익 마진 증가: SFC의 현재 순 이익률 (7.8%)은 지난해 (13.7%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SFC의 수익은 지난 5년 동안 연평균 9.4% 감소했습니다.성장 가속화: SFC은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: SFC은 지난 1년 동안 수익이 감소(-46.7%)하여 Auto Components 업계 평균(-13.3%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: SFC의 자본 수익률(7.7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YAutomobiles 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:28종가2026/05/22 00:00수익2025/12/31연간 수익2025/06/30데이터 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 소스Schaffer Corporation Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Feb 20First half 2026 earnings released: EPS: AU$0.37 (vs AU$0.94 in 1H 2025)First half 2026 results: EPS: AU$0.37 (down from AU$0.94 in 1H 2025). Revenue: AU$93.5m (down 17% from 1H 2025). Net income: AU$4.98m (down 61% from 1H 2025). Profit margin: 5.3% (down from 11% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 30Weak Statutory Earnings May Not Tell The Whole Story For Schaffer (ASX:SFC)Schaffer Corporation Limited's ( ASX:SFC ) recent weak earnings report didn't cause a big stock movement. However, we...
Reported Earnings • Sep 28Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Aug 20Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Feb 21First half 2025 earnings released: EPS: AU$0.94 (vs AU$0.65 in 1H 2024)First half 2025 results: EPS: AU$0.94 (up from AU$0.65 in 1H 2024). Revenue: AU$112.3m (flat on 1H 2024). Net income: AU$12.7m (up 44% from 1H 2024). Profit margin: 11% (up from 7.8% in 1H 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
분석 기사 • Oct 07There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) EarningsDespite posting some strong earnings, the market for Schaffer Corporation Limited's ( ASX:SFC ) stock hasn't moved...
Recent Insider Transactions • Apr 09Chairman & MD recently bought AU$56k worth of stockOn the 1st of April, John Schaffer bought around 3k shares on-market at roughly AU$18.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$60k. This was John's only on-market trade for the last 12 months.
Reported Earnings • Feb 20First half 2026 earnings released: EPS: AU$0.37 (vs AU$0.94 in 1H 2025)First half 2026 results: EPS: AU$0.37 (down from AU$0.94 in 1H 2025). Revenue: AU$93.5m (down 17% from 1H 2025). Net income: AU$4.98m (down 61% from 1H 2025). Profit margin: 5.3% (down from 11% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.8% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.8% net profit margin).
Recent Insider Transactions • Jan 19Non-Executive Independent Director recently bought AU$60k worth of stockOn the 13th of January, David Schwartz bought around 3k shares on-market at roughly AU$20.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$98k. Insiders have collectively bought AU$287k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 28Non-Executive Independent Director recently bought AU$98k worth of stockOn the 20th of November, David Schwartz bought around 5k shares on-market at roughly AU$19.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$264k more in shares than they have sold in the last 12 months.
공시 • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australia
분석 기사 • Sep 30Weak Statutory Earnings May Not Tell The Whole Story For Schaffer (ASX:SFC)Schaffer Corporation Limited's ( ASX:SFC ) recent weak earnings report didn't cause a big stock movement. However, we...
Reported Earnings • Sep 28Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
공시 • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.
Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$103k worth of stockOn the 22nd of August, David Schwartz bought around 5k shares on-market at roughly AU$20.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$323k more in shares than they have sold in the last 12 months.
공시 • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.
Declared Dividend • Aug 22Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Reported Earnings • Aug 20Full year 2025 earnings released: EPS: AU$1.79 (vs AU$1.99 in FY 2024)Full year 2025 results: EPS: AU$1.79 (down from AU$1.99 in FY 2024). Revenue: AU$229.7m (up 1.5% from FY 2024). Net income: AU$24.3m (down 10% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
분석 기사 • Feb 21Schaffer (ASX:SFC) Has Announced A Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 14th of March...
Reported Earnings • Feb 21First half 2025 earnings released: EPS: AU$0.94 (vs AU$0.65 in 1H 2024)First half 2025 results: EPS: AU$0.94 (up from AU$0.65 in 1H 2024). Revenue: AU$112.3m (flat on 1H 2024). Net income: AU$12.7m (up 44% from 1H 2024). Profit margin: 11% (up from 7.8% in 1H 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
Recent Insider Transactions • Jan 15Non-Executive Independent Director recently bought AU$63k worth of stockOn the 8th of January, David Schwartz bought around 3k shares on-market at roughly AU$21.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$369k more in shares than they have sold in the last 12 months.
공시 • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, Australia
분석 기사 • Oct 07There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) EarningsDespite posting some strong earnings, the market for Schaffer Corporation Limited's ( ASX:SFC ) stock hasn't moved...
Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025
Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.
분석 기사 • Aug 26Schaffer's (ASX:SFC) Dividend Will Be A$0.45Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on the 20th of...
New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
공시 • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Feb 29Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.
New Risk • Feb 22New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.1% net profit margin).
Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
공시 • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.45 per share at 5.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Payout ratio is on the higher end at 90% but the company is not cash flow positive. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.2%).
분석 기사 • Aug 27Schaffer (ASX:SFC) Is Due To Pay A Dividend Of A$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of A$0.45 per share on...
공시 • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$1.00 (vs AU$1.91 in FY 2022)Full year 2023 results: EPS: AU$1.00 (down from AU$1.91 in FY 2022). Revenue: AU$183.6m (up 7.8% from FY 2022). Net income: AU$13.6m (down 48% from FY 2022). Profit margin: 7.4% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.6% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 23Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022, at 11:30 W. Australia Standard Time. Location: at Pagoda Resort and Spa, 112 Melville Parade Como Western Australia Australia Agenda: To provide a further update on the outlook for the 2023 financial year.
Recent Insider Transactions • Sep 10Chairman & MD recently bought AU$151k worth of stockOn the 7th of September, John Schaffer bought around 8k shares on-market at roughly AU$18.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 47% and the cash payout ratio is 84%. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (2.3%).
분석 기사 • Aug 26Schaffer (ASX:SFC) Has Affirmed Its Dividend Of A$0.45Schaffer Corporation Limited's ( ASX:SFC ) investors are due to receive a payment of A$0.45 per share on 23rd of...
Reported Earnings • Aug 25Full year 2022 earnings released: EPS: AU$1.91 (vs AU$2.85 in FY 2021)Full year 2022 results: EPS: AU$1.91 (down from AU$2.85 in FY 2021). Revenue: AU$170.4m (down 13% from FY 2021). Net income: AU$26.2m (down 33% from FY 2021). Profit margin: 15% (down from 20% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
공시 • Aug 24Schaffer Corporation Limited Announces Dividend for the Six Months Ended June 30, 2022, Payable on September 23, 2022Schaffer Corporation Limited announced dividend for the six months ended June 30, 2022. For the six months, the company reported dividend of AUD 0.45000000 with Record Date 9 September, 2022; Ex Date 8 September, 2022 and Payment Date to be 23 September, 2022.
Recent Insider Transactions • May 03Non-Executive Independent Director recently bought AU$203k worth of stockOn the 26th of April, David Schwartz bought around 10k shares on-market at roughly AU$20.31 per share. In the last 3 months, they made an even bigger purchase worth AU$364k. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 05Non-Executive Independent Director recently bought AU$193k worth of stockOn the 2nd of March, David Schwartz bought around 10k shares on-market at roughly AU$19.98 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$471k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 25First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 3.9%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
분석 기사 • Feb 25Schaffer (ASX:SFC) Has Re-Affirmed Its Dividend Of AU$0.45The board of Schaffer Corporation Limited ( ASX:SFC ) has announced that it will pay a dividend of AU$0.45 per share on...
공시 • Feb 24Schaffer Corporation Limited Declares Ordinary Dividend for the Six Months Ended December 31, 2021, Payable on March 11, 2022Schaffer Corporation Limited declared ordinary dividend of AUD 0.45000000 for the six months ended December 31, 2021. The record date is on March 4, 2022, ex date is on March 3, 2022 and payable date is on March 11, 2022.
Reported Earnings • Sep 18Full year 2021 earnings released: EPS AU$2.85 (vs AU$1.72 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$196.3m (up 26% from FY 2020). Net income: AU$38.8m (up 65% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 26Upcoming dividend of AU$0.45 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (2.0%).
Recent Insider Transactions • Aug 25Non-Executive Independent Director recently bought AU$204k worth of stockOn the 23rd of August, David Schwartz bought around 10k shares on-market at roughly AU$21.44 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$334k more in shares than they have sold in the last 12 months.
분석 기사 • Aug 20Schaffer (ASX:SFC) Is Paying Out A Larger Dividend Than Last YearSchaffer Corporation Limited's ( ASX:SFC ) dividend will be increasing to AU$0.45 on 17th of September. This will take...
분석 기사 • May 10Schaffer (ASX:SFC) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Apr 19Is Schaffer (ASX:SFC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Mar 11Should You Be Adding Schaffer (ASX:SFC) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Mar 02New 90-day high: AU$20.22The company is up 13% from its price of AU$17.85 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 12% over the same period.
분석 기사 • Feb 27Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Upcoming Dividend?Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Upcoming Dividend • Feb 25Upcoming Dividend of AU$0.45 Per ShareWill be paid on the 12th of March to those who are registered shareholders by the 4th of March. The trailing yield of 4.0% is below the top quartile of Australian dividend payers (5.2%), but it is higher than industry peers (1.7%).
분석 기사 • Feb 20Non-Executive Independent Director David Schwartz Just Bought A Handful Of Shares In Schaffer Corporation Limited (ASX:SFC)Even if it's not a huge purchase, we think it was good to see that David Schwartz, the Non-Executive Independent...
Reported Earnings • Feb 20First half 2021 earnings released: EPS AU$1.70 (vs AU$1.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$102.1m (up 10% from 1H 2020). Net income: AU$23.1m (up 66% from 1H 2020). Profit margin: 23% (up from 15% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.
Recent Insider Transactions • Feb 20Non-Executive Independent Director recently bought AU$93k worth of stockOn the 12th of February, David Schwartz bought around 5k shares on-market at roughly AU$18.59 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
분석 기사 • Feb 15Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Dividend?Is Schaffer Corporation Limited ( ASX:SFC ) a good dividend stock? How can we tell? Dividend paying companies with...
Is New 90 Day High Low • Feb 03New 90-day high: AU$18.95The company is up 20% from its price of AU$15.80 on 05 November 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.
분석 기사 • Feb 01Did You Participate In Any Of Schaffer's (ASX:SFC) Incredible 373% Return?When you buy a stock there is always a possibility that it could drop 100%. But when you pick a company that is really...
분석 기사 • Jan 19Will the Promising Trends At Schaffer (ASX:SFC) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
분석 기사 • Jan 03We're Not So Sure You Should Rely on Schaffer's (ASX:SFC) Statutory EarningsIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
분석 기사 • Dec 20Schaffer Corporation Limited's (ASX:SFC) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Schaffer's (ASX:SFC) stock increased significantly by 18% over the past three...
분석 기사 • Dec 08Schaffer (ASX:SFC) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 04New 90-day high: AU$17.95The company is up 11% from its price of AU$16.20 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 9.0% over the same period.
분석 기사 • Nov 26How Does Schaffer's (ASX:SFC) CEO Salary Compare to Peers?John Schaffer has been the CEO of Schaffer Corporation Limited (ASX:SFC) since 1987, and this article will examine the...
Is New 90 Day High Low • Nov 18New 90-day high: AU$17.55The company is up 17% from its price of AU$14.95 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period.
Reported Earnings • Sep 19Full year earnings released - EPS AU$1.72Over the last 12 months the company has reported total profits of AU$23.6m, up 2.8% from the prior year. Total revenue was AU$155.6m over the last 12 months, down 24% from the prior year. Profit margins were 15%, which is higher than the 11% margin from last year. The increase in margin was driven by lower expenses.