LEM Holding SA

SWX:LEHN 주식 리포트

시가총액: CHF 378.6m

LEM Holding 과거 순이익 실적

과거 기준 점검 0/6

LEM Holding의 수입은 연평균 -22.5%의 비율로 감소해 온 반면, Electronic 산업은 수입이 연평균 6.8% 감소했습니다. 매출은 연평균 0.9%의 비율로 감소해 왔습니다. LEM Holding의 자기자본이익률은 6.4%이고 순이익률은 2.8%입니다.

핵심 정보

-22.50%

순이익 성장률

-28.50%

주당순이익(EPS) 성장률

Electronic 산업 성장률10.05%
매출 성장률-0.92%
자기자본이익률6.39%
순이익률2.84%
다음 순이익 업데이트26 May 2026

최근 과거 실적 업데이트

분석 기사 Jun 02

LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...

Recent updates

내러티브 업데이트 Apr 27

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside

Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).
내러티브 업데이트 Apr 13

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
내러티브 업데이트 Mar 30

LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).
내러티브 업데이트 Mar 15

LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside

Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
새로운 내러티브 Mar 01

Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Mar 01

LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside

Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.
새로운 내러티브 Feb 15

Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 15

LEHN: Raised Earnings Guidance And Efficiency Gains Will Support Future Upside

Analysts have reset their price target for LEM Holding to CHF 379 from CHF 765. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, lower profit margins and a reduced future P/E multiple.
분석 기사 Nov 13

Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...
분석 기사 Nov 05

LEM Holding SA's (VTX:LEHN) Popularity With Investors Is Clear

With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Electronic industry in Switzerland, you could be...
내러티브 업데이트 Nov 03

LEHN: Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Narrative Update on LEM Holding Analysts have maintained their fair value estimate for LEM Holding at CHF 765.00. This reflects stable expectations and minimal recent shifts in key financial assumptions.
내러티브 업데이트 Oct 20

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Analysts have lowered their price target for LEM Holding from CHF 851.67 to CHF 765.00. They cited slightly reduced expectations for revenue growth and profit margins as key factors behind the adjustment.
분석 기사 Oct 01

Returns On Capital Signal Tricky Times Ahead For LEM Holding (VTX:LEHN)

Finding 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 Sep 02

We Think LEM Holding (VTX:LEHN) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Aug 06

LEM Holding SA's (VTX:LEHN) Popularity With Investors Under Threat As Stock Sinks 26%

SWX:LEHN 1 Year Share Price vs Fair Value Explore LEM Holding's Fair Values from the Community and select yours LEM...
분석 기사 Aug 01

LEM Holding SA (VTX:LEHN) Just Reported Earnings, And Analysts Cut Their Target Price

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 25% in the week since its...
분석 기사 Jun 20

We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...
분석 기사 Jun 02

LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...
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새로운 내러티브 Mar 19

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Strategic expansion and R&D investments aim to improve competitiveness, revenue, and cost efficiency, enhancing margins and profitability.
분석 기사 Nov 16

LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
분석 기사 Nov 14

LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 24% in the week since its...
분석 기사 Nov 13

Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%

LEM Holding SA ( VTX:LEHN ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
분석 기사 Aug 01

News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
분석 기사 Jul 31

LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 14% to CHF1,228 in the...
분석 기사 Jul 15

Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,689 based on 2 Stage Free Cash Flow to Equity LEM...
분석 기사 Jun 21

Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...
분석 기사 Jun 02

Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers

Today is shaping up negative for LEM Holding SA ( VTX:LEHN ) shareholders, with the analysts delivering a substantial...
분석 기사 Jun 01

Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts

LEM Holding SA ( VTX:LEHN ) missed earnings with its latest annual results, disappointing overly-optimistic...
분석 기사 Apr 13

Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,813 based on 2 Stage Free Cash Flow to Equity With...
분석 기사 Mar 13

Is LEM Holding (VTX:LEHN) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jan 19

At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?

While LEM Holding SA ( VTX:LEHN ) might not have the largest market cap around , it saw a decent share price growth of...
분석 기사 Jan 04

Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
분석 기사 Dec 05

A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,683 based on 2 Stage Free Cash Flow to Equity LEM Holding's...
분석 기사 Oct 25

LEM Holding (VTX:LEHN) Might Become A Compounding Machine

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
분석 기사 Oct 10

Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?

LEM Holding SA ( VTX:LEHN ), is not the largest company out there, but it received a lot of attention from a...
분석 기사 Sep 01

Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,786 based on 2 Stage Free Cash Flow to Equity With CHF1,992...
분석 기사 Jul 17

Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
분석 기사 Jul 03

LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00

LEM Holding SA ( VTX:LEHN ) will increase its dividend from last year's comparable payment on the 6th of July to...
분석 기사 Jun 23

Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jun 09

Does LEM Holding (VTX:LEHN) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 May 27

Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

LEM Holding SA ( VTX:LEHN ), might not be a large cap stock, but it saw significant share price movement during recent...

매출 및 비용 세부 내역

LEM Holding가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

SWX:LEHN 매출, 비용 및 순이익 (CHF Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 2529486429
30 Sep 2529976631
30 Jun 2530266834
31 Mar 2530787135
31 Dec 24320227435
30 Sep 24339317634
30 Jun 24374507635
31 Mar 24406657434
31 Dec 23421757233
30 Sep 23432847233
30 Jun 23428817032
31 Mar 23406756832
31 Dec 22399746029
30 Sep 22388726331
30 Jun 22371706130
31 Mar 22373726029
31 Dec 21358735328
30 Sep 21341675630
30 Jun 21320625329
31 Mar 21301565328
31 Dec 20290455226
30 Sep 20293595327
30 Jun 20300585528
31 Mar 20308615728
31 Dec 19312655429
30 Sep 19312505429
30 Jun 19316535428
31 Mar 19322525428
31 Dec 18321545727
30 Sep 18318555624
30 Jun 18313545623
31 Mar 18301545521
31 Dec 17292505216
30 Sep 17284495318
30 Jun 17274475317
31 Mar 17265455216
31 Dec 16261455315
30 Sep 16263465115
30 Jun 16267455315
31 Mar 16261435315
31 Dec 15260415315
30 Sep 15258415315
30 Jun 15254415015

양질의 수익: LEHN는 CHF9.2M 규모의 큰 일회성 손실이 있어 31st December, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: LEHN의 현재 순 이익률 (2.8%)은 지난해 (6.9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: LEHN의 수익은 지난 5년 동안 연평균 22.5% 감소했습니다.

성장 가속화: LEHN은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: LEHN은 지난 1년 동안 수익이 감소(-61.9%)하여 Electronic 업계 평균(-44.6%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: LEHN의 자본 수익률(6.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 17:42
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/03/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

LEM Holding SA는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gerhard OrgonasBerenberg
Lucas GlemserBerenberg
Reto HuberResearch Partners AG