View ValuationSogeclair 향후 성장Future 기준 점검 0/6Sogeclair의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Aerospace & Defense 이익 성장27.1%매출 성장률3.5%향후 자기자본이익률12.20%애널리스트 커버리지Low마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Mar 14Sogeclair SA, Annual General Meeting, May 12, 2026Sogeclair SA, Annual General Meeting, May 12, 2026.공시 • Mar 12Sogeclair Sa Proposes Dividend for the Year Ended December 31, 2026On March 10, 2026, the Board of Directors of Sogeclair SA decided to propose a dividend of €1.00 per share, an increase of 4.2% for the year ended December 31, 2026, to the Annual General Meeting of May 12, 2026.공시 • Jan 28Sogeclair SA to Report Fiscal Year 2025 Results on Mar 11, 2026Sogeclair SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026공시 • Oct 29Sogeclair SA to Report Q4, 2025 Results on Jan 28, 2026Sogeclair SA announced that they will report Q4, 2025 results After-Market on Jan 28, 2026공시 • Apr 09Sogeclair SA, Annual General Meeting, May 15, 2025Sogeclair SA, Annual General Meeting, May 15, 2025. Location: zone aeroportuaire, 7 avenue albert durand, blagnac France공시 • Mar 13Sogeclair SA Proposes DividendOn March 10, 2025, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.96 per share, an increase of 2.1%, to the Annual General Meeting of May 15th, 2024.공시 • Jan 30Sogeclair SA to Report Fiscal Year 2024 Results on Mar 12, 2025Sogeclair SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025공시 • Dec 21Sogeclair SA Announces Board ChangesSogeclair SA announced the company’s board of directors has decided to make the following changes, effective on January 6, 2025: Alexandre ROBARDEY is appointed chairman of the board of directors. Alexandre ROBARDEY, a lawyer and asset manager, is a graduate of the IFA and joined the Board of Directors in 2020. His appointment makes him the third generation of the Robardey family (65% shareholder in the Group) to hold the position of Chairman of the Board. Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee.공시 • Dec 20Sogeclair SA Announces CEO ChangesSogeclair SA announced the appointment of Philippe BREL as Chief Executive Officer of the Group, effective 6 January 2025 He succeeds Olivier Pedron. Philippe BREL, training engineer, has extensive experience in the aerospace and defense sectors, both in France and the United States. His career as Industrial Director, Director of Business Units for major groups and Chairman of the Management Board of a listed ETI will enable the Group to support customers and teams in achieving operational excellence. His background in a family-run business, and the good financial results to his credit, are all assets that will enable Sogeclair to achieve the objectives set out in the Sogeclair 2030 plan (turnover: 250M€, EBITDA: 12%, Free-cash Flow: 5%). Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee. Philippe BREL's background is rich in engineering training, operational management of design offices and production units, and general management of subsidiaries of major groups, SMEs and a family-owned ETI.Reported Earnings • Sep 29First half 2024 earnings released: €0.29 loss per share (vs €0.21 loss in 1H 2023)First half 2024 results: €0.29 loss per share (further deteriorated from €0.21 loss in 1H 2023). Revenue: €79.1m (up 9.0% from 1H 2023). Net loss: €889.0k (loss widened 39% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Germany.New Risk • Sep 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Market cap is less than US$100m (€58.1m market cap, or US$64.7m).New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (92% payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (€61.0m market cap, or US$67.6m).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €23.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 28% over the past year.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €18.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 1.3% over the past year.Upcoming Dividend • May 10Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).Declared Dividend • Apr 15Dividend increased to €0.94Dividend of €0.94 is 4.4% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is covered by cash flows (73% cash payout ratio). The dividend has increased by an average of 6.5% 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 grow by 36% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €148.0m (up 9.7% from FY 2022). Net income: €3.10m (up 57% from FY 2022). Profit margin: 2.1% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany.공시 • Mar 14+ 1 more updateSogeclair SA Proposes Dividend for the Year Ended December 31, 2023On March 07, 2024, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.94 per share for the year ended December 31, 2023, an increase of 4.4%, to the Annual General Meeting of May 14, 2024.공시 • Jan 19+ 1 more updateSogeclair SA to Report First Half, 2024 Results on Sep 04, 2024Sogeclair SA announced that they will report first half, 2024 results on Sep 04, 2024Reported Earnings • Oct 05First half 2023 earnings released: €0.21 loss per share (vs €0.30 loss in 1H 2022)First half 2023 results: €0.21 loss per share (improved from €0.30 loss in 1H 2022). Revenue: €72.6m (up 7.4% from 1H 2022). Net loss: €640.0k (loss narrowed 30% from 1H 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Aerospace & Defense industry in Germany.공시 • May 12Sogeclair Appoints Olivier Pedron as Managing DirectorSOGECLAIR announced that the General Assembly of May 11, 2023 has approved the appointment of Olivier Pedron to the position of Managing Director of SOGECLAIR. Philippe Robardey remains Chairman of the Board of Directors. Olivier Pedron has a solid experience combining strategic vision and operational know-how. Olivier Pedron, 46, graduated from the Ecole Spéciale Militaire de Saint-Cyr with a major in international relations, holds a Master's degree in strategy from the University of Paris Sorbonne and an MBA from the Instituto de Empresa in Madrid. He began his career as an officer and helicopter pilot in the French Army. He joined Rockwell Collins in 2011 where he held various positions in the strategic and commercial departments. In 2019, he became President and Managing Director of Rockwell Collins France, as well as of L'Hotellier in 2020. During his career, Olivier Pedron has led ambitious development projects, in France and internationally, while deploying profitable growth mechanisms. Philippe Robardey's mandate as Managing Director, which he had held since 23 May 2003, came to an end at the end of the SOGECLAIR General Meeting. Since 1984, within the family business, he has led large-scale structuring projects such as the listing on the Paris Stock Exchange in 1998 or the development of the company internationally (from 0 to 50% of the turnover) via establishments in Europe, North Africa, North America and Asia-Pacific. He has also been willing to join forces with partners in French industry such as Dassault Systèmes, UTAC, Renault Group, Mecachrome and Addup (joint venture between Fives and Michelin). Under his leadership, SOGECLAIR has been able to adapt to economic, commercial, societal and environmental challenges while remaining faithful to the values of the Group and its founding family.Upcoming Dividend • May 08Upcoming dividend of €0.90 per share at 4.6% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: €144.0m (up 19% from FY 2021). Net income: €1.98m (down 25% from FY 2021). Profit margin: 1.4% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.40, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total loss to shareholders of 17% over the past year.공시 • Nov 26+ 1 more updateSogeclair SA to Report First Half, 2023 Results on Sep 06, 2023Sogeclair SA announced that they will report first half, 2023 results on Sep 06, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Aerospace & Defense industry in Germany.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 24Full year 2021 earnings released: EPS: €0.86 (vs €4.84 loss in FY 2020)Full year 2021 results: EPS: €0.86 (up from €4.84 loss in FY 2020). Revenue: €121.0m (down 1.6% from FY 2020). Net income: €2.65m (up €17.0m from FY 2020). Profit margin: 2.2% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 5.7%, compared to a 22% growth forecast for the industry in Germany.Board Change • Dec 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:2U0 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028177N/A1618112/31/2027169N/A1517112/31/2026161N/A911112/31/202516061719N/A9/30/202515951819N/A6/30/202515851920N/A3/31/202515851719N/A12/31/202415741517N/A9/30/202415641012N/A6/30/2024155357N/A3/31/2024151346N/A12/31/2023148346N/A9/30/2023144312N/A6/30/20231402-2-2N/A3/31/20231372-2-1N/A12/31/20221352-20N/A9/30/20221323-4-3N/A6/30/20221303-50N/A3/31/20221253-41N/A12/31/20211213-2-1N/A9/30/2021117159N/A6/30/202111301316N/A3/31/2021118-71721N/A12/31/2020123-142226N/A9/30/2020143-121922N/A6/30/2020163-101619N/A3/31/2020174-31014N/A12/31/2019185559N/A9/30/20191805N/A6N/A6/30/20191745N/A4N/A3/31/20191676N/A2N/A12/31/20181596N/A0N/A9/30/20181546N/A2N/A6/30/20181495N/A4N/A3/31/20181485N/A6N/A12/31/20171476N/A8N/A9/30/20171456N/A9N/A6/30/20171436N/A10N/A3/31/20171406N/A9N/A12/31/20161376N/A8N/A9/30/20161345N/A4N/A6/30/20161314N/A1N/A3/31/20161293N/A0N/A12/31/20151282N/A-1N/A9/30/20151262N/A2N/A6/30/20151253N/A4N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2U0 의 예상 수익 증가율이 절약률(1.9%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 2U0 의 수익이 German 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 2U0 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 2U0 의 수익(연간 3.5%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2U0 의 수익(연간 3.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2U0의 자본 수익률은 3년 후 12.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 03:43종가2026/05/22 00:00수익2025/12/31연간 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 소스Sogeclair SA는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kim-Anh BassotCIC Market Solutions (ESN)Emmanuel ParotGilbert DupontClement VignardGilbert Dupont2명의 분석가 더 보기
Board Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Mar 14Sogeclair SA, Annual General Meeting, May 12, 2026Sogeclair SA, Annual General Meeting, May 12, 2026.
공시 • Mar 12Sogeclair Sa Proposes Dividend for the Year Ended December 31, 2026On March 10, 2026, the Board of Directors of Sogeclair SA decided to propose a dividend of €1.00 per share, an increase of 4.2% for the year ended December 31, 2026, to the Annual General Meeting of May 12, 2026.
공시 • Jan 28Sogeclair SA to Report Fiscal Year 2025 Results on Mar 11, 2026Sogeclair SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
공시 • Oct 29Sogeclair SA to Report Q4, 2025 Results on Jan 28, 2026Sogeclair SA announced that they will report Q4, 2025 results After-Market on Jan 28, 2026
공시 • Apr 09Sogeclair SA, Annual General Meeting, May 15, 2025Sogeclair SA, Annual General Meeting, May 15, 2025. Location: zone aeroportuaire, 7 avenue albert durand, blagnac France
공시 • Mar 13Sogeclair SA Proposes DividendOn March 10, 2025, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.96 per share, an increase of 2.1%, to the Annual General Meeting of May 15th, 2024.
공시 • Jan 30Sogeclair SA to Report Fiscal Year 2024 Results on Mar 12, 2025Sogeclair SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025
공시 • Dec 21Sogeclair SA Announces Board ChangesSogeclair SA announced the company’s board of directors has decided to make the following changes, effective on January 6, 2025: Alexandre ROBARDEY is appointed chairman of the board of directors. Alexandre ROBARDEY, a lawyer and asset manager, is a graduate of the IFA and joined the Board of Directors in 2020. His appointment makes him the third generation of the Robardey family (65% shareholder in the Group) to hold the position of Chairman of the Board. Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee.
공시 • Dec 20Sogeclair SA Announces CEO ChangesSogeclair SA announced the appointment of Philippe BREL as Chief Executive Officer of the Group, effective 6 January 2025 He succeeds Olivier Pedron. Philippe BREL, training engineer, has extensive experience in the aerospace and defense sectors, both in France and the United States. His career as Industrial Director, Director of Business Units for major groups and Chairman of the Management Board of a listed ETI will enable the Group to support customers and teams in achieving operational excellence. His background in a family-run business, and the good financial results to his credit, are all assets that will enable Sogeclair to achieve the objectives set out in the Sogeclair 2030 plan (turnover: 250M€, EBITDA: 12%, Free-cash Flow: 5%). Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee. Philippe BREL's background is rich in engineering training, operational management of design offices and production units, and general management of subsidiaries of major groups, SMEs and a family-owned ETI.
Reported Earnings • Sep 29First half 2024 earnings released: €0.29 loss per share (vs €0.21 loss in 1H 2023)First half 2024 results: €0.29 loss per share (further deteriorated from €0.21 loss in 1H 2023). Revenue: €79.1m (up 9.0% from 1H 2023). Net loss: €889.0k (loss widened 39% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Germany.
New Risk • Sep 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Market cap is less than US$100m (€58.1m market cap, or US$64.7m).
New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (92% payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (€61.0m market cap, or US$67.6m).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €23.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 28% over the past year.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €18.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 1.3% over the past year.
Upcoming Dividend • May 10Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).
Declared Dividend • Apr 15Dividend increased to €0.94Dividend of €0.94 is 4.4% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is covered by cash flows (73% cash payout ratio). The dividend has increased by an average of 6.5% 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 grow by 36% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €148.0m (up 9.7% from FY 2022). Net income: €3.10m (up 57% from FY 2022). Profit margin: 2.1% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany.
공시 • Mar 14+ 1 more updateSogeclair SA Proposes Dividend for the Year Ended December 31, 2023On March 07, 2024, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.94 per share for the year ended December 31, 2023, an increase of 4.4%, to the Annual General Meeting of May 14, 2024.
공시 • Jan 19+ 1 more updateSogeclair SA to Report First Half, 2024 Results on Sep 04, 2024Sogeclair SA announced that they will report first half, 2024 results on Sep 04, 2024
Reported Earnings • Oct 05First half 2023 earnings released: €0.21 loss per share (vs €0.30 loss in 1H 2022)First half 2023 results: €0.21 loss per share (improved from €0.30 loss in 1H 2022). Revenue: €72.6m (up 7.4% from 1H 2022). Net loss: €640.0k (loss narrowed 30% from 1H 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Aerospace & Defense industry in Germany.
공시 • May 12Sogeclair Appoints Olivier Pedron as Managing DirectorSOGECLAIR announced that the General Assembly of May 11, 2023 has approved the appointment of Olivier Pedron to the position of Managing Director of SOGECLAIR. Philippe Robardey remains Chairman of the Board of Directors. Olivier Pedron has a solid experience combining strategic vision and operational know-how. Olivier Pedron, 46, graduated from the Ecole Spéciale Militaire de Saint-Cyr with a major in international relations, holds a Master's degree in strategy from the University of Paris Sorbonne and an MBA from the Instituto de Empresa in Madrid. He began his career as an officer and helicopter pilot in the French Army. He joined Rockwell Collins in 2011 where he held various positions in the strategic and commercial departments. In 2019, he became President and Managing Director of Rockwell Collins France, as well as of L'Hotellier in 2020. During his career, Olivier Pedron has led ambitious development projects, in France and internationally, while deploying profitable growth mechanisms. Philippe Robardey's mandate as Managing Director, which he had held since 23 May 2003, came to an end at the end of the SOGECLAIR General Meeting. Since 1984, within the family business, he has led large-scale structuring projects such as the listing on the Paris Stock Exchange in 1998 or the development of the company internationally (from 0 to 50% of the turnover) via establishments in Europe, North Africa, North America and Asia-Pacific. He has also been willing to join forces with partners in French industry such as Dassault Systèmes, UTAC, Renault Group, Mecachrome and Addup (joint venture between Fives and Michelin). Under his leadership, SOGECLAIR has been able to adapt to economic, commercial, societal and environmental challenges while remaining faithful to the values of the Group and its founding family.
Upcoming Dividend • May 08Upcoming dividend of €0.90 per share at 4.6% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: €144.0m (up 19% from FY 2021). Net income: €1.98m (down 25% from FY 2021). Profit margin: 1.4% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.40, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total loss to shareholders of 17% over the past year.
공시 • Nov 26+ 1 more updateSogeclair SA to Report First Half, 2023 Results on Sep 06, 2023Sogeclair SA announced that they will report first half, 2023 results on Sep 06, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Aerospace & Defense industry in Germany.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 24Full year 2021 earnings released: EPS: €0.86 (vs €4.84 loss in FY 2020)Full year 2021 results: EPS: €0.86 (up from €4.84 loss in FY 2020). Revenue: €121.0m (down 1.6% from FY 2020). Net income: €2.65m (up €17.0m from FY 2020). Profit margin: 2.2% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 5.7%, compared to a 22% growth forecast for the industry in Germany.
Board Change • Dec 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.