View ValuationInterpump Group 향후 성장Future 기준 점검 1/6Interpump Group (는) 각각 연간 10.1% 및 3.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.3% 로 예상됩니다.핵심 정보10.1%이익 성장률9.36%EPS 성장률Machinery 이익 성장24.8%매출 성장률3.7%향후 자기자본이익률10.35%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: €0.54 (vs €0.53 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (up from €0.53 in 1Q 2025). Revenue: €524.8m (flat on 1Q 2025). Net income: €57.1m (flat on 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Independent Director Elena Iotti was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 24Interpump Group S.p.A. announces Annual dividend, payable on May 20, 2026Interpump Group S.p.A. announced Annual dividend of EUR 0.3500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.공시 • Dec 30+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2026 Results on Nov 13, 2026Interpump Group S.p.A. announced that they will report Q3, 2026 results on Nov 13, 2026공시 • Mar 25Interpump Group S.p.A. announces Annual dividend, payable on May 21, 2025Interpump Group S.p.A. announced Annual dividend of EUR 0.3300 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.공시 • Jan 24Interpump Group S.p.A. to Report Fiscal Year 2024 Final Results on Mar 21, 2025Interpump Group S.p.A. announced that they will report fiscal year 2024 final results on Mar 21, 2025공시 • Jan 22+ 3 more updatesInterpump Group S.p.A. to Report Q4, 2024 Results on Feb 14, 2025Interpump Group S.p.A. announced that they will report Q4, 2024 results on Feb 14, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.47 (vs €0.67 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.67 in 3Q 2023). Revenue: €492.8m (down 8.0% from 3Q 2023). Net income: €50.0m (down 30% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.58 (vs €0.76 in 2Q 2023)Second quarter 2024 results: EPS: €0.58 (down from €0.76 in 2Q 2023). Revenue: €549.8m (down 7.2% from 2Q 2023). Net income: €62.1m (down 24% from 2Q 2023). Profit margin: 11% (down from 14% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.공시 • Jun 05Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million.Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million on June 3, 2024. In 2023, the Company generated revenues of approximately €28 million, with an EBITDA margin of approximately 26% and cash of €11 million. The total price of the transaction was set at €55.2 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) on June 3, 2024.Buy Or Sell Opportunity • Jun 03Now 20% overvaluedOver the last 90 days, the stock has fallen 1.8% to €42.46. The fair value is estimated to be €35.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Reported Earnings • May 17First quarter 2024 earnings released: EPS: €0.63 (vs €0.80 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.80 in 1Q 2023). Revenue: €545.9m (down 7.8% from 1Q 2023). Net income: €67.2m (down 21% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.Upcoming Dividend • May 13Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to €42.00. The fair value is estimated to be €34.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.Buy Or Sell Opportunity • Apr 09Now 26% overvaluedOver the last 90 days, the stock has fallen 3.9% to €43.88. The fair value is estimated to be €34.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.Declared Dividend • Mar 22Dividend increased to €0.32Dividend of €0.32 is 6.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 20%.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €2.57 (vs €2.52 in FY 2022)Full year 2023 results: EPS: €2.57 (up from €2.52 in FY 2022). Revenue: €2.24b (up 7.8% from FY 2022). Net income: €274.3m (up 2.9% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Machinery industry in Germany.Recent Insider Transactions • Jan 17CEO & Executive Director recently sold €555k worth of stockOn the 10th of January, Fabio Marasi sold around 12k shares on-market at roughly €46.21 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Fabio has been a net seller over the last 12 months, reducing personal holdings by €1.1m.공시 • Jan 02Interpump Group S.p.A. to Report Fiscal Year 2023 Final Results on Mar 18, 2024Interpump Group S.p.A. announced that they will report fiscal year 2023 final results on Mar 18, 2024공시 • Dec 31+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2024 Results on Nov 14, 2024Interpump Group S.p.A. announced that they will report Q3, 2024 results on Nov 14, 2024공시 • Dec 30Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024.Recent Insider Transactions • Dec 13CEO & Executive Director recently sold €550k worth of stockOn the 7th of December, Fabio Marasi sold around 13k shares on-market at roughly €44.03 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Fabio's only on-market trade for the last 12 months.Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anna Svelto was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.67 (vs €0.71 in 3Q 2022)Third quarter 2023 results: EPS: €0.67 (down from €0.71 in 3Q 2022). Revenue: €535.9m (up 3.3% from 3Q 2022). Net income: €71.6m (down 3.8% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.76 (vs €0.69 in 2Q 2022)Second quarter 2023 results: EPS: €0.76 (up from €0.69 in 2Q 2022). Revenue: €592.2m (up 10% from 2Q 2022). Net income: €81.5m (up 12% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.공시 • May 19Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million.Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million on May 18, 2023. For period ended March 2023, Waikato Group reported turnover of NZD 80 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Waikato Milking Systems NZ LP and WMS GP LIMITED on May 18, 2023.Reported Earnings • May 18First quarter 2023 earnings released: EPS: €0.80 (vs €0.62 in 1Q 2022)First quarter 2023 results: EPS: €0.80 (up from €0.62 in 1Q 2022). Revenue: €592.3m (up 21% from 1Q 2022). Net income: €85.1m (up 30% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.Upcoming Dividend • May 15Upcoming dividend of €0.30 per share at 0.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).Reported Earnings • Feb 17Full year 2022 earnings released: EPS: €2.52 (vs €1.84 in FY 2021)Full year 2022 results: EPS: €2.52 (up from €1.84 in FY 2021). Revenue: €2.08b (up 30% from FY 2021). Net income: €266.3m (up 36% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Federica Menichetti was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공시 • Jan 18Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023. Agenda: To consider approval of 2022 financial statement.공시 • Jan 17+ 3 more updatesInterpump Group S.p.A. to Report Fiscal Year 2022 Results on Mar 17, 2023Interpump Group S.p.A. announced that they will report fiscal year 2022 results on Mar 17, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany.Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: €0.69 (vs €0.69 in 2Q 2021)Second quarter 2022 results: EPS: €0.69 (down from €0.69 in 2Q 2021). Revenue: €537.6m (up 33% from 2Q 2021). Net income: €72.7m (down 1.5% from 2Q 2021). Profit margin: 14% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.8%, compared to a 9.5% growth forecast for the industry in Germany.Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.62 (vs €0.50 in 1Q 2021)First quarter 2022 results: EPS: €0.62 (up from €0.50 in 1Q 2021). Revenue: €488.7m (up 30% from 1Q 2021). Net income: €65.4m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 11% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €39.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.11 per share.Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.84 (up from €1.60 in FY 2020). Revenue: €1.60b (up 24% from FY 2020). Net income: €196.0m (up 15% from FY 2020). Profit margin: 12% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Germany.공시 • Feb 07Interpump Group S.p.A. to Report Fiscal Year 2021 Results on Mar 18, 2022Interpump Group S.p.A. announced that they will report fiscal year 2021 results on Mar 18, 2022Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.46 (vs €0.36 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €373.5m (up 19% from 3Q 2020). Net income: €49.5m (up 27% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020).Board Change • Sep 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy Chairman Giovanni Tamburi was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:8IG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,296280275394612/31/20272,215252248352812/31/20262,11722624833283/31/20262,074208236322N/A12/31/20252,071208233334N/A9/30/20252,066219225335N/A6/30/20252,060214211325N/A3/31/20252,054217215347N/A12/31/20242,078227219357N/A9/30/20242,108215215361N/A6/30/20242,151237201365N/A3/31/20242,194256181349N/A12/31/20232,240274164333N/A9/30/20232,253292143317N/A6/30/20232,236295104267N/A3/31/20232,18228681230N/A12/31/20222,07826671204N/A9/30/20221,99523245174N/A6/30/20221,84920765190N/A3/31/20221,717208115232N/A12/31/20211,604196148257N/A9/30/20211,495246205286N/A6/30/20211,436235218286N/A3/31/20211,326191219281N/A12/31/20201,294171218281N/A9/30/20201,297146211277N/A6/30/20201,305150197267N/A3/31/20201,369167174253N/A12/31/20191,369179N/A213N/A9/30/20191,352171N/A180N/A6/30/20191,339171N/A169N/A3/31/20191,310166N/A139N/A12/31/20181,279173N/A149N/A9/30/20181,221173N/A147N/A6/30/20181,171163N/A146N/A3/31/20181,126154N/A137N/A12/31/20171,087134N/A142N/A9/30/20171,048119N/A141N/A6/30/20171,009111N/A135N/A3/31/2017969104N/A143N/A12/31/201692394N/A126N/A9/30/201690690N/A124N/A6/30/201690086N/A116N/A3/31/2016899110N/A107N/A12/31/2015895118N/A114N/A9/30/2015844109N/A103N/A6/30/2015798105N/A92N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 8IG 의 연간 예상 수익 증가율(10.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 8IG 의 연간 수익(10.1%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 8IG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 8IG 의 수익(연간 3.7%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 8IG 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 8IG의 자본 수익률은 3년 후 10.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 06:52종가2026/05/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Interpump Group S.p.A.는 12명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Paola SagliettiBanca Akros S.p.A. (ESN)Paola SagliettiBanca Akros S.p.A. (ESN)Fraser DonlonBerenberg9명의 분석가 더 보기
Reported Earnings • May 20First quarter 2026 earnings released: EPS: €0.54 (vs €0.53 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (up from €0.53 in 1Q 2025). Revenue: €524.8m (flat on 1Q 2025). Net income: €57.1m (flat on 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Independent Director Elena Iotti was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 24Interpump Group S.p.A. announces Annual dividend, payable on May 20, 2026Interpump Group S.p.A. announced Annual dividend of EUR 0.3500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
공시 • Dec 30+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2026 Results on Nov 13, 2026Interpump Group S.p.A. announced that they will report Q3, 2026 results on Nov 13, 2026
공시 • Mar 25Interpump Group S.p.A. announces Annual dividend, payable on May 21, 2025Interpump Group S.p.A. announced Annual dividend of EUR 0.3300 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
공시 • Jan 24Interpump Group S.p.A. to Report Fiscal Year 2024 Final Results on Mar 21, 2025Interpump Group S.p.A. announced that they will report fiscal year 2024 final results on Mar 21, 2025
공시 • Jan 22+ 3 more updatesInterpump Group S.p.A. to Report Q4, 2024 Results on Feb 14, 2025Interpump Group S.p.A. announced that they will report Q4, 2024 results on Feb 14, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.47 (vs €0.67 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.67 in 3Q 2023). Revenue: €492.8m (down 8.0% from 3Q 2023). Net income: €50.0m (down 30% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.58 (vs €0.76 in 2Q 2023)Second quarter 2024 results: EPS: €0.58 (down from €0.76 in 2Q 2023). Revenue: €549.8m (down 7.2% from 2Q 2023). Net income: €62.1m (down 24% from 2Q 2023). Profit margin: 11% (down from 14% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.
공시 • Jun 05Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million.Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million on June 3, 2024. In 2023, the Company generated revenues of approximately €28 million, with an EBITDA margin of approximately 26% and cash of €11 million. The total price of the transaction was set at €55.2 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) on June 3, 2024.
Buy Or Sell Opportunity • Jun 03Now 20% overvaluedOver the last 90 days, the stock has fallen 1.8% to €42.46. The fair value is estimated to be €35.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: €0.63 (vs €0.80 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.80 in 1Q 2023). Revenue: €545.9m (down 7.8% from 1Q 2023). Net income: €67.2m (down 21% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.
Upcoming Dividend • May 13Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).
Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to €42.00. The fair value is estimated to be €34.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
Buy Or Sell Opportunity • Apr 09Now 26% overvaluedOver the last 90 days, the stock has fallen 3.9% to €43.88. The fair value is estimated to be €34.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
Declared Dividend • Mar 22Dividend increased to €0.32Dividend of €0.32 is 6.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 20%.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €2.57 (vs €2.52 in FY 2022)Full year 2023 results: EPS: €2.57 (up from €2.52 in FY 2022). Revenue: €2.24b (up 7.8% from FY 2022). Net income: €274.3m (up 2.9% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Machinery industry in Germany.
Recent Insider Transactions • Jan 17CEO & Executive Director recently sold €555k worth of stockOn the 10th of January, Fabio Marasi sold around 12k shares on-market at roughly €46.21 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Fabio has been a net seller over the last 12 months, reducing personal holdings by €1.1m.
공시 • Jan 02Interpump Group S.p.A. to Report Fiscal Year 2023 Final Results on Mar 18, 2024Interpump Group S.p.A. announced that they will report fiscal year 2023 final results on Mar 18, 2024
공시 • Dec 31+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2024 Results on Nov 14, 2024Interpump Group S.p.A. announced that they will report Q3, 2024 results on Nov 14, 2024
공시 • Dec 30Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024.
Recent Insider Transactions • Dec 13CEO & Executive Director recently sold €550k worth of stockOn the 7th of December, Fabio Marasi sold around 13k shares on-market at roughly €44.03 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Fabio's only on-market trade for the last 12 months.
Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anna Svelto was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.67 (vs €0.71 in 3Q 2022)Third quarter 2023 results: EPS: €0.67 (down from €0.71 in 3Q 2022). Revenue: €535.9m (up 3.3% from 3Q 2022). Net income: €71.6m (down 3.8% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.76 (vs €0.69 in 2Q 2022)Second quarter 2023 results: EPS: €0.76 (up from €0.69 in 2Q 2022). Revenue: €592.2m (up 10% from 2Q 2022). Net income: €81.5m (up 12% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.
공시 • May 19Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million.Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million on May 18, 2023. For period ended March 2023, Waikato Group reported turnover of NZD 80 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Waikato Milking Systems NZ LP and WMS GP LIMITED on May 18, 2023.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: €0.80 (vs €0.62 in 1Q 2022)First quarter 2023 results: EPS: €0.80 (up from €0.62 in 1Q 2022). Revenue: €592.3m (up 21% from 1Q 2022). Net income: €85.1m (up 30% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.
Upcoming Dividend • May 15Upcoming dividend of €0.30 per share at 0.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: €2.52 (vs €1.84 in FY 2021)Full year 2022 results: EPS: €2.52 (up from €1.84 in FY 2021). Revenue: €2.08b (up 30% from FY 2021). Net income: €266.3m (up 36% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Federica Menichetti was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공시 • Jan 18Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023. Agenda: To consider approval of 2022 financial statement.
공시 • Jan 17+ 3 more updatesInterpump Group S.p.A. to Report Fiscal Year 2022 Results on Mar 17, 2023Interpump Group S.p.A. announced that they will report fiscal year 2022 results on Mar 17, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany.
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: €0.69 (vs €0.69 in 2Q 2021)Second quarter 2022 results: EPS: €0.69 (down from €0.69 in 2Q 2021). Revenue: €537.6m (up 33% from 2Q 2021). Net income: €72.7m (down 1.5% from 2Q 2021). Profit margin: 14% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.8%, compared to a 9.5% growth forecast for the industry in Germany.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.62 (vs €0.50 in 1Q 2021)First quarter 2022 results: EPS: €0.62 (up from €0.50 in 1Q 2021). Revenue: €488.7m (up 30% from 1Q 2021). Net income: €65.4m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 11% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €39.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.11 per share.
Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.84 (up from €1.60 in FY 2020). Revenue: €1.60b (up 24% from FY 2020). Net income: €196.0m (up 15% from FY 2020). Profit margin: 12% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Germany.
공시 • Feb 07Interpump Group S.p.A. to Report Fiscal Year 2021 Results on Mar 18, 2022Interpump Group S.p.A. announced that they will report fiscal year 2021 results on Mar 18, 2022
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.46 (vs €0.36 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €373.5m (up 19% from 3Q 2020). Net income: €49.5m (up 27% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020).
Board Change • Sep 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy Chairman Giovanni Tamburi was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.