View ValuationAalberts 향후 성장Future 기준 점검 1/6Aalberts (는) 각각 연간 12.4% 및 2.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.5% 로 예상됩니다.핵심 정보12.4%이익 성장률13.79%EPS 성장률Machinery 이익 성장24.6%매출 성장률2.4%향후 자기자본이익률12.48%애널리스트 커버리지Good마지막 업데이트02 Jun 2026최근 향후 성장 업데이트공시 • Jul 24Aalberts N.V. Provides Earnings Guidance for the Second Half of the 2025Aalberts N.V. provided earnings guidance for the second half of the 2025. For the period, based on the current end market dynamics and uncertainties, the company do not expect an organic revenue growth improvement in the second half of the year.모든 업데이트 보기Recent updates공시 • Mar 13Vexve Oy acquired BROEN A/S from Aalberts N.V. (ENXTAM:AALB).Vexve Oy agreed to acquire BROEN A/S from Aalberts N.V. (ENXTAM:AALB) on December 1, 2025. For the period ending December 31, 2024, BROEN A/S reported total revenue of €82 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is January 1, 2026 to June 30, 2026. Vexve Oy completed the acquisition of BROEN A/S from Aalberts N.V. (ENXTAM:AALB) on March 11, 2026. Aalberts N.V. announces the successful completion of regulatory approvals and closing conditions. Thomas Holst Laursen, Frederik Jastrup Brodersen, Emma Louise Teisen and Kirstine Juel Månsson of Plesner Advokatpartnerselskab act as Legal advisor for Aalberts N.V. Jesper Schultz Larsen, Julie Leonhardt, Emil Lund Lauritzen, Mikkel Schäfer and Rose Marie Silau of Bruun & Hjejle of legal advisor for Vexve Oy.공시 • Feb 27+ 3 more updatesAalberts N.V. to Report Q3, 2026 Results on Oct 22, 2026Aalberts N.V. announced that they will report Q3, 2026 results on Oct 22, 2026공시 • Feb 26Aalberts N.V. Proposes Cash Dividend for 2025Aalberts N.V. announced the General Meeting, proposed a cash dividend of EUR 1.15 over 2025.공시 • Dec 02+ 2 more updatesVexve Oy agreed to acquire BROEN A/S from Aalberts N.V. (ENXTAM:AALB).Vexve Oy agreed to acquire BROEN A/S from Aalberts N.V. (ENXTAM:AALB) on December 1, 2025. For the period ending December 31, 2024, BROEN A/S reported total revenue of €82 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is January 1, 2026 to June 30, 2026.공시 • Sep 22Aalberts N.V.(ENXTAM:AALB) dropped from FTSE All-World Index (USD)Aalberts N.V.(ENXTAM:AALB) dropped from FTSE All-World Index (USD)공시 • Jul 25Aalberts N.V. to Report Q1, 2026 Results on May 01, 2026Aalberts N.V. announced that they will report Q1, 2026 results on May 01, 2026공시 • Jul 24Aalberts N.V. Provides Earnings Guidance for the Second Half of the 2025Aalberts N.V. provided earnings guidance for the second half of the 2025. For the period, based on the current end market dynamics and uncertainties, the company do not expect an organic revenue growth improvement in the second half of the year.공시 • Jul 17Aalberts N.V. (ENXTAM:AALB) acquired 100% shares in Geo-Flo Corporation.Aalberts N.V. (ENXTAM:AALB) acquired 100% shares in Geo-Flo Corporation on July 17, 2025. The acquisition will be financed from existing credit facilities. For the period ending December 31, 2024, Geo-Flo Corporation reported total revenue of approximately $15 million, with over 25 employees. The transaction will directly contribute to the earnings per share of Aalberts N.V. Aalberts N.V. (ENXTAM:AALB) completed the acquisition of 100% shares in Geo-Flo Corporation on July 17, 2025.공시 • May 01Aalberts N.V. (ENXTAM:AALB) completed the acquisition of 100% shares of Paulo Heat Treating, Metal Finishing and Brazing.Aalberts N.V. (ENXTAM:AALB) agreed to acquire 100% shares of Paulo Heat Treating, Metal Finishing and Brazing on December 27, 2024. The acquisition will directly contribute to the earnings per share and will be financed from existing credit facilities. For the period ending December 31, 2023, Paulo Heat Treating, Metal Finishing and Brazing reported total revenue of $105 million. The experienced management of Paulo will work closely with the management of Aalberts Surface Technologies in North America. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the second quarter of 2025. Robert W. Baird & Co. Incorporated acted as financial advisor to Paulo Heat Treating, Metal Finishing and Brazing. Aalberts N.V. (ENXTAM:AALB) completed the acquisition of 100% shares of Paulo Heat Treating, Metal Finishing and Brazing on May 1, 2025. The transaction has been approved by the regulatory board/committee.공시 • Feb 28+ 2 more updatesAalberts N.V. Proposes Cash Dividend for 2024Despite the difficult market in 2024, Aalberts N.V. is on the right track, hence stabilising the company's dividend and starting a share buyback programme. Therefore, to the General Meeting, the company proposed a cash dividend of EUR 1.13 for 2024, equal to last year.공시 • Feb 27Aalberts N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026Aalberts N.V. announced that they will report fiscal year 2025 results on Feb 26, 2026공시 • Jan 30+ 1 more updateAalberts N.V. to Report Q3, 2025 Results on Oct 23, 2025Aalberts N.V. announced that they will report Q3, 2025 results on Oct 23, 2025공시 • Jan 17Aalberts N.V. to Report First Half, 2025 Results on Jul 24, 2025Aalberts N.V. announced that they will report first half, 2025 results on Jul 24, 2025공시 • Dec 27Aalberts N.V. (ENXTAM:AALB) agreed to acquire 100% shares of Paulo Heat Treating, Metal Finishing and Brazing.Aalberts N.V. (ENXTAM:AALB) agreed to acquire 100% shares of Paulo Heat Treating, Metal Finishing and Brazing on December 27, 2024. The acquisition will directly contribute to the earnings per share and will be financed from existing credit facilities. For the period ending December 31, 2023, Paulo Heat Treating, Metal Finishing and Brazing reported total revenue of $105 million. The experienced management of Paulo will work closely with the management of Aalberts Surface Technologies in North America. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the second quarter of 2025.공시 • Oct 25Aalberts N.V. Announces Arno Monincx Will Not Be Reappointed as Chief Financial Officer, Effective 10 April 2025Aalberts N.V. announced that Arno Monincx has been almost 17 years at Aalberts, of which 8 years as Management Board member and 6 years as Chief Financial Officer. The Supervisory Board and Arno Monincx have mutually agreed that after the General Meeting he will not be reappointed as Chief Financial Officer. Arno will remain Chief Financial Officer and member of the Management Board until 10 April 2025 and will thereafter remain as advisor to the Management Board for a period of 1 year to ensure a smooth transition.Reported Earnings • Jul 29First half 2024 earnings released: EPS: €1.35 (vs €1.45 in 1H 2023)First half 2024 results: EPS: €1.35 (down from €1.45 in 1H 2023). Revenue: €1.62b (down 5.7% from 1H 2023). Net income: €149.2m (down 6.7% from 1H 2023). Profit margin: 9.2% (down from 9.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jun 15CFO & Member of Management Board recently sold €493k worth of stockOn the 13th of June, Arno Monincx sold around 12k shares on-market at roughly €42.39 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arno has been a net seller over the last 12 months, reducing personal holdings by €940k.Upcoming Dividend • May 20Upcoming dividend of €1.13 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).Reported Earnings • Apr 12Full year 2023 earnings released: EPS: €2.86 (vs €2.87 in FY 2022)Full year 2023 results: EPS: €2.86 (down from €2.87 in FY 2022). Revenue: €3.32b (up 2.9% from FY 2022). Net income: €315.8m (flat on FY 2022). Profit margin: 9.5% (in line with FY 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Recent Insider Transactions • Apr 05CFO & Member of Management Board recently sold €407k worth of stockOn the 2nd of April, Arno Monincx sold around 9k shares on-market at roughly €45.22 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arno has been a net seller over the last 12 months, reducing personal holdings by €446k.Declared Dividend • Feb 25Dividend increased to €1.13Dividend of €1.13 is 1.8% higher than last year. Ex-date: 27th May 2024 Payment date: 20th June 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: €2.86 (vs €2.87 in FY 2022)Full year 2023 results: EPS: €2.86 (down from €2.87 in FY 2022). Revenue: €3.32b (up 2.9% from FY 2022). Net income: €315.8m (flat on FY 2022). Profit margin: 9.5% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Feb 23+ 1 more updateAalberts N.V. to Report Fiscal Year 2024 Results on Feb 27, 2025Aalberts N.V. announced that they will report fiscal year 2024 results on Feb 27, 2025공시 • Feb 22Aalberts N.V., Annual General Meeting, May 27, 2025Aalberts N.V., Annual General Meeting, May 27, 2025.공시 • Feb 08Aalberts N.V. to Report Fiscal Year 2023 Final Results on Apr 11, 2024Aalberts N.V. announced that they will report fiscal year 2023 final results on Apr 11, 2024공시 • Aug 03An unknown buyer signed an agreement to acquire DSI Getränkearmaturen GmbH from Aalberts N.V. (ENXTAM:AALB).An unknown buyer signed an agreement to acquire Disptek Group from Aalberts N.V. (ENXTAM:AALB) on August 1, 2023. Transaction is expected to close on September 1, 2023. Disptek generates an annual revenue of approximately €75 million.Reported Earnings • Aug 02First half 2023 earnings released: EPS: €1.45 (vs €1.45 in 1H 2022)First half 2023 results: EPS: €1.45 (in line with 1H 2022). Revenue: €1.72b (up 6.3% from 1H 2022). Net income: €160.0m (flat on 1H 2022). Profit margin: 9.3% (in line with 1H 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • May 28CEO & Member of the Management Board recently sold €408k worth of stockOn the 24th of May, Wim Pelsma sold around 10k shares on-market at roughly €40.80 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €944k. Wim has been a net seller over the last 12 months, reducing personal holdings by €6.9m.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: €2.87 (vs €3.26 in FY 2021)Full year 2022 results: EPS: €2.87 (down from €3.26 in FY 2021). Revenue: €3.23b (up 8.4% from FY 2021). Net income: €317.3m (down 12% from FY 2021). Profit margin: 9.8% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 24CEO & Member of the Management Board recently sold €850k worth of stockOn the 20th of March, Wim Pelsma sold around 20k shares on-market at roughly €42.49 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €974k. Wim has been a net seller over the last 12 months, reducing personal holdings by €6.1m.Recent Insider Transactions • Mar 13CEO & Member of the Management Board recently sold €944k worth of stockOn the 6th of March, Wim Pelsma sold around 20k shares on-market at roughly €47.20 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €974k. Wim has been a net seller over the last 12 months, reducing personal holdings by €5.2m.Recent Insider Transactions • Mar 08CEO & Member of the Management Board recently sold €974k worth of stockOn the 27th of February, Wim Pelsma sold around 21k shares on-market at roughly €46.40 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Wim has been a net seller over the last 12 months, reducing personal holdings by €2.4m.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €2.87 (vs €3.26 in FY 2021)Full year 2022 results: EPS: €2.87 (down from €3.26 in FY 2021). Revenue: €3.23b (up 8.4% from FY 2021). Net income: €317.3m (down 12% from FY 2021). Profit margin: 9.8% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €57.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.공시 • Jan 07+ 2 more updatesAalberts N.V., Annual General Meeting, May 30, 2024Aalberts N.V., Annual General Meeting, May 30, 2024, at 11:00 Central European Standard Time.Reported Earnings • Jul 23First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €146.0m from profit in 1H 2021). Profit margin: (down from 9.7% in 1H 2021). Over the next year, revenue is forecast to grow 2.4%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jul 23Aalberts N.V. to Report Fiscal Year 2022 Final Results on Apr 06, 2023Aalberts N.V. announced that they will report fiscal year 2022 final results on Apr 06, 2023Recent Insider Transactions • Jun 09CEO & Member of the Management Board recently sold €721k worth of stockOn the 2nd of June, Wim Pelsma sold around 15k shares on-market at roughly €48.05 per share. This was the largest sale by an insider in the last 3 months. Wim has been a seller over the last 12 months, reducing personal holdings by €502k.Upcoming Dividend • May 16Upcoming dividend of €1.65 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.3%). In line with average of industry peers (2.5%).Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €40.07, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 37% over the past three years.공시 • Feb 26Aalberts N.V., Annual General Meeting, May 11, 2023Aalberts N.V., Annual General Meeting, May 11, 2023, at 11:00 Central European Standard Time.공시 • Feb 25Aalberts N.V. to Report Fiscal Year 2022 Results on Feb 23, 2023Aalberts N.V. announced that they will report fiscal year 2022 results Pre-Market on Feb 23, 2023Reported Earnings • Jul 24First half 2021 earnings released: EPS €1.32 (vs €0.58 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.51b (up 17% from 1H 2020). Net income: €146.0m (up 129% from 1H 2020). Profit margin: 9.7% (up from 5.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • May 24Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 02 July 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).Recent Insider Transactions • Apr 10CEO & Member of the Management Board recently bought €444k worth of stockOn the 6th of April, Wim Pelsma bought around 10k shares on-market at roughly €44.39 per share. This was the largest purchase by an insider in the last 3 months. Wim has been a buyer over the last 12 months, purchasing a net total of €76k worth in shares.Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.61b (down 8.1% from FY 2019). Net income: €117.3m (down 48% from FY 2019). Profit margin: 4.5% (down from 7.9% in FY 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.1% growth forecast for the Machinery industry in Germany.Is New 90 Day High Low • Feb 10New 90-day high: €40.24The company is up 17% from its price of €34.27 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.69 per share.Is New 90 Day High Low • Jan 21New 90-day high: €38.72The company is up 18% from its price of €32.70 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.17 per share.Is New 90 Day High Low • Jan 05New 90-day high: €37.41The company is up 15% from its price of €32.42 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.05 per share.Is New 90 Day High Low • Dec 05New 90-day high: €37.20The company is up 17% from its price of €31.72 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.52 per share.Is New 90 Day High Low • Nov 16New 90-day high: €35.88The company is up 9.0% from its price of €32.85 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €50.05 per share.Is New 90 Day High Low • Oct 30New 90-day low: €28.61The company is down 7.0% from its price of €30.79 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.08 per share.Is New 90 Day High Low • Oct 10New 90-day high: €33.62The company is up 15% from its price of €29.25 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.39 per share.이익 및 매출 성장 예측DB:AACA - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,244290271562812/31/20273,105263243516812/31/20262,973233211508812/31/20253,091149151375N/A9/30/20253,089150163396N/A6/30/20253,087151174417N/A3/31/20253,118165172425N/A12/31/20243,149179170433N/A9/30/20243,187242188441N/A6/30/20243,226305207450N/A3/31/20243,275310232471N/A12/31/20233,324316258492N/A9/30/20233,328317193429N/A6/30/20233,333317128366N/A3/31/20233,28131787307N/A12/31/20223,23031745247N/A9/30/20223,15734639233N/A6/30/20223,08337432218N/A3/31/20223,03136784255N/A12/31/20212,979360135292N/A9/30/20212,907280236371N/A6/30/20212,834200338450N/A3/31/20212,722158299414N/A12/31/20202,610117260378N/A9/30/20202,652145248383N/A6/30/20202,693172237389N/A3/31/20202,767199229383N/A12/31/20192,841226220378N/A9/30/20192,825234N/A365N/A6/30/20192,808243N/A352N/A3/31/20192,784240N/A337N/A12/31/20182,759238N/A322N/A9/30/20182,736228N/A306N/A6/30/20182,713217N/A291N/A3/31/20182,703211N/A313N/A12/31/20172,694205N/A336N/A9/30/20172,655199N/A315N/A6/30/20172,615193N/A294N/A3/31/20172,569188N/A300N/A12/31/20162,522183N/A306N/A9/30/20162,514180N/A303N/A6/30/20162,506177N/A301N/A3/31/20162,491171N/A272N/A12/31/20152,475166N/A244N/A9/30/20152,433161N/A247N/A6/30/20152,391157N/A251N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AACA 의 연간 예상 수익 증가율(12.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: AACA 의 연간 수익(12.4%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: AACA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: AACA 의 수익(연간 2.4%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: AACA 의 수익(연간 2.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AACA의 자본 수익률은 3년 후 12.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/06 14:05종가2026/06/05 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 소스Aalberts N.V.는 15명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rajesh PatkiBarclaysMarta BruskaBerenbergChristoph GreulichBerenberg12명의 분석가 더 보기
공시 • Jul 24Aalberts N.V. Provides Earnings Guidance for the Second Half of the 2025Aalberts N.V. provided earnings guidance for the second half of the 2025. For the period, based on the current end market dynamics and uncertainties, the company do not expect an organic revenue growth improvement in the second half of the year.
공시 • Mar 13Vexve Oy acquired BROEN A/S from Aalberts N.V. (ENXTAM:AALB).Vexve Oy agreed to acquire BROEN A/S from Aalberts N.V. (ENXTAM:AALB) on December 1, 2025. For the period ending December 31, 2024, BROEN A/S reported total revenue of €82 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is January 1, 2026 to June 30, 2026. Vexve Oy completed the acquisition of BROEN A/S from Aalberts N.V. (ENXTAM:AALB) on March 11, 2026. Aalberts N.V. announces the successful completion of regulatory approvals and closing conditions. Thomas Holst Laursen, Frederik Jastrup Brodersen, Emma Louise Teisen and Kirstine Juel Månsson of Plesner Advokatpartnerselskab act as Legal advisor for Aalberts N.V. Jesper Schultz Larsen, Julie Leonhardt, Emil Lund Lauritzen, Mikkel Schäfer and Rose Marie Silau of Bruun & Hjejle of legal advisor for Vexve Oy.
공시 • Feb 27+ 3 more updatesAalberts N.V. to Report Q3, 2026 Results on Oct 22, 2026Aalberts N.V. announced that they will report Q3, 2026 results on Oct 22, 2026
공시 • Feb 26Aalberts N.V. Proposes Cash Dividend for 2025Aalberts N.V. announced the General Meeting, proposed a cash dividend of EUR 1.15 over 2025.
공시 • Dec 02+ 2 more updatesVexve Oy agreed to acquire BROEN A/S from Aalberts N.V. (ENXTAM:AALB).Vexve Oy agreed to acquire BROEN A/S from Aalberts N.V. (ENXTAM:AALB) on December 1, 2025. For the period ending December 31, 2024, BROEN A/S reported total revenue of €82 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is January 1, 2026 to June 30, 2026.
공시 • Sep 22Aalberts N.V.(ENXTAM:AALB) dropped from FTSE All-World Index (USD)Aalberts N.V.(ENXTAM:AALB) dropped from FTSE All-World Index (USD)
공시 • Jul 25Aalberts N.V. to Report Q1, 2026 Results on May 01, 2026Aalberts N.V. announced that they will report Q1, 2026 results on May 01, 2026
공시 • Jul 24Aalberts N.V. Provides Earnings Guidance for the Second Half of the 2025Aalberts N.V. provided earnings guidance for the second half of the 2025. For the period, based on the current end market dynamics and uncertainties, the company do not expect an organic revenue growth improvement in the second half of the year.
공시 • Jul 17Aalberts N.V. (ENXTAM:AALB) acquired 100% shares in Geo-Flo Corporation.Aalberts N.V. (ENXTAM:AALB) acquired 100% shares in Geo-Flo Corporation on July 17, 2025. The acquisition will be financed from existing credit facilities. For the period ending December 31, 2024, Geo-Flo Corporation reported total revenue of approximately $15 million, with over 25 employees. The transaction will directly contribute to the earnings per share of Aalberts N.V. Aalberts N.V. (ENXTAM:AALB) completed the acquisition of 100% shares in Geo-Flo Corporation on July 17, 2025.
공시 • May 01Aalberts N.V. (ENXTAM:AALB) completed the acquisition of 100% shares of Paulo Heat Treating, Metal Finishing and Brazing.Aalberts N.V. (ENXTAM:AALB) agreed to acquire 100% shares of Paulo Heat Treating, Metal Finishing and Brazing on December 27, 2024. The acquisition will directly contribute to the earnings per share and will be financed from existing credit facilities. For the period ending December 31, 2023, Paulo Heat Treating, Metal Finishing and Brazing reported total revenue of $105 million. The experienced management of Paulo will work closely with the management of Aalberts Surface Technologies in North America. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the second quarter of 2025. Robert W. Baird & Co. Incorporated acted as financial advisor to Paulo Heat Treating, Metal Finishing and Brazing. Aalberts N.V. (ENXTAM:AALB) completed the acquisition of 100% shares of Paulo Heat Treating, Metal Finishing and Brazing on May 1, 2025. The transaction has been approved by the regulatory board/committee.
공시 • Feb 28+ 2 more updatesAalberts N.V. Proposes Cash Dividend for 2024Despite the difficult market in 2024, Aalberts N.V. is on the right track, hence stabilising the company's dividend and starting a share buyback programme. Therefore, to the General Meeting, the company proposed a cash dividend of EUR 1.13 for 2024, equal to last year.
공시 • Feb 27Aalberts N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026Aalberts N.V. announced that they will report fiscal year 2025 results on Feb 26, 2026
공시 • Jan 30+ 1 more updateAalberts N.V. to Report Q3, 2025 Results on Oct 23, 2025Aalberts N.V. announced that they will report Q3, 2025 results on Oct 23, 2025
공시 • Jan 17Aalberts N.V. to Report First Half, 2025 Results on Jul 24, 2025Aalberts N.V. announced that they will report first half, 2025 results on Jul 24, 2025
공시 • Dec 27Aalberts N.V. (ENXTAM:AALB) agreed to acquire 100% shares of Paulo Heat Treating, Metal Finishing and Brazing.Aalberts N.V. (ENXTAM:AALB) agreed to acquire 100% shares of Paulo Heat Treating, Metal Finishing and Brazing on December 27, 2024. The acquisition will directly contribute to the earnings per share and will be financed from existing credit facilities. For the period ending December 31, 2023, Paulo Heat Treating, Metal Finishing and Brazing reported total revenue of $105 million. The experienced management of Paulo will work closely with the management of Aalberts Surface Technologies in North America. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the second quarter of 2025.
공시 • Oct 25Aalberts N.V. Announces Arno Monincx Will Not Be Reappointed as Chief Financial Officer, Effective 10 April 2025Aalberts N.V. announced that Arno Monincx has been almost 17 years at Aalberts, of which 8 years as Management Board member and 6 years as Chief Financial Officer. The Supervisory Board and Arno Monincx have mutually agreed that after the General Meeting he will not be reappointed as Chief Financial Officer. Arno will remain Chief Financial Officer and member of the Management Board until 10 April 2025 and will thereafter remain as advisor to the Management Board for a period of 1 year to ensure a smooth transition.
Reported Earnings • Jul 29First half 2024 earnings released: EPS: €1.35 (vs €1.45 in 1H 2023)First half 2024 results: EPS: €1.35 (down from €1.45 in 1H 2023). Revenue: €1.62b (down 5.7% from 1H 2023). Net income: €149.2m (down 6.7% from 1H 2023). Profit margin: 9.2% (down from 9.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jun 15CFO & Member of Management Board recently sold €493k worth of stockOn the 13th of June, Arno Monincx sold around 12k shares on-market at roughly €42.39 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arno has been a net seller over the last 12 months, reducing personal holdings by €940k.
Upcoming Dividend • May 20Upcoming dividend of €1.13 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).
Reported Earnings • Apr 12Full year 2023 earnings released: EPS: €2.86 (vs €2.87 in FY 2022)Full year 2023 results: EPS: €2.86 (down from €2.87 in FY 2022). Revenue: €3.32b (up 2.9% from FY 2022). Net income: €315.8m (flat on FY 2022). Profit margin: 9.5% (in line with FY 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Recent Insider Transactions • Apr 05CFO & Member of Management Board recently sold €407k worth of stockOn the 2nd of April, Arno Monincx sold around 9k shares on-market at roughly €45.22 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arno has been a net seller over the last 12 months, reducing personal holdings by €446k.
Declared Dividend • Feb 25Dividend increased to €1.13Dividend of €1.13 is 1.8% higher than last year. Ex-date: 27th May 2024 Payment date: 20th June 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: €2.86 (vs €2.87 in FY 2022)Full year 2023 results: EPS: €2.86 (down from €2.87 in FY 2022). Revenue: €3.32b (up 2.9% from FY 2022). Net income: €315.8m (flat on FY 2022). Profit margin: 9.5% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Feb 23+ 1 more updateAalberts N.V. to Report Fiscal Year 2024 Results on Feb 27, 2025Aalberts N.V. announced that they will report fiscal year 2024 results on Feb 27, 2025
공시 • Feb 22Aalberts N.V., Annual General Meeting, May 27, 2025Aalberts N.V., Annual General Meeting, May 27, 2025.
공시 • Feb 08Aalberts N.V. to Report Fiscal Year 2023 Final Results on Apr 11, 2024Aalberts N.V. announced that they will report fiscal year 2023 final results on Apr 11, 2024
공시 • Aug 03An unknown buyer signed an agreement to acquire DSI Getränkearmaturen GmbH from Aalberts N.V. (ENXTAM:AALB).An unknown buyer signed an agreement to acquire Disptek Group from Aalberts N.V. (ENXTAM:AALB) on August 1, 2023. Transaction is expected to close on September 1, 2023. Disptek generates an annual revenue of approximately €75 million.
Reported Earnings • Aug 02First half 2023 earnings released: EPS: €1.45 (vs €1.45 in 1H 2022)First half 2023 results: EPS: €1.45 (in line with 1H 2022). Revenue: €1.72b (up 6.3% from 1H 2022). Net income: €160.0m (flat on 1H 2022). Profit margin: 9.3% (in line with 1H 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • May 28CEO & Member of the Management Board recently sold €408k worth of stockOn the 24th of May, Wim Pelsma sold around 10k shares on-market at roughly €40.80 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €944k. Wim has been a net seller over the last 12 months, reducing personal holdings by €6.9m.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: €2.87 (vs €3.26 in FY 2021)Full year 2022 results: EPS: €2.87 (down from €3.26 in FY 2021). Revenue: €3.23b (up 8.4% from FY 2021). Net income: €317.3m (down 12% from FY 2021). Profit margin: 9.8% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 24CEO & Member of the Management Board recently sold €850k worth of stockOn the 20th of March, Wim Pelsma sold around 20k shares on-market at roughly €42.49 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €974k. Wim has been a net seller over the last 12 months, reducing personal holdings by €6.1m.
Recent Insider Transactions • Mar 13CEO & Member of the Management Board recently sold €944k worth of stockOn the 6th of March, Wim Pelsma sold around 20k shares on-market at roughly €47.20 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €974k. Wim has been a net seller over the last 12 months, reducing personal holdings by €5.2m.
Recent Insider Transactions • Mar 08CEO & Member of the Management Board recently sold €974k worth of stockOn the 27th of February, Wim Pelsma sold around 21k shares on-market at roughly €46.40 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Wim has been a net seller over the last 12 months, reducing personal holdings by €2.4m.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €2.87 (vs €3.26 in FY 2021)Full year 2022 results: EPS: €2.87 (down from €3.26 in FY 2021). Revenue: €3.23b (up 8.4% from FY 2021). Net income: €317.3m (down 12% from FY 2021). Profit margin: 9.8% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €57.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.
공시 • Jan 07+ 2 more updatesAalberts N.V., Annual General Meeting, May 30, 2024Aalberts N.V., Annual General Meeting, May 30, 2024, at 11:00 Central European Standard Time.
Reported Earnings • Jul 23First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €146.0m from profit in 1H 2021). Profit margin: (down from 9.7% in 1H 2021). Over the next year, revenue is forecast to grow 2.4%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jul 23Aalberts N.V. to Report Fiscal Year 2022 Final Results on Apr 06, 2023Aalberts N.V. announced that they will report fiscal year 2022 final results on Apr 06, 2023
Recent Insider Transactions • Jun 09CEO & Member of the Management Board recently sold €721k worth of stockOn the 2nd of June, Wim Pelsma sold around 15k shares on-market at roughly €48.05 per share. This was the largest sale by an insider in the last 3 months. Wim has been a seller over the last 12 months, reducing personal holdings by €502k.
Upcoming Dividend • May 16Upcoming dividend of €1.65 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.3%). In line with average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €40.07, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 37% over the past three years.
공시 • Feb 26Aalberts N.V., Annual General Meeting, May 11, 2023Aalberts N.V., Annual General Meeting, May 11, 2023, at 11:00 Central European Standard Time.
공시 • Feb 25Aalberts N.V. to Report Fiscal Year 2022 Results on Feb 23, 2023Aalberts N.V. announced that they will report fiscal year 2022 results Pre-Market on Feb 23, 2023
Reported Earnings • Jul 24First half 2021 earnings released: EPS €1.32 (vs €0.58 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.51b (up 17% from 1H 2020). Net income: €146.0m (up 129% from 1H 2020). Profit margin: 9.7% (up from 5.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 24Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 02 July 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).
Recent Insider Transactions • Apr 10CEO & Member of the Management Board recently bought €444k worth of stockOn the 6th of April, Wim Pelsma bought around 10k shares on-market at roughly €44.39 per share. This was the largest purchase by an insider in the last 3 months. Wim has been a buyer over the last 12 months, purchasing a net total of €76k worth in shares.
Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.61b (down 8.1% from FY 2019). Net income: €117.3m (down 48% from FY 2019). Profit margin: 4.5% (down from 7.9% in FY 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.1% growth forecast for the Machinery industry in Germany.
Is New 90 Day High Low • Feb 10New 90-day high: €40.24The company is up 17% from its price of €34.27 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.69 per share.
Is New 90 Day High Low • Jan 21New 90-day high: €38.72The company is up 18% from its price of €32.70 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.17 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €37.41The company is up 15% from its price of €32.42 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.05 per share.
Is New 90 Day High Low • Dec 05New 90-day high: €37.20The company is up 17% from its price of €31.72 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.52 per share.
Is New 90 Day High Low • Nov 16New 90-day high: €35.88The company is up 9.0% from its price of €32.85 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €50.05 per share.
Is New 90 Day High Low • Oct 30New 90-day low: €28.61The company is down 7.0% from its price of €30.79 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.08 per share.
Is New 90 Day High Low • Oct 10New 90-day high: €33.62The company is up 15% from its price of €29.25 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.39 per share.