View ValuationKingspan Group 향후 성장Future 기준 점검 2/6Kingspan Group (는) 각각 연간 9.5% 및 7.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.3% 로 예상됩니다.핵심 정보9.5%이익 성장률10.16%EPS 성장률Building 이익 성장11.8%매출 성장률7.6%향후 자기자본이익률15.30%애널리스트 커버리지Good마지막 업데이트09 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard 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. 6 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Eavan Saunders was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 21Kingspan Group plc, Annual General Meeting, Apr 30, 2026Kingspan Group plc, Annual General Meeting, Apr 30, 2026. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Ireland공시 • Feb 06Kingspan Group plc to Report Fiscal Year 2025 Results on Feb 20, 2026Kingspan Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Feb 20, 2026공시 • Jul 11Kingspan Group plc to Report First Half, 2025 Results on Aug 08, 2025Kingspan Group plc announced that they will report first half, 2025 results on Aug 08, 2025공시 • Mar 13Kingspan Group plc, Annual General Meeting, May 01, 2025Kingspan Group plc, Annual General Meeting, May 01, 2025. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Ireland공시 • Feb 22Kingspan Group plc to Report Fiscal Year 2024 Results on Feb 21, 2025Kingspan Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Feb 21, 2025공시 • Nov 26Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A.Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A. on November 25, 2024. Kingspan Group plc (ISE:KRX) completed the acquisition of 51% stake in Villalba S.A. on November 25, 2024.공시 • Oct 22Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG).Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024. On completion, Kingspan holds 62.6% stake in Nordic Waterproofing. Kingspan Group plc (ISE:KRX) completed the acquisition of an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024.공시 • Sep 19Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley.Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley on September 18, 2024.공시 • May 19Kingspan Group plc to Report First Half, 2024 Results on Aug 16, 2024Kingspan Group plc announced that they will report first half, 2024 results on Aug 16, 2024공시 • Apr 28Kingspan Group plc, Annual General Meeting, Apr 26, 2024Kingspan Group plc, Annual General Meeting, Apr 26, 2024, at 09:00 Coordinated Universal Time.공시 • Feb 07Kingspan Group plc to Report Fiscal Year 2023 Results on Feb 16, 2024Kingspan Group plc announced that they will report fiscal year 2023 results at 7:00 AM, Coordinated Universal Time on Feb 16, 2024공시 • Oct 11Kingspan Tables Takeover Offer for Nordic WaterproofingIrish building materials provider Kingspan Group Plc (ISE:KRX) has made an offer for the shares it does not already own in Nordic Waterproofing Holding AB (publ) (OM:NWG) that values the Swedish company at SEK 3.85 billion (USD 351 million/EUR 332 million). The offer of SEK 160 in cash per share comes after in September Kingspan increased its stake in Nordic Waterproofing to 30.9% by buying 1.65 million at the same price. The price is at a premium of 13.8% to Nordic Waterproofing's shares on September 13, before Kingspan's purchase meant its holding crossed the mandatory bid threshold. The acceptance period for the offer is expected to be between November 23 and February 2024.공시 • Sep 15Kingspan Says Takeover Talks with Carlisle No Longer ActiveKingspan Group plc (ISE:KRX) confirmed it held "recent and informal discussions" on a potential takeover offer for US peer Carlisle Companies Incorporated (NYSE:CSL). However, Kingspan says there is "no active engagement" at present. Kingspan says it has "admired" Scottsdale, Arizona-based Carlisle for many years, "recognising the clear strategic fit". Bloomberg on September 10, 2023 reported that Kingspan had proposed a tie-up with Carlisle that would create a company with a market value of USD 30 billion. However, this was rejected by Carlisle. Kingspan adds on September 13, 2023: "The North American roofing space remains a key area of interest for Kingspan".공시 • Aug 19Kingspan Group Delist its Ordinary Shares on the Official List of the London Stock ExchangeFurther to the announcement made on 20 July 2023, Kingspan announced that the listing of the Company's Ordinary Shares on the Official List of the Financial Conduct Authority and admission to trading on the Main Market for listed securities of the London Stock Exchange plc have now been cancelled with effect from 8.00 a.m. (Dublin time), 18 August 2023.공시 • Aug 18Kingspan Group plc Declares Interim Dividend in Respect of 2023, Payable on 13 October 2023The directors of Kingspan Group plc have declared an interim dividend in respect of 2023 of 26.3 cent (H1 2022: 25.6 cent) which will be paid on 13 October 2023 to shareholders on the register on the record date of 8 September 2023.공시 • Jul 18Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million.Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million on July 17, 2023. The initial consideration for the shares will be €35 per share, plus potential deferred consideration of up to a further €35 per share contingent on achievement of specified thresholds with a material uplift in profitability. The acquisition is expected to be earnings neutral initially, based on Kingspan consensus EPS for 2023 and Steico guidance for 2023. The acquisition is conditional on regulatory clearance and is expected to complete in early 2024.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €68.96, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.08 per share.Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Louise Phelan 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.Upcoming Dividend • Apr 06Upcoming dividend of €0.24 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).Recent Insider Transactions • Mar 02Group CFO & Executive Director recently sold €625k worth of stockOn the 27th of February, Geoff Doherty sold around 10k shares on-market at roughly €62.54 per share. This transaction amounted to 3.7% 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 Geoff's only on-market trade for the last 12 months.공시 • Feb 18Kingspan Group plc Announces Appointment of Louise Phelan as an Independent Non-Executive Director, Effective from 28 April 2023Kingspan Group plc announced the appointment of Louise Phelan as an independent Non-Executive Director with effect from 28 April 2023. Ms Phelan (56) was formerly Vice President Global Operations EMEA of PayPal, and is a highly respected business leader and adviser with experience leading global organizations in both the renewable energy and finance sectors. She is the senior independent non-executive director of Ryanair Holdings plc, and was previously a non-executive director of Voxpro. She is a member of the Irish Government's Top-Level Appointments Committee (TLAC), and a member of the President's advisory group at Technological University Dublin. She is also a former President of the American Chamber of Commerce in Ireland.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: €3.30 (vs €3.06 in FY 2021)Full year 2022 results: EPS: €3.30 (up from €3.06 in FY 2021). Revenue: €8.34b (up 28% from FY 2021). Net income: €598.0m (up 7.9% from FY 2021). Profit margin: 7.2% (down from 8.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buying Opportunity • Dec 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €68.26, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 4.0% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 28% share price gain to €62.68, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €74.34 per share.공시 • Nov 08+ 1 more updateKingspan Group plc to Report Fiscal Year 2022 Results on Feb 17, 2023Kingspan Group plc announced that they will report fiscal year 2022 results on Feb 17, 2023Upcoming Dividend • Sep 01Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).Reported Earnings • Aug 21First half 2022 earnings released: EPS: €1.71 (vs €1.32 in 1H 2021)First half 2022 results: EPS: €1.71 (up from €1.32 in 1H 2021). Revenue: €4.15b (up 42% from 1H 2021). Net income: €309.5m (up 29% from 1H 2021). Profit margin: 7.5% (down from 8.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.8%, compared to a 11% growth forecast for the Building industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €60.84, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Building industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.60 per share.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €56.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.97 per share.Recent Insider Transactions • Jun 11Independent Non-Executive Director recently bought €152k worth of stockOn the 7th of June, Eimear Moloney bought around 2k shares on-market at roughly €75.78 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • Mar 17Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €3.06 (up from €2.06 in FY 2020). Revenue: €6.50b (up 42% from FY 2020). Net income: €554.1m (up 48% from FY 2020). Profit margin: 8.5% (up from 8.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.1%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 02Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 08 October 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.4%).Reported Earnings • Aug 22First half 2021 earnings released: EPS €1.32 (vs €0.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.92b (up 41% from 1H 2020). Net income: €240.3m (up 66% from 1H 2020). Profit margin: 8.2% (up from 7.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • May 08Independent Non-Executive Director has left the companyOn the 30th of April, Bruce McLennan's tenure as Independent Non-Executive Director ended after 5.8 years in the role. As of December 2020, Bruce personally held 10.00k shares (€612k worth at the time). A total of 2 executives have left over the last 12 months.Upcoming Dividend • Mar 18Upcoming Dividend of €0.21 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 25th of March. The trailing yield of 0.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (1.7%).Reported Earnings • Feb 20Full year 2020 earnings released: EPS €2.06 (vs €2.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €4.58b (down 1.8% from FY 2019). Net income: €373.6m (up 1.1% from FY 2019). Profit margin: 8.2% (up from 7.9% in FY 2019). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 9.0%, compared to a 3.7% growth forecast for the Building industry in Germany.Is New 90 Day High Low • Feb 19New 90-day low: €52.50The company is down 29% from its price of €74.45 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.22 per share.Is New 90 Day High Low • Jan 29New 90-day low: €56.40The company is down 24% from its price of €73.90 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building 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 €23.02 per share.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €60.35, the stock is trading at a trailing P/E ratio of 30.3x, down from the previous P/E ratio of 36.3x. This compares to an average P/E of 21x in the Building industry in Europe. Total returns to shareholders over the past year are 13%.Is New 90 Day High Low • Dec 17New 90-day low: €66.35The company is down 10.0% from its price of €73.35 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.60 per share.Is New 90 Day High Low • Nov 07New 90-day high: €82.30The company is up 31% from its price of €62.75 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.92 per share.Is New 90 Day High Low • Oct 13New 90-day high: €78.00The company is up 26% from its price of €62.15 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.00 per share.이익 및 매출 성장 예측DB:KRX - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202811,5859188031,2561412/31/202710,7258257141,1311612/31/20269,9617356371,0251612/31/20259,199671455820N/A9/30/20259,078673429797N/A6/30/20258,957675403775N/A3/31/20258,783670465835N/A12/31/20248,608666528895N/A9/30/20248,391646596922N/A6/30/20248,174626664949N/A3/31/20248,1326337941,056N/A12/31/20238,0916409251,162N/A9/30/20238,1816248491,096N/A6/30/20238,2716077741,029N/A3/31/20238,306602598861N/A12/31/20228,341598423692N/A9/30/20228,036611225479N/A6/30/20227,73062328265N/A3/31/20227,11458994297N/A12/31/20216,497554160329N/A9/30/20215,960512277427N/A6/30/20215,423469394525N/A3/31/20215,000422450582N/A12/31/20204,576374507639N/A9/30/20204,532359522665N/A6/30/20204,489345538691N/A3/31/20204,574357449606N/A12/31/20194,659369359520N/A9/30/20194,632362N/A508N/A6/30/20194,606355N/A496N/A3/31/20194,489343N/A467N/A12/31/20184,373331N/A438N/A9/30/20184,151314N/A371N/A6/30/20183,929296N/A303N/A3/31/20183,798290N/A293N/A12/31/20173,668284N/A284N/A9/30/20173,529274N/A265N/A6/30/20173,390263N/A247N/A3/31/20173,249259N/A278N/A12/31/20163,109255N/A310N/A9/30/20163,058244N/A321N/A6/30/20163,007232N/A331N/A3/31/20162,891210N/A334N/A12/31/20152,774188N/A336N/A9/30/20152,506164N/A286N/A6/30/20152,237139N/A236N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: KRX 의 연간 예상 수익 증가율(9.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: KRX 의 연간 수익(9.5%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: KRX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: KRX 의 수익(연간 7.6%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: KRX 의 수익(연간 7.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: KRX의 자본 수익률은 3년 후 15.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 13:33종가2026/06/11 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 소스Kingspan Group plc는 24명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Pierre Sylvain RousseauBarclaysRobert ChantryBerenbergHarry GoadBerenberg21명의 분석가 더 보기
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. 6 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Eavan Saunders was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 21Kingspan Group plc, Annual General Meeting, Apr 30, 2026Kingspan Group plc, Annual General Meeting, Apr 30, 2026. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Ireland
공시 • Feb 06Kingspan Group plc to Report Fiscal Year 2025 Results on Feb 20, 2026Kingspan Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Feb 20, 2026
공시 • Jul 11Kingspan Group plc to Report First Half, 2025 Results on Aug 08, 2025Kingspan Group plc announced that they will report first half, 2025 results on Aug 08, 2025
공시 • Mar 13Kingspan Group plc, Annual General Meeting, May 01, 2025Kingspan Group plc, Annual General Meeting, May 01, 2025. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Ireland
공시 • Feb 22Kingspan Group plc to Report Fiscal Year 2024 Results on Feb 21, 2025Kingspan Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Feb 21, 2025
공시 • Nov 26Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A.Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A. on November 25, 2024. Kingspan Group plc (ISE:KRX) completed the acquisition of 51% stake in Villalba S.A. on November 25, 2024.
공시 • Oct 22Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG).Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024. On completion, Kingspan holds 62.6% stake in Nordic Waterproofing. Kingspan Group plc (ISE:KRX) completed the acquisition of an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024.
공시 • Sep 19Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley.Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley on September 18, 2024.
공시 • May 19Kingspan Group plc to Report First Half, 2024 Results on Aug 16, 2024Kingspan Group plc announced that they will report first half, 2024 results on Aug 16, 2024
공시 • Apr 28Kingspan Group plc, Annual General Meeting, Apr 26, 2024Kingspan Group plc, Annual General Meeting, Apr 26, 2024, at 09:00 Coordinated Universal Time.
공시 • Feb 07Kingspan Group plc to Report Fiscal Year 2023 Results on Feb 16, 2024Kingspan Group plc announced that they will report fiscal year 2023 results at 7:00 AM, Coordinated Universal Time on Feb 16, 2024
공시 • Oct 11Kingspan Tables Takeover Offer for Nordic WaterproofingIrish building materials provider Kingspan Group Plc (ISE:KRX) has made an offer for the shares it does not already own in Nordic Waterproofing Holding AB (publ) (OM:NWG) that values the Swedish company at SEK 3.85 billion (USD 351 million/EUR 332 million). The offer of SEK 160 in cash per share comes after in September Kingspan increased its stake in Nordic Waterproofing to 30.9% by buying 1.65 million at the same price. The price is at a premium of 13.8% to Nordic Waterproofing's shares on September 13, before Kingspan's purchase meant its holding crossed the mandatory bid threshold. The acceptance period for the offer is expected to be between November 23 and February 2024.
공시 • Sep 15Kingspan Says Takeover Talks with Carlisle No Longer ActiveKingspan Group plc (ISE:KRX) confirmed it held "recent and informal discussions" on a potential takeover offer for US peer Carlisle Companies Incorporated (NYSE:CSL). However, Kingspan says there is "no active engagement" at present. Kingspan says it has "admired" Scottsdale, Arizona-based Carlisle for many years, "recognising the clear strategic fit". Bloomberg on September 10, 2023 reported that Kingspan had proposed a tie-up with Carlisle that would create a company with a market value of USD 30 billion. However, this was rejected by Carlisle. Kingspan adds on September 13, 2023: "The North American roofing space remains a key area of interest for Kingspan".
공시 • Aug 19Kingspan Group Delist its Ordinary Shares on the Official List of the London Stock ExchangeFurther to the announcement made on 20 July 2023, Kingspan announced that the listing of the Company's Ordinary Shares on the Official List of the Financial Conduct Authority and admission to trading on the Main Market for listed securities of the London Stock Exchange plc have now been cancelled with effect from 8.00 a.m. (Dublin time), 18 August 2023.
공시 • Aug 18Kingspan Group plc Declares Interim Dividend in Respect of 2023, Payable on 13 October 2023The directors of Kingspan Group plc have declared an interim dividend in respect of 2023 of 26.3 cent (H1 2022: 25.6 cent) which will be paid on 13 October 2023 to shareholders on the register on the record date of 8 September 2023.
공시 • Jul 18Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million.Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million on July 17, 2023. The initial consideration for the shares will be €35 per share, plus potential deferred consideration of up to a further €35 per share contingent on achievement of specified thresholds with a material uplift in profitability. The acquisition is expected to be earnings neutral initially, based on Kingspan consensus EPS for 2023 and Steico guidance for 2023. The acquisition is conditional on regulatory clearance and is expected to complete in early 2024.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €68.96, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.08 per share.
Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Louise Phelan 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.
Upcoming Dividend • Apr 06Upcoming dividend of €0.24 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).
Recent Insider Transactions • Mar 02Group CFO & Executive Director recently sold €625k worth of stockOn the 27th of February, Geoff Doherty sold around 10k shares on-market at roughly €62.54 per share. This transaction amounted to 3.7% 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 Geoff's only on-market trade for the last 12 months.
공시 • Feb 18Kingspan Group plc Announces Appointment of Louise Phelan as an Independent Non-Executive Director, Effective from 28 April 2023Kingspan Group plc announced the appointment of Louise Phelan as an independent Non-Executive Director with effect from 28 April 2023. Ms Phelan (56) was formerly Vice President Global Operations EMEA of PayPal, and is a highly respected business leader and adviser with experience leading global organizations in both the renewable energy and finance sectors. She is the senior independent non-executive director of Ryanair Holdings plc, and was previously a non-executive director of Voxpro. She is a member of the Irish Government's Top-Level Appointments Committee (TLAC), and a member of the President's advisory group at Technological University Dublin. She is also a former President of the American Chamber of Commerce in Ireland.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: €3.30 (vs €3.06 in FY 2021)Full year 2022 results: EPS: €3.30 (up from €3.06 in FY 2021). Revenue: €8.34b (up 28% from FY 2021). Net income: €598.0m (up 7.9% from FY 2021). Profit margin: 7.2% (down from 8.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buying Opportunity • Dec 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €68.26, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 4.0% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 28% share price gain to €62.68, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €74.34 per share.
공시 • Nov 08+ 1 more updateKingspan Group plc to Report Fiscal Year 2022 Results on Feb 17, 2023Kingspan Group plc announced that they will report fiscal year 2022 results on Feb 17, 2023
Upcoming Dividend • Sep 01Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).
Reported Earnings • Aug 21First half 2022 earnings released: EPS: €1.71 (vs €1.32 in 1H 2021)First half 2022 results: EPS: €1.71 (up from €1.32 in 1H 2021). Revenue: €4.15b (up 42% from 1H 2021). Net income: €309.5m (up 29% from 1H 2021). Profit margin: 7.5% (down from 8.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.8%, compared to a 11% growth forecast for the Building industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €60.84, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Building industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.60 per share.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €56.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.97 per share.
Recent Insider Transactions • Jun 11Independent Non-Executive Director recently bought €152k worth of stockOn the 7th of June, Eimear Moloney bought around 2k shares on-market at roughly €75.78 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • Mar 17Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €3.06 (up from €2.06 in FY 2020). Revenue: €6.50b (up 42% from FY 2020). Net income: €554.1m (up 48% from FY 2020). Profit margin: 8.5% (up from 8.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.1%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 02Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 08 October 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.4%).
Reported Earnings • Aug 22First half 2021 earnings released: EPS €1.32 (vs €0.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.92b (up 41% from 1H 2020). Net income: €240.3m (up 66% from 1H 2020). Profit margin: 8.2% (up from 7.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • May 08Independent Non-Executive Director has left the companyOn the 30th of April, Bruce McLennan's tenure as Independent Non-Executive Director ended after 5.8 years in the role. As of December 2020, Bruce personally held 10.00k shares (€612k worth at the time). A total of 2 executives have left over the last 12 months.
Upcoming Dividend • Mar 18Upcoming Dividend of €0.21 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 25th of March. The trailing yield of 0.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (1.7%).
Reported Earnings • Feb 20Full year 2020 earnings released: EPS €2.06 (vs €2.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €4.58b (down 1.8% from FY 2019). Net income: €373.6m (up 1.1% from FY 2019). Profit margin: 8.2% (up from 7.9% in FY 2019). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 9.0%, compared to a 3.7% growth forecast for the Building industry in Germany.
Is New 90 Day High Low • Feb 19New 90-day low: €52.50The company is down 29% from its price of €74.45 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.22 per share.
Is New 90 Day High Low • Jan 29New 90-day low: €56.40The company is down 24% from its price of €73.90 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building 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 €23.02 per share.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €60.35, the stock is trading at a trailing P/E ratio of 30.3x, down from the previous P/E ratio of 36.3x. This compares to an average P/E of 21x in the Building industry in Europe. Total returns to shareholders over the past year are 13%.
Is New 90 Day High Low • Dec 17New 90-day low: €66.35The company is down 10.0% from its price of €73.35 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.60 per share.
Is New 90 Day High Low • Nov 07New 90-day high: €82.30The company is up 31% from its price of €62.75 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.92 per share.
Is New 90 Day High Low • Oct 13New 90-day high: €78.00The company is up 26% from its price of €62.15 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.00 per share.