Travis Perkins (LFPB) 주식 개요트래비스 퍼킨스는 영국에서 건축 자재 제품을 유통하는 회사입니다. 자세히 보기LFPB 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장3/6과거 실적0/6재무 건전성4/6배당2/6강점수익은 매년 87.31% 증가할 것으로 예상됩니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석2.22% 의 배당금은 수익으로 잘 충당되지 않습니다.모든 위험 점검 보기LFPB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€5.9560.4% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-176m7b2016201920222025202620282031Revenue UK£5.3bEarnings UK£288.3mAdvancedSet Fair ValueView all narrativesTravis Perkins plc 경쟁사BrenntagSymbol: XTRA:BNRMarket cap: €8.3bHMS BergbauSymbol: XTRA:HMUMarket cap: €190.3mNordwest HandelSymbol: DB:NWXMarket cap: €55.1mWacker NeusonSymbol: XTRA:WACMarket cap: €1.2b가격 이력 및 성과Travis Perkins 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가UK£5.9552주 최고가UK£8.0552주 최저가UK£5.50베타1.281개월 변동-5.56%3개월 변동-25.16%1년 변동-16.20%3년 변동-41.55%5년 변동-68.82%IPO 이후 변동-79.29%최근 뉴스 및 업데이트공시 • 11h+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.공시 • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026공시 • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.공시 • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.공시 • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.공시 • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.더 많은 업데이트 보기Recent updates공시 • 11h+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.공시 • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026공시 • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.공시 • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.공시 • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.공시 • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.공시 • Oct 08Travis Perkins plc to Report Fiscal Year 2025 Results on Mar 17, 2026Travis Perkins plc announced that they will report fiscal year 2025 results on Mar 17, 2026공시 • May 02Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million.Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million on May 1, 2025. A cash consideration of £24 million will be paid by Gait Consulting. As part of consideration, £24 million is paid towards common equity of Staircraft Group Limited. Gait Consulting completed the acquisition of Staircraft Group Limited from Travis Perkins plc (LSE:TPK) on May 1, 2025공시 • Apr 02Travis Perkins plc, Annual General Meeting, May 14, 2025Travis Perkins plc, Annual General Meeting, May 14, 2025.공시 • Mar 12+ 1 more updateTravis Perkins plc Announces Stepping Down of Pete Redfern as CEOThe Board of Travis Perkins plc announced that regrettably, as a result of ill health, Pete Redfern will be stepping down as Chief Executive Officer with effective 10 March 2025. Geoff Drabble, Chair, will work with the management team to ensure the stability of the business and that it remains focused on progressing the actions that are already underway to improve performance, enhance profitability and create sustainable value for shareholders. The Nominations Committee will immediately commence a search for a successor CEO.공시 • Feb 04Jez Maiden Steps Down from the Role of Interim Chair of the Board of Travis PerkinsTravis Perkins plc announced the following changes to the roles and responsibilities of Geoff Drabble and Jez Maiden. Effective 1 February 2025: Geoff Drabble assumed the role of Chair of the Company’s board of Directors. Jez Maiden stepped down from the role of Interim Chair of the Board (“Interim Chair”) and reverted to his role as Senior Independent Director.공시 • Jan 21Travis Perkins plc to Report First Half, 2025 Results on Aug 05, 2025Travis Perkins plc announced that they will report first half, 2025 results on Aug 05, 2025Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Geoff Drabble was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Oct 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €10.50. The fair value is estimated to be €13.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Sep 26Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 08 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.1%).공시 • Sep 11Travis Perkins plc to Report Fiscal Year 2024 Results on Mar 04, 2025Travis Perkins plc announced that they will report fiscal year 2024 results on Mar 04, 2025Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 2.1% to €9.95. The fair value is estimated to be €12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.Declared Dividend • Aug 08First half dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 3rd October 2024 Payment date: 8th November 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Reported Earnings • Aug 07First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.29 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.29 in 1H 2023). Revenue: UK£2.36b (down 4.5% from 1H 2023). Net income: UK£4.70m (down 92% from 1H 2023). Profit margin: 0.2% (down from 2.4% in 1H 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 14% to €10.30. The fair value is estimated to be €13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.공시 • Jul 11+ 1 more updateTravis Perkins plc Announces Chief Executive Officer Changes, Effective 16 September 2024Travis Perkins plc announced Pete Redfern has been appointed as a Director of the Company and Chief Executive Officer with effect from 16 September 2024. Pete succeeds Nick Roberts, who will step down as CEO and from the Board on the same day. Pete brings over two decades of leadership, operational and finance experience in the construction sector, including 14 years as Group Chief Executive of Taylor Wimpey plc until 2022. During his time at Taylor Wimpey, Pete oversaw the transformation of the company into one of the largest housebuilders in the UK, and its elevation to the FTSE 100, restructuring the Group post its merger, building a strong financial position after the global financial crisis, refocusing the company on its UK operations and delivering a strategy that created significant shareholder value through a focus on organic growth. Alongside his sector experience, Pete also benefits from a deep understanding of Travis Perkins Group, having served on the Board as a Non-Executive Director for nine years to September 2023.공시 • Jul 10Travis Perkins plc Appoints Geoff Drabble as Non-Executive Director, with Effect from 1 October 2024DS Smith Plc announces that Non-Executive Director and Chair Geoff Drabble has been appointed as a Non-Executive Director of Travis Perkins plc with effect from 1 October 2024. Additionally, Drabble will assume the role of chair designate from the same date, transitioning to the position of chair at his earliest convenience. Drabble currently serves as the chair of Ferguson, a building materials distribution company, with a predominant presence in North America. He also holds the position of chair at DS Smith, an international packaging company. Previously, Drabble served as a non-executive director of Howden Joinery Group, Britain's leading specialist kitchen supplier, from 2015 to 2023, subsequently acting as its senior independent director. In his executive career, Drabble was group chief executive of Ashtead Group plc, the FTSE 100 listed international equipment hire company, from 2006 to 2019 and previously held senior executive positions in Laird Group and Black and Decker Corp.Buy Or Sell Opportunity • Jul 09Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €9.30. The fair value is estimated to be €11.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Buy Or Sell Opportunity • Jul 02Now 24% undervaluedOver the last 90 days, the stock has risen 8.5% to €8.95. The fair value is estimated to be €11.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Buy Or Sell Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock has risen 8.5% to €9.10. The fair value is estimated to be €11.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Buy Or Sell Opportunity • Apr 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €8.70. The fair value is estimated to be €10.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.공시 • Mar 28Nick Roberts Steps Down as Chief Executive Officer from Travis Perkins plcThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down as Chief Executive Officer after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.공시 • Mar 27Travis Perkins plc Announces Resignation of Nick Roberts from the BoardThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down from the Board after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.Upcoming Dividend • Mar 21Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 09 May 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 98% respectively. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.8%).공시 • Mar 20Travis Perkins plc to Report First Half, 2024 Results on Aug 06, 2024Travis Perkins plc announced that they will report first half, 2024 results on Aug 06, 2024Declared Dividend • Mar 07Final dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 28th March 2024 Payment date: 9th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 177% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Mar 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (98% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£0.18 (vs UK£0.91 in FY 2022)Full year 2023 results: EPS: UK£0.18 (down from UK£0.91 in FY 2022). Revenue: UK£4.86b (down 2.7% from FY 2022). Net income: UK£38.1m (down 80% from FY 2022). Profit margin: 0.8% (down from 3.8% in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.공시 • Feb 10Travis Perkins plc, Annual General Meeting, Apr 22, 2024Travis Perkins plc, Annual General Meeting, Apr 22, 2024.공시 • Jan 09Travis Perkins plc to Report Q4, 2023 Results on Mar 05, 2024Travis Perkins plc announced that they will report Q4, 2023 results on Mar 05, 2024공시 • Nov 15+ 1 more updateTravis Perkins plc Announces Management Changes, Effective 9 January 2024Travis Perkins plc announced that it has agreed with Alan Williams that he will retire from his role as Chief Financial Officer (“CFO”) on 9 January 2024. The Company further announced that Duncan Cooper will join the Company on 9 January 2024 as CFO.Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €10.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Sep 28Upcoming dividend of UK£0.13 per share at 4.7% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €12.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.0% net profit margin).공시 • Aug 02Travis Perkins plc Declares an Unchanged Interim Dividend, Payable on 10 November 2023Travis Perkins plc declared an unchanged interim dividend of 12.5 pence per share, reflecting the Group's robust financial position and confidence in the medium term outlook. The dividend will be paid on 10 November 2023 to shareholders on the register at the close of business on 6 October 2023. The Company's shares will go ex-dividend on 5 October 2023.Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.29 (vs UK£0.50 in 1H 2022)First half 2023 results: EPS: UK£0.29 (down from UK£0.50 in 1H 2022). Revenue: UK£2.47b (down 2.5% from 1H 2022). Net income: UK£60.2m (down 43% from 1H 2022). Profit margin: 2.4% (down from 4.2% in 1H 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buying Opportunity • Jul 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 3.0% per annum over the same time period.공시 • Jul 12+ 1 more updateTravis Perkins plc Announces Board ChangesTravis Perkins plc announced that Alan Williams has advised the Company’s board (“Board”) that he will be retiring as and stepping down from the Board in 2024, after seven years in the role.The exact dates on which Duncan Cooper will join the Board and Alan Williams will retire and step down from the Board are yet to be confirmed.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Jez Maiden 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.공시 • Jun 22Travis Perkins plc Announces Board ChangesTravis Perkins plc makes the following announcement: After nearly nine years as a Non-executive Director, Coline McConville will relinquish her role as Chair of the Remuneration Committee on 1 December 2023 and subsequently step down from the Company’s Board on 31 December 2023. Coline’s departure from the Board at the end of the year and Pete Redfern’s departure at the close of the Board’s meeting on 19 September this year, necessitate some changes to the membership of the Board’s Committees and other responsibilities amongst the Company’s Non-executive Directors. At its meeting earlier 21 June 2023, the Board resolved the following: With immediate effect Louise Hardy assumes the role of designated workforce engagement Non-executive Director, succeeding Pete Redfern. Jez Maiden is appointed as a member of the Audit Committee and the Nominations Committee with effect from the close of the Board’s meeting on 19 September 2023. Marianne Culver is appointed as a member of the Stay Safe Committee with effect from the close of the Board’s meeting on 19 September 2023. Louise Hardy is appointed Chair of the Remuneration Committee with effect from 1 December 2023, succeeding Coline McConville. Heath Drewett is appointed as a member of the Remuneration Committee with effect from 1 January 2024. Jora Gill is appointed as a member of the Audit Committee with effect from 1 January 2024.Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €12.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.공시 • May 06Travis Perkins plc Approves Final Dividend for the Financial Year Ended 31 December 2022Travis Perkins plc announced that at the AGM was held on 4 May 2023, the company approved the final dividend for the financial year ended 31 December 2022 of 26.5 pence per ordinary share.Upcoming Dividend • Mar 30Upcoming dividend of UK£0.27 per share at 4.1% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 18 May 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.91 (vs UK£1.04 in FY 2021)Full year 2022 results: EPS: UK£0.91 (down from UK£1.04 in FY 2021). Revenue: UK£4.99b (up 8.9% from FY 2021). Net income: UK£192.2m (down 20% from FY 2021). Profit margin: 3.8% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Dec 03Travis Perkins plc Appoints Louise Hardy as Non-Executive Director with Effect from 1St January 2023Severfield plc (the Company) notes that Louise Hardy, an independent non-executive director of the Company, has been appointed as a Non-executive Director of Travis Perkins plc with effect from 1st January 2023.공시 • Nov 10+ 2 more updatesTravis Perkins plc to Report Q2, 2023 Results on Aug 01, 2023Travis Perkins plc announced that they will report Q2, 2023 results on Aug 01, 2023Buying Opportunity • Oct 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €10.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 54%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.Upcoming Dividend • Sep 29Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 11 November 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.5%). Higher than average of industry peers (2.9%).공시 • Sep 19Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)Reported Earnings • Aug 03First half 2022 earnings released: EPS: UK£0.50 (vs UK£0.41 in 1H 2021)First half 2022 results: EPS: UK£0.50 (up from UK£0.41 in 1H 2021). Revenue: UK£2.53b (up 10% from 1H 2021). Net income: UK£106.1m (up 6.3% from 1H 2021). Profit margin: 4.2% (in line with 1H 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Aug 03Travis Perkins plc Declares Interim Dividend, Payable on 11 November 2022The Board of Travis Perkins plc has declared an Interim dividend of 12.5 pence per share (2021: 12.0 pence per share). The dividend will be paid on 11 November 2022 to shareholders on the register at the close of business on 7 October 2022. The Company's shares will go ex-dividend on 6 October 2022. The Company operates a Dividend Reinvestment Plan, elections for which must be received by the Company's registrar by 5.30pm on 21 October 2022.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.90, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Trade Distributors industry in Europe. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.73 per share.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jora Gill was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 24Upcoming dividend of UK£0.26 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£1.04 (up from UK£0.10 loss in FY 2020). Revenue: UK£4.59b (down 26% from FY 2020). Net income: UK£240.8m (up UK£263.2m from FY 2020). Profit margin: 5.2% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 8.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Dec 21Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million.Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million on December 20, 2021. In a related transaction, an unknown buyer acquired Westminster House, Gerrards Cross from Palace Capital Plc for £1.9 million. Travis Perkins plc (LSE:TPK) completed the acquisition of Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) on December 20, 2021.Upcoming Dividend • Sep 23Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 05 November 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Reported Earnings • Aug 04First half 2021 earnings released: EPS UK£0.41 (vs UK£0.39 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.30b (up 38% from 1H 2020). Net income: UK£99.8m (up UK£185.6m from 1H 2020). Profit margin: 4.3% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Executive Departure • Apr 03Independent Non-Executive Chairman Stuart Chambers has left the companyOn the 31st of March, Stuart Chambers' tenure as Independent Non-Executive Chairman ended after 3.4 years in the role. As of December 2020, Stuart personally held 10.31k shares (€158k worth at the time). Stuart is the only executive to leave the company over the last 12 months.Reported Earnings • Mar 03Full year 2020 earnings released: UK£0.09 loss per share (vs UK£0.49 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.16b (down 12% from FY 2019). Net loss: UK£22.4m (down 119% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 6.4%, compared to a 4.3% growth forecast for the Trade Distributors industry in Germany.Is New 90 Day High Low • Feb 21New 90-day high: €17.00The company is up 17% from its price of €14.58 on 20 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 Trade Distributors 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 €9.68 per share.Is New 90 Day High Low • Feb 04New 90-day high: €16.00The company is up 29% from its price of €12.44 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.37 per share.Is New 90 Day High Low • Jan 13New 90-day high: €15.60The company is up 17% from its price of €13.36 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.67 per share.공시 • Jan 08Standard Chartered PLC Appoints Jasmine Whitbread as Chair of the Board of Travis Perkins plc, Effective 31 March 2021Standard Chartered PLC announced that Jasmine Whitbread, independent non-executive director will be appointed Chair of the Board of Travis Perkins plc with effect from 31 March 2021.Is New 90 Day High Low • Dec 29New 90-day high: €15.44The company is up 29% from its price of €11.98 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.60 per share.Is New 90 Day High Low • Dec 04New 90-day high: €15.39The company is up 18% from its price of €13.00 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.72 per share.공시 • Nov 21The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK).The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK) on November 20, 2020. The deal is on a subject to planning basis. Subject to planning approval, the scheme has a target delivery for the 2023/24 academic year.Is New 90 Day High Low • Nov 12New 90-day high: €13.90The company is up 9.0% from its price of €12.78 on 14 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 Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.53 per share.공시 • Oct 03Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK).Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK) on October 1, 2020. Tile Giant Limited had business turnover in excess of £50 million. Post-closing, Coverings Ltd. will own 100% stake in Tile Giant Limited. Tile Giant will operate under its own autonomy continuing to pursue its individual strategy for growth and will continue to trade under the guidance of its existing senior leadership team and Managing Director James Heese will remain in place. Roger Esler of Dow Schofield Watts acted as the financial advisor and Dan McCormack of Lupton Fawcett acted as the legal advisor for Coverings Ltd. Freeths LLP acted as the legal advisor for Travis Perkins plc.공시 • Oct 01Stuart Chambers to Step Down as Non-Executive Chairman of Travis Perkins plcTravis Perkins plc announced that Stuart Chambers has informed the Board to step down in the coming months from his role as Non-executive Chairman of the company. No firm date on which he will step down has been agreed, but it is anticipated that he will leave the Board during the first half of 2021.Is New 90 Day High Low • Sep 22New 90-day low: €11.29The company is down 7.0% from its price of €12.11 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.38 per share.공시 • Jun 18Travis Perkins plc to Close 165 Stores with COVID-19 Recession on the HorizonTravis Perkins plc planed to close 165 stores due to the impact of COVID-19 on the economy.주주 수익률LFPBDE Trade DistributorsDE 시장7D1.7%-6.1%3.2%1Y-16.2%1.5%2.5%전체 주주 수익률 보기수익률 대 산업: LFPB은 지난 1년 동안 1.5%의 수익을 기록한 German Trade Distributors 산업보다 저조한 성과를 냈습니다.수익률 대 시장: LFPB은 지난 1년 동안 2.5%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is LFPB's price volatile compared to industry and market?LFPB volatilityLFPB Average Weekly Movement6.1%Trade Distributors Industry Average Movement5.4%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%안정적인 주가: LFPB는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: LFPB의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트179717,300Gavin Slarkwww.travisperkinsplc.co.uk트래비스 퍼킨스는 영국에서 건축 자재 제품을 유통하는 회사입니다. 이 회사는 머천트 및 툴스테이션 부문을 통해 운영됩니다. 이 회사는 공구와 건축 용품을 제공합니다.더 보기Travis Perkins plc 기초 지표 요약Travis Perkins의 순이익과 매출은 시가총액과 어떻게 비교됩니까?LFPB 기초 통계시가총액€1.33b순이익 (TTM)-€204.16m매출 (TTM)€5.29b0.3x주가매출비율(P/S)-6.5x주가수익비율(P/E)LFPB는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표LFPB 손익계산서 (TTM)매출UK£4.56b매출원가UK£3.37b총이익UK£1.19b기타 비용UK£1.37b순이익-UK£176.30m최근 보고된 실적Dec 31, 2025다음 실적 발표일Aug 04, 2026주당순이익(EPS)-0.83총이익률26.13%순이익률-3.86%부채/자본 비율24.0%LFPB의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.2%현재 배당 수익률-14%배당 성향LFPB는 안정적으로 배당을 지급합니까?LFPB 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 LFPB를 매수해야 하나요?Travis Perkins 배당 일정배당락일Apr 16 2026배당 지급일May 28 2026배당락일까지 남은 일수38 days배당 지급일까지 남은 일수4 daysLFPB는 안정적으로 배당을 지급합니까?LFPB 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 06:08종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Travis Perkins plc는 34명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Paul Daniel CheckettsBarclaysRajesh PatkiBarclaysEmily BiddulphBarclays31명의 분석가 더 보기
공시 • 11h+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.
공시 • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026
공시 • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.
공시 • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.
공시 • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.
공시 • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.
공시 • 11h+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.
공시 • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026
공시 • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.
공시 • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.
공시 • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.
공시 • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.
공시 • Oct 08Travis Perkins plc to Report Fiscal Year 2025 Results on Mar 17, 2026Travis Perkins plc announced that they will report fiscal year 2025 results on Mar 17, 2026
공시 • May 02Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million.Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million on May 1, 2025. A cash consideration of £24 million will be paid by Gait Consulting. As part of consideration, £24 million is paid towards common equity of Staircraft Group Limited. Gait Consulting completed the acquisition of Staircraft Group Limited from Travis Perkins plc (LSE:TPK) on May 1, 2025
공시 • Apr 02Travis Perkins plc, Annual General Meeting, May 14, 2025Travis Perkins plc, Annual General Meeting, May 14, 2025.
공시 • Mar 12+ 1 more updateTravis Perkins plc Announces Stepping Down of Pete Redfern as CEOThe Board of Travis Perkins plc announced that regrettably, as a result of ill health, Pete Redfern will be stepping down as Chief Executive Officer with effective 10 March 2025. Geoff Drabble, Chair, will work with the management team to ensure the stability of the business and that it remains focused on progressing the actions that are already underway to improve performance, enhance profitability and create sustainable value for shareholders. The Nominations Committee will immediately commence a search for a successor CEO.
공시 • Feb 04Jez Maiden Steps Down from the Role of Interim Chair of the Board of Travis PerkinsTravis Perkins plc announced the following changes to the roles and responsibilities of Geoff Drabble and Jez Maiden. Effective 1 February 2025: Geoff Drabble assumed the role of Chair of the Company’s board of Directors. Jez Maiden stepped down from the role of Interim Chair of the Board (“Interim Chair”) and reverted to his role as Senior Independent Director.
공시 • Jan 21Travis Perkins plc to Report First Half, 2025 Results on Aug 05, 2025Travis Perkins plc announced that they will report first half, 2025 results on Aug 05, 2025
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Geoff Drabble was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Oct 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €10.50. The fair value is estimated to be €13.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Sep 26Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 08 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.1%).
공시 • Sep 11Travis Perkins plc to Report Fiscal Year 2024 Results on Mar 04, 2025Travis Perkins plc announced that they will report fiscal year 2024 results on Mar 04, 2025
Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 2.1% to €9.95. The fair value is estimated to be €12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.
Declared Dividend • Aug 08First half dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 3rd October 2024 Payment date: 8th November 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Reported Earnings • Aug 07First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.29 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.29 in 1H 2023). Revenue: UK£2.36b (down 4.5% from 1H 2023). Net income: UK£4.70m (down 92% from 1H 2023). Profit margin: 0.2% (down from 2.4% in 1H 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 14% to €10.30. The fair value is estimated to be €13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
공시 • Jul 11+ 1 more updateTravis Perkins plc Announces Chief Executive Officer Changes, Effective 16 September 2024Travis Perkins plc announced Pete Redfern has been appointed as a Director of the Company and Chief Executive Officer with effect from 16 September 2024. Pete succeeds Nick Roberts, who will step down as CEO and from the Board on the same day. Pete brings over two decades of leadership, operational and finance experience in the construction sector, including 14 years as Group Chief Executive of Taylor Wimpey plc until 2022. During his time at Taylor Wimpey, Pete oversaw the transformation of the company into one of the largest housebuilders in the UK, and its elevation to the FTSE 100, restructuring the Group post its merger, building a strong financial position after the global financial crisis, refocusing the company on its UK operations and delivering a strategy that created significant shareholder value through a focus on organic growth. Alongside his sector experience, Pete also benefits from a deep understanding of Travis Perkins Group, having served on the Board as a Non-Executive Director for nine years to September 2023.
공시 • Jul 10Travis Perkins plc Appoints Geoff Drabble as Non-Executive Director, with Effect from 1 October 2024DS Smith Plc announces that Non-Executive Director and Chair Geoff Drabble has been appointed as a Non-Executive Director of Travis Perkins plc with effect from 1 October 2024. Additionally, Drabble will assume the role of chair designate from the same date, transitioning to the position of chair at his earliest convenience. Drabble currently serves as the chair of Ferguson, a building materials distribution company, with a predominant presence in North America. He also holds the position of chair at DS Smith, an international packaging company. Previously, Drabble served as a non-executive director of Howden Joinery Group, Britain's leading specialist kitchen supplier, from 2015 to 2023, subsequently acting as its senior independent director. In his executive career, Drabble was group chief executive of Ashtead Group plc, the FTSE 100 listed international equipment hire company, from 2006 to 2019 and previously held senior executive positions in Laird Group and Black and Decker Corp.
Buy Or Sell Opportunity • Jul 09Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €9.30. The fair value is estimated to be €11.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Buy Or Sell Opportunity • Jul 02Now 24% undervaluedOver the last 90 days, the stock has risen 8.5% to €8.95. The fair value is estimated to be €11.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Buy Or Sell Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock has risen 8.5% to €9.10. The fair value is estimated to be €11.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Buy Or Sell Opportunity • Apr 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €8.70. The fair value is estimated to be €10.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
공시 • Mar 28Nick Roberts Steps Down as Chief Executive Officer from Travis Perkins plcThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down as Chief Executive Officer after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.
공시 • Mar 27Travis Perkins plc Announces Resignation of Nick Roberts from the BoardThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down from the Board after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.
Upcoming Dividend • Mar 21Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 09 May 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 98% respectively. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.8%).
공시 • Mar 20Travis Perkins plc to Report First Half, 2024 Results on Aug 06, 2024Travis Perkins plc announced that they will report first half, 2024 results on Aug 06, 2024
Declared Dividend • Mar 07Final dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 28th March 2024 Payment date: 9th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 177% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Mar 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (98% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£0.18 (vs UK£0.91 in FY 2022)Full year 2023 results: EPS: UK£0.18 (down from UK£0.91 in FY 2022). Revenue: UK£4.86b (down 2.7% from FY 2022). Net income: UK£38.1m (down 80% from FY 2022). Profit margin: 0.8% (down from 3.8% in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
공시 • Feb 10Travis Perkins plc, Annual General Meeting, Apr 22, 2024Travis Perkins plc, Annual General Meeting, Apr 22, 2024.
공시 • Jan 09Travis Perkins plc to Report Q4, 2023 Results on Mar 05, 2024Travis Perkins plc announced that they will report Q4, 2023 results on Mar 05, 2024
공시 • Nov 15+ 1 more updateTravis Perkins plc Announces Management Changes, Effective 9 January 2024Travis Perkins plc announced that it has agreed with Alan Williams that he will retire from his role as Chief Financial Officer (“CFO”) on 9 January 2024. The Company further announced that Duncan Cooper will join the Company on 9 January 2024 as CFO.
Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €10.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Sep 28Upcoming dividend of UK£0.13 per share at 4.7% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).
Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €12.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.0% net profit margin).
공시 • Aug 02Travis Perkins plc Declares an Unchanged Interim Dividend, Payable on 10 November 2023Travis Perkins plc declared an unchanged interim dividend of 12.5 pence per share, reflecting the Group's robust financial position and confidence in the medium term outlook. The dividend will be paid on 10 November 2023 to shareholders on the register at the close of business on 6 October 2023. The Company's shares will go ex-dividend on 5 October 2023.
Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.29 (vs UK£0.50 in 1H 2022)First half 2023 results: EPS: UK£0.29 (down from UK£0.50 in 1H 2022). Revenue: UK£2.47b (down 2.5% from 1H 2022). Net income: UK£60.2m (down 43% from 1H 2022). Profit margin: 2.4% (down from 4.2% in 1H 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jul 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 3.0% per annum over the same time period.
공시 • Jul 12+ 1 more updateTravis Perkins plc Announces Board ChangesTravis Perkins plc announced that Alan Williams has advised the Company’s board (“Board”) that he will be retiring as and stepping down from the Board in 2024, after seven years in the role.The exact dates on which Duncan Cooper will join the Board and Alan Williams will retire and step down from the Board are yet to be confirmed.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Jez Maiden 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.
공시 • Jun 22Travis Perkins plc Announces Board ChangesTravis Perkins plc makes the following announcement: After nearly nine years as a Non-executive Director, Coline McConville will relinquish her role as Chair of the Remuneration Committee on 1 December 2023 and subsequently step down from the Company’s Board on 31 December 2023. Coline’s departure from the Board at the end of the year and Pete Redfern’s departure at the close of the Board’s meeting on 19 September this year, necessitate some changes to the membership of the Board’s Committees and other responsibilities amongst the Company’s Non-executive Directors. At its meeting earlier 21 June 2023, the Board resolved the following: With immediate effect Louise Hardy assumes the role of designated workforce engagement Non-executive Director, succeeding Pete Redfern. Jez Maiden is appointed as a member of the Audit Committee and the Nominations Committee with effect from the close of the Board’s meeting on 19 September 2023. Marianne Culver is appointed as a member of the Stay Safe Committee with effect from the close of the Board’s meeting on 19 September 2023. Louise Hardy is appointed Chair of the Remuneration Committee with effect from 1 December 2023, succeeding Coline McConville. Heath Drewett is appointed as a member of the Remuneration Committee with effect from 1 January 2024. Jora Gill is appointed as a member of the Audit Committee with effect from 1 January 2024.
Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €12.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.
공시 • May 06Travis Perkins plc Approves Final Dividend for the Financial Year Ended 31 December 2022Travis Perkins plc announced that at the AGM was held on 4 May 2023, the company approved the final dividend for the financial year ended 31 December 2022 of 26.5 pence per ordinary share.
Upcoming Dividend • Mar 30Upcoming dividend of UK£0.27 per share at 4.1% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 18 May 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.91 (vs UK£1.04 in FY 2021)Full year 2022 results: EPS: UK£0.91 (down from UK£1.04 in FY 2021). Revenue: UK£4.99b (up 8.9% from FY 2021). Net income: UK£192.2m (down 20% from FY 2021). Profit margin: 3.8% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Dec 03Travis Perkins plc Appoints Louise Hardy as Non-Executive Director with Effect from 1St January 2023Severfield plc (the Company) notes that Louise Hardy, an independent non-executive director of the Company, has been appointed as a Non-executive Director of Travis Perkins plc with effect from 1st January 2023.
공시 • Nov 10+ 2 more updatesTravis Perkins plc to Report Q2, 2023 Results on Aug 01, 2023Travis Perkins plc announced that they will report Q2, 2023 results on Aug 01, 2023
Buying Opportunity • Oct 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €10.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 54%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.
Upcoming Dividend • Sep 29Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 11 November 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.5%). Higher than average of industry peers (2.9%).
공시 • Sep 19Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)
Reported Earnings • Aug 03First half 2022 earnings released: EPS: UK£0.50 (vs UK£0.41 in 1H 2021)First half 2022 results: EPS: UK£0.50 (up from UK£0.41 in 1H 2021). Revenue: UK£2.53b (up 10% from 1H 2021). Net income: UK£106.1m (up 6.3% from 1H 2021). Profit margin: 4.2% (in line with 1H 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Aug 03Travis Perkins plc Declares Interim Dividend, Payable on 11 November 2022The Board of Travis Perkins plc has declared an Interim dividend of 12.5 pence per share (2021: 12.0 pence per share). The dividend will be paid on 11 November 2022 to shareholders on the register at the close of business on 7 October 2022. The Company's shares will go ex-dividend on 6 October 2022. The Company operates a Dividend Reinvestment Plan, elections for which must be received by the Company's registrar by 5.30pm on 21 October 2022.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.90, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Trade Distributors industry in Europe. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.73 per share.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jora Gill was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 24Upcoming dividend of UK£0.26 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£1.04 (up from UK£0.10 loss in FY 2020). Revenue: UK£4.59b (down 26% from FY 2020). Net income: UK£240.8m (up UK£263.2m from FY 2020). Profit margin: 5.2% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 8.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Dec 21Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million.Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million on December 20, 2021. In a related transaction, an unknown buyer acquired Westminster House, Gerrards Cross from Palace Capital Plc for £1.9 million. Travis Perkins plc (LSE:TPK) completed the acquisition of Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) on December 20, 2021.
Upcoming Dividend • Sep 23Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 05 November 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Reported Earnings • Aug 04First half 2021 earnings released: EPS UK£0.41 (vs UK£0.39 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.30b (up 38% from 1H 2020). Net income: UK£99.8m (up UK£185.6m from 1H 2020). Profit margin: 4.3% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Executive Departure • Apr 03Independent Non-Executive Chairman Stuart Chambers has left the companyOn the 31st of March, Stuart Chambers' tenure as Independent Non-Executive Chairman ended after 3.4 years in the role. As of December 2020, Stuart personally held 10.31k shares (€158k worth at the time). Stuart is the only executive to leave the company over the last 12 months.
Reported Earnings • Mar 03Full year 2020 earnings released: UK£0.09 loss per share (vs UK£0.49 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.16b (down 12% from FY 2019). Net loss: UK£22.4m (down 119% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 6.4%, compared to a 4.3% growth forecast for the Trade Distributors industry in Germany.
Is New 90 Day High Low • Feb 21New 90-day high: €17.00The company is up 17% from its price of €14.58 on 20 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 Trade Distributors 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 €9.68 per share.
Is New 90 Day High Low • Feb 04New 90-day high: €16.00The company is up 29% from its price of €12.44 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.37 per share.
Is New 90 Day High Low • Jan 13New 90-day high: €15.60The company is up 17% from its price of €13.36 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.67 per share.
공시 • Jan 08Standard Chartered PLC Appoints Jasmine Whitbread as Chair of the Board of Travis Perkins plc, Effective 31 March 2021Standard Chartered PLC announced that Jasmine Whitbread, independent non-executive director will be appointed Chair of the Board of Travis Perkins plc with effect from 31 March 2021.
Is New 90 Day High Low • Dec 29New 90-day high: €15.44The company is up 29% from its price of €11.98 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.60 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €15.39The company is up 18% from its price of €13.00 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.72 per share.
공시 • Nov 21The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK).The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK) on November 20, 2020. The deal is on a subject to planning basis. Subject to planning approval, the scheme has a target delivery for the 2023/24 academic year.
Is New 90 Day High Low • Nov 12New 90-day high: €13.90The company is up 9.0% from its price of €12.78 on 14 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 Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.53 per share.
공시 • Oct 03Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK).Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK) on October 1, 2020. Tile Giant Limited had business turnover in excess of £50 million. Post-closing, Coverings Ltd. will own 100% stake in Tile Giant Limited. Tile Giant will operate under its own autonomy continuing to pursue its individual strategy for growth and will continue to trade under the guidance of its existing senior leadership team and Managing Director James Heese will remain in place. Roger Esler of Dow Schofield Watts acted as the financial advisor and Dan McCormack of Lupton Fawcett acted as the legal advisor for Coverings Ltd. Freeths LLP acted as the legal advisor for Travis Perkins plc.
공시 • Oct 01Stuart Chambers to Step Down as Non-Executive Chairman of Travis Perkins plcTravis Perkins plc announced that Stuart Chambers has informed the Board to step down in the coming months from his role as Non-executive Chairman of the company. No firm date on which he will step down has been agreed, but it is anticipated that he will leave the Board during the first half of 2021.
Is New 90 Day High Low • Sep 22New 90-day low: €11.29The company is down 7.0% from its price of €12.11 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.38 per share.
공시 • Jun 18Travis Perkins plc to Close 165 Stores with COVID-19 Recession on the HorizonTravis Perkins plc planed to close 165 stores due to the impact of COVID-19 on the economy.
