View Future GrowthNVR 과거 순이익 실적과거 기준 점검 3/6NVR은 연평균 3.5%의 비율로 수입이 증가해 온 반면, Consumer Durables 산업은 수입이 3.4% 감소했습니다. 매출은 연평균 3.7%의 비율로 증가했습니다. NVR의 자기자본이익률은 35.4%이고 순이익률은 12.5%입니다.핵심 정보3.50%순이익 성장률7.68%주당순이익(EPS) 성장률Consumer Durables 산업 성장률-22.91%매출 성장률3.71%자기자본이익률35.45%순이익률12.49%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: US$140 (vs US$133 in 3Q 2023)Third quarter 2024 results: EPS: US$140. Revenue: US$2.77b (up 6.0% from 3Q 2023). Net income: US$429.3m (flat on 3Q 2023). Profit margin: 16% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$128 (vs US$124 in 2Q 2023)Second quarter 2024 results: EPS: US$128. Revenue: US$2.65b (up 12% from 2Q 2023). Net income: US$400.9m (flat on 2Q 2023). Profit margin: 15% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$124 (vs US$106 in 1Q 2023)First quarter 2024 results: EPS: US$124 (up from US$106 in 1Q 2023). Revenue: US$2.38b (up 7.4% from 1Q 2023). Net income: US$394.3m (up 14% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 21% per year.Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$0.49 (vs US$525 in FY 2022)Full year 2023 results: EPS: US$0.49 (down from US$525 in FY 2022). Revenue: US$9.68b (down 8.4% from FY 2022). Net income: US$1.59b (down 7.8% from FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$133 (vs US$126 in 3Q 2022)Third quarter 2023 results: EPS: US$133 (up from US$126 in 3Q 2022). Revenue: US$2.61b (down 6.3% from 3Q 2022). Net income: US$433.2m (up 5.3% from 3Q 2022). Profit margin: 17% (up from 15% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$124 (vs US$132 in 2Q 2022)Second quarter 2023 results: EPS: US$124 (down from US$132 in 2Q 2022). Revenue: US$2.38b (down 11% from 2Q 2022). Net income: US$404.0m (down 6.8% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is expected to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updates공시 • May 13NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of May 7, 2026, company had 2,699,292 total shares of common stock outstanding.공시 • Mar 18NVR, Inc., Annual General Meeting, May 07, 2026NVR, Inc., Annual General Meeting, May 07, 2026. Location: corporate headquarters, located at 11700 plaza america drive, suite 500, reston, virginia 20190., United States공시 • Feb 12NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of February 9, 2026, company had 2,793,760 total shares of common stock outstanding.공시 • Oct 01NVR, Inc. Appoints George R. Oliver to Its Board of Directors as an Independent Director, Effective October 1, 2025NVR, Inc. announced that George R. Oliver has been appointed to its Board of Directors as an independent director effective October 1, 2025.Mr. Oliver previously served as Chairman and Chief Executive Officer of Johnson Controls International plc from 2016 to July 2025. Mr. Oliver was the Chief Executive Officer and a Director of Tyco International Ltd. from 2012 to 2016, prior to its merger with Johnson Controls. In addition, Mr. Oliver led several business units at Tyco starting in 2006. Before joining Tyco, Mr. Oliver served in operational leadership roles of increasing responsibility at General Electric. Mr. Oliver currently serves on the board of RTX Corporation.공시 • Aug 12NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of August 7, 2025, company had 2,872,926 total shares of common stock outstanding.공시 • Jul 02NVR, Inc. Appoints Michael J. DeVito as an Independent Director, Effective July 1, 2025NVR, Inc. announced that Michael J. DeVito has been appointed to its Board of Directors as an independent director effective July 1, 2025. Mr. DeVito was the Chief Executive Officer and an Executive Director of Federal Home Loan Mortgage Corporation (Freddie Mac), one of the largest providers of mortgage financing in the country, from 2021 to 2024. Prior to working for Freddie Mac, Mr. DeVito worked for twenty-four years at Wells Fargo & Company in various home lending senior management positions of increasing responsibility. The last position Mr. DeVito held was Executive Vice President and Head of Home Lending.공시 • May 08NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of May 5, 2025, company had 2,924,012 total shares of common stock outstanding.공시 • Mar 21NVR, Inc., Annual General Meeting, May 06, 2025NVR, Inc., Annual General Meeting, May 06, 2025. Location: 11700 plaza america drive, suite 500, reston, virginia, United States공시 • Dec 12NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. The program has no expiration date. As of December 10, 2024, the company had 3,039,944 total shares of common stock outstanding.Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: US$140 (vs US$133 in 3Q 2023)Third quarter 2024 results: EPS: US$140. Revenue: US$2.77b (up 6.0% from 3Q 2023). Net income: US$429.3m (flat on 3Q 2023). Profit margin: 16% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.Recent Insider Transactions • Jul 31Independent Director recently sold €1.2m worth of stockOn the 29th of July, Alfred Festa sold around 148 shares on-market at roughly €7,933 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.3m. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$128 (vs US$124 in 2Q 2023)Second quarter 2024 results: EPS: US$128. Revenue: US$2.65b (up 12% from 2Q 2023). Net income: US$400.9m (flat on 2Q 2023). Profit margin: 15% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe.Recent Insider Transactions • May 10Independent Director recently sold €4.3m worth of stockOn the 8th of May, W. Rosier sold around 600 shares on-market at roughly €7,133 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months.공시 • May 10NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. The program has no expiration date. As of May 6, 2024, the company had 3,133,092 total shares of common stock outstanding.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$124 (vs US$106 in 1Q 2023)First quarter 2024 results: EPS: US$124 (up from US$106 in 1Q 2023). Revenue: US$2.38b (up 7.4% from 1Q 2023). Net income: US$394.3m (up 14% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 21% per year.공시 • Mar 20NVR, Inc., Annual General Meeting, May 07, 2024NVR, Inc., Annual General Meeting, May 07, 2024, at 11:00 US Eastern Standard Time. Location: 11700 Plaza America Drive, Suite 500 Reston Virginia United States Agenda: To elect ten directors from the nominees; to ratify the appointment of the accounting firm of KPMG LLP as independent auditor for the year ending December 31, 2024; to approve compensation paid to certain executive officers; to approve proposal to publish report on impact of diversity, equity and inclusion efforts; to expand political spending disclosure; and to transact other business matters.Recent Insider Transactions • Feb 27Senior VP recently sold €1.4m worth of stockOn the 22nd of February, Daniel Malzahn sold around 202 shares on-market at roughly €6,920 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Daniel has been a net seller over the last 12 months, reducing personal holdings by €16m.공시 • Feb 15NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. The program has no expiration date. As of February 12, 2024, the company had 3,186,147 total shares of common stock outstanding.Buy Or Sell Opportunity • Feb 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €6,650. The fair value is estimated to be €5,535, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are forecast to decline by 4.0% per annum over the same time period.Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$0.49 (vs US$525 in FY 2022)Full year 2023 results: EPS: US$0.49 (down from US$525 in FY 2022). Revenue: US$9.68b (down 8.4% from FY 2022). Net income: US$1.59b (down 7.8% from FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$133 (vs US$126 in 3Q 2022)Third quarter 2023 results: EPS: US$133 (up from US$126 in 3Q 2022). Revenue: US$2.61b (down 6.3% from 3Q 2022). Net income: US$433.2m (up 5.3% from 3Q 2022). Profit margin: 17% (up from 15% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 10Senior VP recently sold €3.2m worth of stockOn the 8th of August, Daniel Malzahn sold around 546 shares on-market at roughly €5,787 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Daniel has been a net seller over the last 12 months, reducing personal holdings by €21m.공시 • Aug 04NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $500 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. As of July 31, 2023, the company had 3,264,331 total shares of common stock outstanding.Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$124 (vs US$132 in 2Q 2022)Second quarter 2023 results: EPS: US$124 (down from US$132 in 2Q 2022). Revenue: US$2.38b (down 11% from 2Q 2022). Net income: US$404.0m (down 6.8% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is expected to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • May 18Senior VP recently sold €339k worth of stockOn the 15th of May, Daniel Malzahn sold around 63.0 shares on-market at roughly €5,386 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €11m. Daniel has been a net seller over the last 12 months, reducing personal holdings by €18m.Recent Insider Transactions • May 05Executive Chairman of the Board recently sold €3.7m worth of stockOn the 1st of May, Paul Saville sold around 694 shares on-market at roughly €5,325 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.3m. Paul has been a net seller over the last 12 months, reducing personal holdings by €7.9m.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$106 (vs US$126 in 1Q 2022)First quarter 2023 results: EPS: US$106 (down from US$126 in 1Q 2022). Revenue: US$2.21b (down 7.0% from 1Q 2022). Net income: US$344.4m (down 19% from 1Q 2022). Profit margin: 16% (down from 18% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 03President & CEO recently sold €6.3m worth of stockOn the 27th of February, Eugene Bredow sold around 1k shares on-market at roughly €4,866 per share. This transaction amounted to 39% 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 Eugene's only on-market trade for the last 12 months.Board Change • Mar 01Insufficient 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. 3 experienced directors. 6 highly experienced directors. Executive Chairman of the Board Paul Saville was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 09Executive Chairman recently sold €4.2m worth of stockOn the 2nd of February, Paul Saville sold around 846 shares on-market at roughly €4,972 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.7m. This was Paul's only on-market trade for the last 12 months.Reported Earnings • Feb 02Full year 2022 earnings released: EPS: US$525 (vs US$345 in FY 2021)Full year 2022 results: EPS: US$525 (up from US$345 in FY 2021). Revenue: US$10.6b (up 18% from FY 2021). Net income: US$1.73b (up 40% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 7.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Nov 17Senior VP recently sold €6.7m worth of stockOn the 10th of November, Daniel Malzahn sold around 2k shares on-market at roughly €4,350 per share. This transaction amounted to 16% 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 Daniel's only on-market trade for the last 12 months.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$126 (vs US$93.26 in 3Q 2021)Third quarter 2022 results: EPS: US$126 (up from US$93.26 in 3Q 2021). Revenue: US$2.79b (up 16% from 3Q 2021). Net income: US$411.4m (up 24% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue is expected to decline by 7.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 11Independent Director recently bought €105k worth of stockOn the 10th of August, Sallie Bailey bought around 25.0 shares on-market at roughly €4,217 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €524k more in shares than they have sold in the last 12 months.Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$132 (vs US$88.68 in 2Q 2021)Second quarter 2022 results: EPS: US$132 (up from US$88.68 in 2Q 2021). Revenue: US$2.67b (up 17% from 2Q 2021). Net income: US$433.3m (up 35% from 2Q 2021). Profit margin: 16% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 3.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient 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. 2 experienced directors. 9 highly experienced directors. Independent Director Sallie Bailey was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$345 (up from US$244 in FY 2020). Revenue: US$8.97b (up 19% from FY 2020). Net income: US$1.24b (up 37% from FY 2020). Profit margin: 14% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 12%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jan 02Insufficient 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. 2 experienced directors. 9 highly experienced directors. Independent Director Sallie Bailey was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 27Insider recently bought €418k worth of stockOn the 25th of October, Matthew Kelpy bought around 100 shares on-market at roughly €4,185 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €17m more in shares than they bought in the last 12 months.Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS US$93.26 (vs US$69.20 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$2.40b (up 20% from 3Q 2020). Net income: US$332.1m (up 30% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 27Second quarter 2021 earnings released: EPS US$88.68 (vs US$44.56 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$2.29b (up 41% from 2Q 2020). Net income: US$321.3m (up 96% from 2Q 2020). Profit margin: 14% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 22Second quarter 2021 earnings released: EPS US$88.68 (vs US$44.56 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$2.29b (up 41% from 2Q 2020). Net income: US$321.3m (up 96% from 2Q 2020). Profit margin: 14% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • May 13President & CEO recently sold €15m worth of stockOn the 10th of May, Paul Saville sold around 3k shares on-market at roughly €4,293 per share. This was the largest sale by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.Reported Earnings • Apr 24First quarter 2021 earnings released: EPS US$67.73 (vs US$47.97 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$2.05b (up 29% from 1Q 2020). Net income: US$248.8m (up 42% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.Is New 90 Day High Low • Mar 10New 90-day high: €3,980The company is up 23% from its price of €3,240 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5,890 per share.Recent Insider Transactions • Feb 04Senior VP & COO recently sold €473k worth of stockOn the 1st of February, Paul Praylo sold around 127 shares on-market at roughly €3,727 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.8m. This was Paul's only on-market trade for the last 12 months.Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$244 (vs US$241 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: US$7.56b (up 1.8% from FY 2019). Net income: US$901.2m (up 2.6% from FY 2019). Profit margin: 12% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 25%, compared to a 6.9% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Jan 26New 90-day high: €3,680The company is up 10.0% from its price of €3,360 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6,236 per share.Is New 90 Day High Low • Dec 04New 90-day low: €3,200The company is down 6.0% from its price of €3,400 on 04 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 Consumer Durables 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 €5,306 per share.Recent Insider Transactions • Nov 13Independent Director recently sold €1.8m worth of stockOn the 11th of November, Alfred Festa sold around 500 shares on-market at roughly €3,510 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$69.20The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.99b (up 3.8% from 3Q 2019). Net income: US$256.5m (up 15% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 05Revenue misses expectationsRevenue missed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 22%, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.Recent Insider Transactions • Oct 29Independent Director recently bought €107k worth of stockOn the 23rd of October, Alexandra Jung bought around 30.0 shares on-market at roughly €3,558 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €50m more in shares than they bought in the last 12 months.Analyst Estimate Surprise Post Earnings • Oct 20Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 5.9% at US$1.85b. Revenue is forecast to grow 18% over the next year, compared to a 4.0% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$852.4m, largely unchanged from the prior year. Total revenue was US$7.21b over the last 12 months, down 2.9% from the prior year.Is New 90 Day High Low • Oct 10New 90-day high: €3,680The company is up 30% from its price of €2,840 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5,523 per share.매출 및 비용 세부 내역NVR가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:NVE 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 269,9171,239592031 Dec 2510,4381,340600030 Sep 2510,5831,433612030 Jun 2510,7181,520619031 Mar 2510,7431,587611031 Dec 2410,6871,682598030 Sep 2410,2811,635598030 Jun 2410,1241,638591031 Mar 249,8471,642598031 Dec 239,6831,592589030 Sep 239,9421,636576030 Jun 2310,1191,615563031 Mar 2310,4081,644546031 Dec 2210,5751,726532030 Sep 2210,0721,605519030 Jun 229,6811,526502031 Mar 229,3031,414483031 Dec 218,9661,237475030 Sep 219,0861,207459030 Jun 218,6801,132453031 Mar 218,018974442031 Dec 207,563901431030 Sep 207,209852428030 Jun 207,136820432031 Mar 207,320866442031 Dec 197,426879448030 Sep 197,428855445030 Jun 197,366827445031 Mar 197,349820439031 Dec 187,187797429030 Sep 187,006690419030 Jun 186,819656405031 Mar 186,574601398031 Dec 176,320538392030 Sep 176,255564386030 Jun 176,123519383031 Mar 175,966463384031 Dec 165,833425382030 Sep 165,635408383030 Jun 165,500407379031 Mar 165,355409371031 Dec 155,168383371030 Sep 154,941348370030 Jun 154,7413223650양질의 수익: NVE는 고품질 수익을 보유하고 있습니다.이익 마진 증가: NVE의 현재 순 이익률 (12.5%)은 지난해 (14.8%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: NVE의 수익은 지난 5년 동안 연평균 3.5% 증가했습니다.성장 가속화: NVE은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: NVE은 지난 1년 동안 수익이 감소(-22%)하여 Consumer Durables 업계 평균(5.4%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: NVE의 자본 수익률(35.4%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 22:52종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스NVR, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rafe JadrosichBofA Global ResearchRyan GilbertBTIGPeter MartinCitizens JMP Securities, LLC16명의 분석가 더 보기
Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: US$140 (vs US$133 in 3Q 2023)Third quarter 2024 results: EPS: US$140. Revenue: US$2.77b (up 6.0% from 3Q 2023). Net income: US$429.3m (flat on 3Q 2023). Profit margin: 16% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$128 (vs US$124 in 2Q 2023)Second quarter 2024 results: EPS: US$128. Revenue: US$2.65b (up 12% from 2Q 2023). Net income: US$400.9m (flat on 2Q 2023). Profit margin: 15% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$124 (vs US$106 in 1Q 2023)First quarter 2024 results: EPS: US$124 (up from US$106 in 1Q 2023). Revenue: US$2.38b (up 7.4% from 1Q 2023). Net income: US$394.3m (up 14% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 21% per year.
Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$0.49 (vs US$525 in FY 2022)Full year 2023 results: EPS: US$0.49 (down from US$525 in FY 2022). Revenue: US$9.68b (down 8.4% from FY 2022). Net income: US$1.59b (down 7.8% from FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$133 (vs US$126 in 3Q 2022)Third quarter 2023 results: EPS: US$133 (up from US$126 in 3Q 2022). Revenue: US$2.61b (down 6.3% from 3Q 2022). Net income: US$433.2m (up 5.3% from 3Q 2022). Profit margin: 17% (up from 15% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$124 (vs US$132 in 2Q 2022)Second quarter 2023 results: EPS: US$124 (down from US$132 in 2Q 2022). Revenue: US$2.38b (down 11% from 2Q 2022). Net income: US$404.0m (down 6.8% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is expected to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
공시 • May 13NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of May 7, 2026, company had 2,699,292 total shares of common stock outstanding.
공시 • Mar 18NVR, Inc., Annual General Meeting, May 07, 2026NVR, Inc., Annual General Meeting, May 07, 2026. Location: corporate headquarters, located at 11700 plaza america drive, suite 500, reston, virginia 20190., United States
공시 • Feb 12NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of February 9, 2026, company had 2,793,760 total shares of common stock outstanding.
공시 • Oct 01NVR, Inc. Appoints George R. Oliver to Its Board of Directors as an Independent Director, Effective October 1, 2025NVR, Inc. announced that George R. Oliver has been appointed to its Board of Directors as an independent director effective October 1, 2025.Mr. Oliver previously served as Chairman and Chief Executive Officer of Johnson Controls International plc from 2016 to July 2025. Mr. Oliver was the Chief Executive Officer and a Director of Tyco International Ltd. from 2012 to 2016, prior to its merger with Johnson Controls. In addition, Mr. Oliver led several business units at Tyco starting in 2006. Before joining Tyco, Mr. Oliver served in operational leadership roles of increasing responsibility at General Electric. Mr. Oliver currently serves on the board of RTX Corporation.
공시 • Aug 12NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of August 7, 2025, company had 2,872,926 total shares of common stock outstanding.
공시 • Jul 02NVR, Inc. Appoints Michael J. DeVito as an Independent Director, Effective July 1, 2025NVR, Inc. announced that Michael J. DeVito has been appointed to its Board of Directors as an independent director effective July 1, 2025. Mr. DeVito was the Chief Executive Officer and an Executive Director of Federal Home Loan Mortgage Corporation (Freddie Mac), one of the largest providers of mortgage financing in the country, from 2021 to 2024. Prior to working for Freddie Mac, Mr. DeVito worked for twenty-four years at Wells Fargo & Company in various home lending senior management positions of increasing responsibility. The last position Mr. DeVito held was Executive Vice President and Head of Home Lending.
공시 • May 08NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The program has no expiration date. As of May 5, 2025, company had 2,924,012 total shares of common stock outstanding.
공시 • Mar 21NVR, Inc., Annual General Meeting, May 06, 2025NVR, Inc., Annual General Meeting, May 06, 2025. Location: 11700 plaza america drive, suite 500, reston, virginia, United States
공시 • Dec 12NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. The program has no expiration date. As of December 10, 2024, the company had 3,039,944 total shares of common stock outstanding.
Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: US$140 (vs US$133 in 3Q 2023)Third quarter 2024 results: EPS: US$140. Revenue: US$2.77b (up 6.0% from 3Q 2023). Net income: US$429.3m (flat on 3Q 2023). Profit margin: 16% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.
Recent Insider Transactions • Jul 31Independent Director recently sold €1.2m worth of stockOn the 29th of July, Alfred Festa sold around 148 shares on-market at roughly €7,933 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.3m. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$128 (vs US$124 in 2Q 2023)Second quarter 2024 results: EPS: US$128. Revenue: US$2.65b (up 12% from 2Q 2023). Net income: US$400.9m (flat on 2Q 2023). Profit margin: 15% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe.
Recent Insider Transactions • May 10Independent Director recently sold €4.3m worth of stockOn the 8th of May, W. Rosier sold around 600 shares on-market at roughly €7,133 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months.
공시 • May 10NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. The program has no expiration date. As of May 6, 2024, the company had 3,133,092 total shares of common stock outstanding.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$124 (vs US$106 in 1Q 2023)First quarter 2024 results: EPS: US$124 (up from US$106 in 1Q 2023). Revenue: US$2.38b (up 7.4% from 1Q 2023). Net income: US$394.3m (up 14% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 21% per year.
공시 • Mar 20NVR, Inc., Annual General Meeting, May 07, 2024NVR, Inc., Annual General Meeting, May 07, 2024, at 11:00 US Eastern Standard Time. Location: 11700 Plaza America Drive, Suite 500 Reston Virginia United States Agenda: To elect ten directors from the nominees; to ratify the appointment of the accounting firm of KPMG LLP as independent auditor for the year ending December 31, 2024; to approve compensation paid to certain executive officers; to approve proposal to publish report on impact of diversity, equity and inclusion efforts; to expand political spending disclosure; and to transact other business matters.
Recent Insider Transactions • Feb 27Senior VP recently sold €1.4m worth of stockOn the 22nd of February, Daniel Malzahn sold around 202 shares on-market at roughly €6,920 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Daniel has been a net seller over the last 12 months, reducing personal holdings by €16m.
공시 • Feb 15NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $750 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. The program has no expiration date. As of February 12, 2024, the company had 3,186,147 total shares of common stock outstanding.
Buy Or Sell Opportunity • Feb 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €6,650. The fair value is estimated to be €5,535, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are forecast to decline by 4.0% per annum over the same time period.
Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$0.49 (vs US$525 in FY 2022)Full year 2023 results: EPS: US$0.49 (down from US$525 in FY 2022). Revenue: US$9.68b (down 8.4% from FY 2022). Net income: US$1.59b (down 7.8% from FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$133 (vs US$126 in 3Q 2022)Third quarter 2023 results: EPS: US$133 (up from US$126 in 3Q 2022). Revenue: US$2.61b (down 6.3% from 3Q 2022). Net income: US$433.2m (up 5.3% from 3Q 2022). Profit margin: 17% (up from 15% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 10Senior VP recently sold €3.2m worth of stockOn the 8th of August, Daniel Malzahn sold around 546 shares on-market at roughly €5,787 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Daniel has been a net seller over the last 12 months, reducing personal holdings by €21m.
공시 • Aug 04NVR, Inc. (NYSE:NVR) announces an Equity Buyback for $500 million worth of its shares.NVR, Inc. (NYSE:NVR) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its outstanding common stock. The purpose of the program is to maximize the shareholder value. As of July 31, 2023, the company had 3,264,331 total shares of common stock outstanding.
Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$124 (vs US$132 in 2Q 2022)Second quarter 2023 results: EPS: US$124 (down from US$132 in 2Q 2022). Revenue: US$2.38b (down 11% from 2Q 2022). Net income: US$404.0m (down 6.8% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is expected to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • May 18Senior VP recently sold €339k worth of stockOn the 15th of May, Daniel Malzahn sold around 63.0 shares on-market at roughly €5,386 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €11m. Daniel has been a net seller over the last 12 months, reducing personal holdings by €18m.
Recent Insider Transactions • May 05Executive Chairman of the Board recently sold €3.7m worth of stockOn the 1st of May, Paul Saville sold around 694 shares on-market at roughly €5,325 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.3m. Paul has been a net seller over the last 12 months, reducing personal holdings by €7.9m.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$106 (vs US$126 in 1Q 2022)First quarter 2023 results: EPS: US$106 (down from US$126 in 1Q 2022). Revenue: US$2.21b (down 7.0% from 1Q 2022). Net income: US$344.4m (down 19% from 1Q 2022). Profit margin: 16% (down from 18% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 03President & CEO recently sold €6.3m worth of stockOn the 27th of February, Eugene Bredow sold around 1k shares on-market at roughly €4,866 per share. This transaction amounted to 39% 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 Eugene's only on-market trade for the last 12 months.
Board Change • Mar 01Insufficient 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. 3 experienced directors. 6 highly experienced directors. Executive Chairman of the Board Paul Saville was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 09Executive Chairman recently sold €4.2m worth of stockOn the 2nd of February, Paul Saville sold around 846 shares on-market at roughly €4,972 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.7m. This was Paul's only on-market trade for the last 12 months.
Reported Earnings • Feb 02Full year 2022 earnings released: EPS: US$525 (vs US$345 in FY 2021)Full year 2022 results: EPS: US$525 (up from US$345 in FY 2021). Revenue: US$10.6b (up 18% from FY 2021). Net income: US$1.73b (up 40% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 7.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Nov 17Senior VP recently sold €6.7m worth of stockOn the 10th of November, Daniel Malzahn sold around 2k shares on-market at roughly €4,350 per share. This transaction amounted to 16% 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 Daniel's only on-market trade for the last 12 months.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$126 (vs US$93.26 in 3Q 2021)Third quarter 2022 results: EPS: US$126 (up from US$93.26 in 3Q 2021). Revenue: US$2.79b (up 16% from 3Q 2021). Net income: US$411.4m (up 24% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue is expected to decline by 7.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 11Independent Director recently bought €105k worth of stockOn the 10th of August, Sallie Bailey bought around 25.0 shares on-market at roughly €4,217 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €524k more in shares than they have sold in the last 12 months.
Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$132 (vs US$88.68 in 2Q 2021)Second quarter 2022 results: EPS: US$132 (up from US$88.68 in 2Q 2021). Revenue: US$2.67b (up 17% from 2Q 2021). Net income: US$433.3m (up 35% from 2Q 2021). Profit margin: 16% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 3.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient 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. 2 experienced directors. 9 highly experienced directors. Independent Director Sallie Bailey was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$345 (up from US$244 in FY 2020). Revenue: US$8.97b (up 19% from FY 2020). Net income: US$1.24b (up 37% from FY 2020). Profit margin: 14% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 12%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jan 02Insufficient 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. 2 experienced directors. 9 highly experienced directors. Independent Director Sallie Bailey was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 27Insider recently bought €418k worth of stockOn the 25th of October, Matthew Kelpy bought around 100 shares on-market at roughly €4,185 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €17m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS US$93.26 (vs US$69.20 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$2.40b (up 20% from 3Q 2020). Net income: US$332.1m (up 30% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 27Second quarter 2021 earnings released: EPS US$88.68 (vs US$44.56 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$2.29b (up 41% from 2Q 2020). Net income: US$321.3m (up 96% from 2Q 2020). Profit margin: 14% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 22Second quarter 2021 earnings released: EPS US$88.68 (vs US$44.56 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$2.29b (up 41% from 2Q 2020). Net income: US$321.3m (up 96% from 2Q 2020). Profit margin: 14% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • May 13President & CEO recently sold €15m worth of stockOn the 10th of May, Paul Saville sold around 3k shares on-market at roughly €4,293 per share. This was the largest sale by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.
Reported Earnings • Apr 24First quarter 2021 earnings released: EPS US$67.73 (vs US$47.97 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$2.05b (up 29% from 1Q 2020). Net income: US$248.8m (up 42% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
Is New 90 Day High Low • Mar 10New 90-day high: €3,980The company is up 23% from its price of €3,240 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5,890 per share.
Recent Insider Transactions • Feb 04Senior VP & COO recently sold €473k worth of stockOn the 1st of February, Paul Praylo sold around 127 shares on-market at roughly €3,727 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.8m. This was Paul's only on-market trade for the last 12 months.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$244 (vs US$241 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: US$7.56b (up 1.8% from FY 2019). Net income: US$901.2m (up 2.6% from FY 2019). Profit margin: 12% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 25%, compared to a 6.9% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Jan 26New 90-day high: €3,680The company is up 10.0% from its price of €3,360 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6,236 per share.
Is New 90 Day High Low • Dec 04New 90-day low: €3,200The company is down 6.0% from its price of €3,400 on 04 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 Consumer Durables 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 €5,306 per share.
Recent Insider Transactions • Nov 13Independent Director recently sold €1.8m worth of stockOn the 11th of November, Alfred Festa sold around 500 shares on-market at roughly €3,510 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$69.20The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.99b (up 3.8% from 3Q 2019). Net income: US$256.5m (up 15% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue misses expectationsRevenue missed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 22%, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.
Recent Insider Transactions • Oct 29Independent Director recently bought €107k worth of stockOn the 23rd of October, Alexandra Jung bought around 30.0 shares on-market at roughly €3,558 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €50m more in shares than they bought in the last 12 months.
Analyst Estimate Surprise Post Earnings • Oct 20Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 5.9% at US$1.85b. Revenue is forecast to grow 18% over the next year, compared to a 4.0% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$852.4m, largely unchanged from the prior year. Total revenue was US$7.21b over the last 12 months, down 2.9% from the prior year.
Is New 90 Day High Low • Oct 10New 90-day high: €3,680The company is up 30% from its price of €2,840 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5,523 per share.