View ValuationAker Solutions 향후 성장Future 기준 점검 0/6Aker Solutions 의 수익과 수익은 각각 연간 16.9% 및 26.1% 감소할 것으로 예상됩니다. EPS는 연간 23.7% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.2% 로 예상됩니다.핵심 정보-26.1%이익 성장률-23.66%EPS 성장률Energy Services 이익 성장7.8%매출 성장률-16.9%향후 자기자본이익률15.17%애널리스트 커버리지Good마지막 업데이트12 May 2026최근 향후 성장 업데이트공시 • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.공시 • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.공시 • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.공시 • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.공시 • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.공시 • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.모든 업데이트 보기Recent updatesBoard Change • 4hLess than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Elisabeth Torstad was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.공시 • Apr 17+ 2 more updatesAker Solutions Asa Approves Extraordinary Dividend, Payable on April 27, 2026Aker Solutions ASA announced at the AGM held on April 16, 2026, approved extraordinary dividend of NOK 5.00 per share. The dividends are payable to shareholders holding shares in the company as of April 16, 2026. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 17, 2026. The dividends will be paid on April 27, 2026.공시 • Mar 20+ 1 more updateAker Solutions ASA Proposes Ordinary Cash Dividend, Payable on 27 April 2026Aker Solutions ASA proposed ordinary cash dividend of NOK 1.7 billion to be paid by the company on 27 April 2026. Dividend amount per share is NOK 3.60 per share Record date: 20 April 2026. Ex-date: 17 April 2026. The proposed distribution of the cash dividend is subject to approval by the AGM to be held on 16 April 2026.공시 • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.공시 • Nov 25Aker Solutions ASA, Annual General Meeting, Apr 16, 2026Aker Solutions ASA, Annual General Meeting, Apr 16, 2026.공시 • Nov 24+ 4 more updatesAker Solutions ASA to Report First Half, 2026 Results on Jul 14, 2026Aker Solutions ASA announced that they will report first half, 2026 results on Jul 14, 2026공시 • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.공시 • Aug 16Aker Solutions Asa Announces Executive ChangesAker Solutions ASA has been informed that employee representative Stian Pettersen Sagvold will resign from the board of the company effective September 1, 2025. The resignation is triggered by Sagvold's recent election to the management of Fellesforbundet, part of the Norwegian Confederation of Trade Unions (LO).Deputy board member Sigurd Mosheim Sævareid will replace Sagvold. The deputy position will not be replaced until the next ordinary election for employee representatives.공시 • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.공시 • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.공시 • Apr 28Aker Solutions ASA Approves Dividend, Payable on May 8, 2025The annual general meeting of Aker Solutions ASA was held on April 28, 2025 as a digital meeting with online participation. The general meeting approved distribution of a dividend of NOK 3.30 per share. The dividend is payable to shareholders holding shares in the company as of April 28, 2025. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 29, 2025. The dividend will be paid on May 8, 2025.공시 • Mar 31Aker Solutions ASA Proposes Cash Dividend, Payable on 8 May 2025Aker Solutions ASA presents key information related to the proposed cash dividend to be paid by the company. Total dividend amount: NOK 1,624,151,394; Dividend amount per share: NOK 3.30 per share. Ex-date: 29 April 2025 with Record date: 30 April 2025. Payment date: 8 May 2025. The proposed distribution of the cash dividend is subject to approval by the Annual General Meeting of Aker Solutions ASA to be held on 28 April 2025.공시 • Feb 13Aker Solutions ASA Proposes Dividend for the Fiscal Year 2024, Payable in 2025Based on Aker Solutions ASA’ financial position and positive outlook, the Board of Directors will propose a dividend of NOK 3.30 per share for the fiscal year 2024, to be paid in 2025, pending approval in the Annual General Meeting on April 28, 2025. The dividend payment represents approximately 50% of net income excl. special items, in line with the ordinary dividend policy.공시 • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.공시 • Dec 09Aker Solutions ASA, Annual General Meeting, Apr 28, 2025Aker Solutions ASA, Annual General Meeting, Apr 28, 2025.공시 • Dec 06+ 4 more updatesAker Solutions ASA to Report Q1, 2025 Results on Apr 30, 2025Aker Solutions ASA announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Nov 22Aker Solutions ASA Approves Dividend, Payable on December 2, 2024Aker Solutions ASA announced that at its EGM held on November 22, 2024, the shareholders approved distribution of a dividend of NOK 21.00 per share. The dividend is payable to shareholders holding shares in the company as of November 22, 2024. The shares will be traded ex-dividend on the Euronext Oslo Stock Exchange from and including November 25, 2024. The dividend will be paid on December 2, 2024.Buy Or Sell Opportunity • Nov 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to €4.18. The fair value is estimated to be €3.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 3.9% per annum. Earnings are forecast to grow by 7.8% per annum over the same time period.공시 • Nov 01Aker Solutions ASA Proposes extraordinary Cash Dividend, Payable on 2 December 2024The Board of Directors of Aker Solutions ASA has proposed to pay out an extraordinary cash dividend of NOK 21.00 per share, pending approval in an Extraordinary General Meeting (EGM) to be held on November 22, 2024. Total dividend amount (excluding own shares): NOK 10 billion; Last day including right: 22 November 2024; Ex-date: 25 November 2024; Record date: 26 November 2024; Payment date: 2 December 2024.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Energy Services industry in Europe. Total returns to shareholders of 218% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.46 per share.Reported Earnings • Jul 14Second quarter 2024 earnings released: EPS: kr1.10 (vs kr1.08 in 2Q 2023)Second quarter 2024 results: EPS: kr1.10 (up from kr1.08 in 2Q 2023). Revenue: kr13.0b (down 8.0% from 2Q 2023). Net income: kr534.0m (up 1.1% from 2Q 2023). Profit margin: 4.1% (up from 3.7% in 2Q 2023). Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.공시 • Jul 12Aker Solutions Provides Revenue Guidance for the Full Year of 2024Aker Solutions provided revenue guidance for the full year of 2024. The company now expects revenues in 2024 to grow to a level of around NOK 50 billion, representing a year-on-year growth of around 40% compared to 2023.Buy Or Sell Opportunity • Apr 30Now 20% undervaluedOver the last 90 days, the stock has risen 3.4% to €3.57. The fair value is estimated to be €4.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 133% in the next 2 years.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr1.82 (vs kr0.79 in 1Q 2023)First quarter 2024 results: EPS: kr1.82 (up from kr0.79 in 1Q 2023). Revenue: kr11.5b (flat on 1Q 2023). Net income: kr890.0m (up 130% from 1Q 2023). Profit margin: 7.8% (up from 3.4% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.공시 • Apr 26Aker Solutions ASA Provides Revenue Guidance for the Full Year 2024Aker Solutions ASA provided revenue guidance for the full year 2024. For the period, the company expects revenue to increase about 30% compared to 2023.공시 • Apr 16Aker Solutions Appoints Guro Rausand as Executive Vice President of SafeguardingAker Solutions announced Guro Rausand as executive vice president of Safeguarding. Guro Rausand will join Aker Solutions from @OneSubsea where she currently heads up major projects. Before joining OneSubsea in October 2023, Guro spent 15 years with Aker Solutions. As EVP of safeguarding, Guro will be responsible for HSSE, legal, compliance, governance, and project controls. She will assume her new position in June.공시 • Apr 11Aker Solutions ASA Approves Dividend, Payable on April 22, 2024Aker Solutions ASA at its annual general meeting held on April 11, 2024, approved distribution of a dividend of NOK 2.00 per share. The dividend is payable to shareholders holding shares in the company as per April 11, 2024. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 12, 2024. The dividend will be paid on April 22, 2024.Upcoming Dividend • Apr 05Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 22 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).공시 • Feb 13Aker Solutions ASA (OB:AKSO) announces an Equity Buyback for 12,500,000 shares, for NOK 500 million.Aker Solutions ASA (OB:AKSO) announces a share repurchase program. Under the program, the company will repurchase up to 12,500,000 shares for a total of NOK 500 million. The repurchased shares will be used for the purpose of investment or for subsequent sale or deletion of such shares. The program will be valid till July 31, 2024.Declared Dividend • Feb 12Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 12th April 2024 Payment date: 1st January 1970 Dividend yield will be 62%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 10x earnings). However, it is well covered by cash flows (25% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,032% to bring the payout ratio under control. EPS is expected to grow by 213% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr0.20 (vs kr2.42 in FY 2022)Full year 2023 results: EPS: kr0.20 (down from kr2.42 in FY 2022). Revenue: kr36.3b (down 12% from FY 2022). Net income: kr96.0m (down 92% from FY 2022). Profit margin: 0.3% (down from 2.9% in FY 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.공시 • Feb 08+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2024Aker Solutions ASA provided earnings guidance for the year 2024. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2024 to be up by around 15%.공시 • Nov 21+ 3 more updatesAker Solutions ASA to Report Q3, 2024 Results on Oct 31, 2024Aker Solutions ASA announced that they will report Q3, 2024 results on Oct 31, 2024공시 • Nov 20+ 1 more updateAker Solutions ASA, Annual General Meeting, Apr 11, 2024Aker Solutions ASA, Annual General Meeting, Apr 11, 2024.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: kr1.75 (vs kr0.62 in 3Q 2022)Third quarter 2023 results: EPS: kr1.75 (up from kr0.62 in 3Q 2022). Revenue: kr14.3b (up 42% from 3Q 2022). Net income: kr853.0m (up 180% from 3Q 2022). Profit margin: 6.0% (up from 3.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.4% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.공시 • Oct 30Aker Solutions Asa Provides Revenue Guidance for 2023Aker Solutions ASA provided revenue guidance for 2023. Based on ongoing projects and secured order backlog, the company now expects full-year 2023 revenues, excluding Subsea, to be around NOK 34 billion.공시 • Jul 14Aker Solutions ASA Updates Revenue Guidance for 2023Aker Solutions ASA updated its revenue guidance and now expects revenue to increase by about 30% in 2023 over 2022 levels.Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: kr1.08 (vs kr0.55 in 2Q 2022)Second quarter 2023 results: EPS: kr1.08 (up from kr0.55 in 2Q 2022). Revenue: kr14.2b (up 35% from 2Q 2022). Net income: kr528.0m (up 96% from 2Q 2022). Profit margin: 3.7% (up from 2.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 07First quarter 2023 earnings released: EPS: kr0.79 (vs kr0.34 in 1Q 2022)First quarter 2023 results: EPS: kr0.79 (up from kr0.34 in 1Q 2022). Revenue: kr11.5b (up 39% from 1Q 2022). Net income: kr387.0m (up 136% from 1Q 2022). Profit margin: 3.4% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 75% per year, which means it is significantly lagging earnings growth.공시 • May 05Aker Solutions ASA Provides Earnings Guidance for the Year 2023Aker Solutions ASA provided earnings guidance for the year 2023. For the year, the company expects full-year revenue in 2023 is expected to increase by more than 15% compared to 2022.Upcoming Dividend • Apr 08Upcoming dividend of kr1.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).Reported Earnings • Feb 09Full year 2022 earnings released: EPS: kr2.42 (vs kr0.52 in FY 2021)Full year 2022 results: EPS: kr2.42 (up from kr0.52 in FY 2021). Revenue: kr41.4b (up 42% from FY 2021). Net income: kr1.18b (up 364% from FY 2021). Profit margin: 2.8% (up from 0.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.공시 • Feb 08+ 1 more updateAker Solutions ASA Provides Revenue Guidance for 2023Aker Solutions delivered a strong revenue growth of 41% in 2022. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2023 to be up by around 15%.Buying Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be €4.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Buying Opportunity • Jan 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €4.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.Board Change • Nov 16No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: kr0.62 (vs kr0.21 in 3Q 2021)Third quarter 2022 results: EPS: kr0.62 (up from kr0.21 in 3Q 2021). Revenue: kr10.0b (up 37% from 3Q 2021). Net income: kr305.0m (up 193% from 3Q 2021). Profit margin: 3.0% (up from 1.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공시 • Oct 25Aker Solutions ASA Provides Earnings Guidance for the Full-Year 2022Aker Solutions ASA provided earnings guidance for the full-year 2022. For the year, the company expects revenue up by more than 35% in 2022 from 2021.공시 • Oct 19+ 5 more updatesAker Solutions ASA to Report First Half, 2023 Results on Jul 13, 2023Aker Solutions ASA announced that they will report first half, 2023 results on Jul 13, 2023Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: kr0.55 (vs kr0.12 in 2Q 2021)Second quarter 2022 results: EPS: kr0.55 (up from kr0.12 in 2Q 2021). Revenue: kr10.5b (up 53% from 2Q 2021). Net income: kr269.0m (up 348% from 2Q 2021). Profit margin: 2.6% (up from 0.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.7%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Jul 15Aker Solutions ASA (OB:AKSO) acquired of Frontica Engineering AS for NOK 18 million.Aker Solutions ASA (OB:AKSO) acquired of Frontica Engineering AS for NOK 18 million on June 30, 2022. Aker Solutions ASA (OB:AKSO) completed the acquisition of Frontica Engineering AS on June 30, 2022.공시 • Jul 14Aker Solutions ASA Provides Revenue Guidance for the Full Year 2022Aker Solutions ASA provided revenue guidance for the full year of 2022. For the year, company expects full-year revenue up by around 30% in 2022.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €2.99, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 13% over the past three years.Reported Earnings • May 04First quarter 2022 earnings released: EPS: kr0.34 (vs kr0.055 in 1Q 2021)First quarter 2022 results: EPS: kr0.34 (up from kr0.055 in 1Q 2021). Revenue: kr8.29b (up 28% from 1Q 2021). Net income: kr164.0m (up kr137.0m from 1Q 2021). Profit margin: 2.0% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Board Change • Apr 27No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Apr 10Aker Kværner Holding AS acquired 6.067508% stake in Aker Solutions ASA (OB:AKSO) for NOK 809 million.Aker Kværner Holding AS acquired 6.067508% stake in Aker Solutions ASA (OB:AKSO) for NOK 809 million on April 8, 2022. Aker Kværner Holding AS completed the acquisition of 6.067508% stake in Aker Solutions ASA (OB:AKSO) for NOK 809 million on April 8, 2022.공시 • Apr 08Aker Solutions ASA Approves Cash Dividend for the Year 2021, Payable on April 21, 2022Aker Solutions ASA at its general meeting held on April 7, 2022 approved distribution of a dividend of NOK 0.20 per share. The dividend is payable to shareholders holding shares in the company as of April 7, 2022. The shares will be traded ex-dividend on the Oslo Stock Exchange from and including April 8, 2022. The dividend will be paid on April 21, 2022.Upcoming Dividend • Apr 01Upcoming dividend of kr0.20 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.7%). Lower than average of industry peers (3.5%).공시 • Mar 31Aker Solutions ASA (OB:AKSO) entered into an agreement to acquire 100% stake in Rainpower Holding AS from Aker Horizons ASA (OB:AKH) for NOK 150 million.Aker Solutions ASA (OB:AKSO) entered into an agreement to acquire 100% stake in Rainpower Holding AS from Aker Horizons ASA (OB:AKH) for NOK 150 million on January, 2021. Rainpower Holding AS revenue in 2021 was NOK 345 million. A third-party valuation report has been obtained and the transaction remains subject to various closing conditions, including certain third-party approvals. The transaction is expected to be completed during the second quarter of 2022.Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Net income: kr254.0m (up kr1.79b from FY 2020). Revenue exceeded analyst estimates by 1.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.09, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.55 per share.Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr0.52 (up from kr3.13 loss in FY 2020). Revenue: kr29.5b (up 3.7% from FY 2020). Net income: kr254.0m (up kr1.79b from FY 2020). Profit margin: 0.9% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.공시 • Feb 08+ 2 more updatesAker Solutions ASA Provides Earnings Guidance for the Fiscal Year 2022Aker Solutions ASA provided earnings guidance for the fiscal year 2022. For the period, the company announced that based on the secured backlog and market activity, revenue is now seen up by more than 20% from 2021.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS kr0.21 (vs kr0.75 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr7.31b (up 33% from 3Q 2020). Net income: kr104.0m (down 49% from 3Q 2020). Profit margin: 1.4% (down from 3.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr0.12 (vs kr0.34 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: kr7.02b (down 20% from 2Q 2020). Net income: kr60.0m (up kr303.0m from 2Q 2020). Profit margin: 0.9% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.공시 • Jul 15Aker Solutions Asa Announces Earning Guidance for the Year 2021Aker Solutions ASA announced earning guidance for 2021. For 2021, the company sees overall revenue at around NOK 28 billion, with underlying EBITDA-margin seen up from last year towards the higher end of the 5.5% to 6.0% level.Reported Earnings • May 08First quarter 2021 earnings released: EPS kr0.055 (vs kr2.73 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: kr6.47b (flat on 1Q 2020). Net income: kr27.0m (up kr769.0m from 1Q 2020). Profit margin: 0.4% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.공시 • May 05Aker Solutions ASA Announces Earning Guidance for2021Aker Solutions ASA announced that outlook for 2021 remains unchanged; the company sees overall revenue somewhat lower than last year's level, with underlying EBITDA seen up from last year to around the 5.5% to 6.0% level.Executive Departure • Apr 20Director has left the companyOn the 14th of April, Oddvar Hølland's tenure as Director ended after 4.0 years in the role. As of December 2020, Oddvar personally held only 13.94k shares (€21k worth at the time). A total of 9 executives have left over the last 12 months.Reported Earnings • Mar 23Full year 2020 earnings released: kr3.13 loss per share (vs kr0.49 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: kr28.4b (down 25% from FY 2019). Net loss: kr1.54b (down kr1.78b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.공시 • Mar 21Aker Solutions ASA to Report Q2, 2021 Results on Jul 14, 2021Aker Solutions ASA announced that they will report Q2, 2021 results on Jul 14, 2021Executive Departure • Mar 17Head of Communications & Investor Relations has left the companyOn the 15th of March, Tove Røskaft's tenure in the role of Head of Communications & Investor Relations ended. We don't have any record of a personal shareholding under Tove's name. A total of 7 executives have left over the last 12 months.공시 • Mar 12Aker Solutions Appoints Marianne Hagen as EVPAker Solutions announced that it will also reduce the environmental footprint from its own operations. Marianne Hagen has been appointed executive vice president for sustainability and communications. She will be part of the executive management team and accountable for the strategic development of sustainability across Aker Solutions. Marianne Hagen comes from an extensive career in senior positions in politics, public affairs, communications, social responsibility and environmental issues. Previous roles include deputy minister of Foreign Affairs in Norway, head of communications at the Norwegian Royal Court and several board of directors positions. She will start in her new position on March 15, reporting directly to Kjetel Digre, chief executive officer of Aker Solutions. Hagen succeeds Tove Røskaft, who has left Aker Solutions to take up her new role as Chief of Staff and Business Excellence at Aker Offshore Wind.이익 및 매출 성장 예측DB:1AKA - 애널리스트 향후 추정치 및 과거 재무 데이터 (NOK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202839,5491,5301,9422,273812/31/202740,9111,6341,8552,046912/31/202651,4042,7912,7352,51083/31/202661,2842,8994,0014,461N/A12/31/202562,2022,5472,1162,614N/A9/30/202561,1962,5092,3642,851N/A6/30/202557,4492,2071,2571,905N/A3/31/202555,1262,4302,0002,927N/A12/31/202452,2022,6561,6923,107N/A9/30/202432,7413239442,791N/A6/30/202443,7071,4862,6585,163N/A3/31/202435,6616003,0085,534N/A12/31/202335,882973,9956,216N/A9/30/202352,2772,2095,6527,541N/A6/30/202324,488-5315,3046,457N/A3/31/202344,4241,4023,7994,635N/A12/31/202227,302-1333,8984,518N/A9/30/202237,3938013,2803,807N/A6/30/202234,6726003,1873,614N/A3/31/202231,0163913,5313,901N/A12/31/202129,1952542,4372,799N/A9/30/202128,415-5691,6811,927N/A6/30/202126,464-4681,9942,247N/A3/31/202126,303-6441,1811,508N/A12/31/202028,434-1,540322901N/A9/30/202024,720-872236985N/A6/30/202038,458-861-1,3763N/A3/31/202028,517-849-667323N/A12/31/201937,917242N/A360N/A9/30/201928,869357N/A-307N/A6/30/201928,276412N/A-178N/A3/31/201927,005556N/A85N/A12/31/201825,232511N/A921N/A9/30/201824,722378N/A1,967N/A6/30/201823,600352N/A1,797N/A3/31/201822,771261N/A1,022N/A12/31/201722,461221N/A587N/A9/30/201722,155-143N/A888N/A6/30/201722,723-101N/A811N/A3/31/201724,267-24N/A737N/A12/31/201625,55757N/A312N/A9/30/201627,283122N/A447N/A6/30/201628,780223N/A1,570N/A3/31/201629,859323N/A2,021N/A12/31/201531,896392N/A1,934N/A9/30/201533,187968N/A2,395N/A6/30/201533,9771,028N/A1,212N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1AKA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -26.1%).수익 vs 시장: 1AKA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -26.1%).고성장 수익: 1AKA 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 1AKA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -16.9%).고성장 매출: 1AKA 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -16.9%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1AKA의 자본 수익률은 3년 후 15.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 03:31종가2026/05/20 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 소스Aker Solutions ASA는 26명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierMichael PickupBarclaysMichael PickupBarclays23명의 분석가 더 보기
공시 • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.
공시 • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.
공시 • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.
공시 • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.
공시 • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.
공시 • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.
Board Change • 4hLess than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Elisabeth Torstad was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.
공시 • Apr 17+ 2 more updatesAker Solutions Asa Approves Extraordinary Dividend, Payable on April 27, 2026Aker Solutions ASA announced at the AGM held on April 16, 2026, approved extraordinary dividend of NOK 5.00 per share. The dividends are payable to shareholders holding shares in the company as of April 16, 2026. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 17, 2026. The dividends will be paid on April 27, 2026.
공시 • Mar 20+ 1 more updateAker Solutions ASA Proposes Ordinary Cash Dividend, Payable on 27 April 2026Aker Solutions ASA proposed ordinary cash dividend of NOK 1.7 billion to be paid by the company on 27 April 2026. Dividend amount per share is NOK 3.60 per share Record date: 20 April 2026. Ex-date: 17 April 2026. The proposed distribution of the cash dividend is subject to approval by the AGM to be held on 16 April 2026.
공시 • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.
공시 • Nov 25Aker Solutions ASA, Annual General Meeting, Apr 16, 2026Aker Solutions ASA, Annual General Meeting, Apr 16, 2026.
공시 • Nov 24+ 4 more updatesAker Solutions ASA to Report First Half, 2026 Results on Jul 14, 2026Aker Solutions ASA announced that they will report first half, 2026 results on Jul 14, 2026
공시 • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.
공시 • Aug 16Aker Solutions Asa Announces Executive ChangesAker Solutions ASA has been informed that employee representative Stian Pettersen Sagvold will resign from the board of the company effective September 1, 2025. The resignation is triggered by Sagvold's recent election to the management of Fellesforbundet, part of the Norwegian Confederation of Trade Unions (LO).Deputy board member Sigurd Mosheim Sævareid will replace Sagvold. The deputy position will not be replaced until the next ordinary election for employee representatives.
공시 • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.
공시 • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.
공시 • Apr 28Aker Solutions ASA Approves Dividend, Payable on May 8, 2025The annual general meeting of Aker Solutions ASA was held on April 28, 2025 as a digital meeting with online participation. The general meeting approved distribution of a dividend of NOK 3.30 per share. The dividend is payable to shareholders holding shares in the company as of April 28, 2025. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 29, 2025. The dividend will be paid on May 8, 2025.
공시 • Mar 31Aker Solutions ASA Proposes Cash Dividend, Payable on 8 May 2025Aker Solutions ASA presents key information related to the proposed cash dividend to be paid by the company. Total dividend amount: NOK 1,624,151,394; Dividend amount per share: NOK 3.30 per share. Ex-date: 29 April 2025 with Record date: 30 April 2025. Payment date: 8 May 2025. The proposed distribution of the cash dividend is subject to approval by the Annual General Meeting of Aker Solutions ASA to be held on 28 April 2025.
공시 • Feb 13Aker Solutions ASA Proposes Dividend for the Fiscal Year 2024, Payable in 2025Based on Aker Solutions ASA’ financial position and positive outlook, the Board of Directors will propose a dividend of NOK 3.30 per share for the fiscal year 2024, to be paid in 2025, pending approval in the Annual General Meeting on April 28, 2025. The dividend payment represents approximately 50% of net income excl. special items, in line with the ordinary dividend policy.
공시 • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.
공시 • Dec 09Aker Solutions ASA, Annual General Meeting, Apr 28, 2025Aker Solutions ASA, Annual General Meeting, Apr 28, 2025.
공시 • Dec 06+ 4 more updatesAker Solutions ASA to Report Q1, 2025 Results on Apr 30, 2025Aker Solutions ASA announced that they will report Q1, 2025 results on Apr 30, 2025
공시 • Nov 22Aker Solutions ASA Approves Dividend, Payable on December 2, 2024Aker Solutions ASA announced that at its EGM held on November 22, 2024, the shareholders approved distribution of a dividend of NOK 21.00 per share. The dividend is payable to shareholders holding shares in the company as of November 22, 2024. The shares will be traded ex-dividend on the Euronext Oslo Stock Exchange from and including November 25, 2024. The dividend will be paid on December 2, 2024.
Buy Or Sell Opportunity • Nov 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to €4.18. The fair value is estimated to be €3.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 3.9% per annum. Earnings are forecast to grow by 7.8% per annum over the same time period.
공시 • Nov 01Aker Solutions ASA Proposes extraordinary Cash Dividend, Payable on 2 December 2024The Board of Directors of Aker Solutions ASA has proposed to pay out an extraordinary cash dividend of NOK 21.00 per share, pending approval in an Extraordinary General Meeting (EGM) to be held on November 22, 2024. Total dividend amount (excluding own shares): NOK 10 billion; Last day including right: 22 November 2024; Ex-date: 25 November 2024; Record date: 26 November 2024; Payment date: 2 December 2024.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Energy Services industry in Europe. Total returns to shareholders of 218% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.46 per share.
Reported Earnings • Jul 14Second quarter 2024 earnings released: EPS: kr1.10 (vs kr1.08 in 2Q 2023)Second quarter 2024 results: EPS: kr1.10 (up from kr1.08 in 2Q 2023). Revenue: kr13.0b (down 8.0% from 2Q 2023). Net income: kr534.0m (up 1.1% from 2Q 2023). Profit margin: 4.1% (up from 3.7% in 2Q 2023). Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
공시 • Jul 12Aker Solutions Provides Revenue Guidance for the Full Year of 2024Aker Solutions provided revenue guidance for the full year of 2024. The company now expects revenues in 2024 to grow to a level of around NOK 50 billion, representing a year-on-year growth of around 40% compared to 2023.
Buy Or Sell Opportunity • Apr 30Now 20% undervaluedOver the last 90 days, the stock has risen 3.4% to €3.57. The fair value is estimated to be €4.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 133% in the next 2 years.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr1.82 (vs kr0.79 in 1Q 2023)First quarter 2024 results: EPS: kr1.82 (up from kr0.79 in 1Q 2023). Revenue: kr11.5b (flat on 1Q 2023). Net income: kr890.0m (up 130% from 1Q 2023). Profit margin: 7.8% (up from 3.4% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
공시 • Apr 26Aker Solutions ASA Provides Revenue Guidance for the Full Year 2024Aker Solutions ASA provided revenue guidance for the full year 2024. For the period, the company expects revenue to increase about 30% compared to 2023.
공시 • Apr 16Aker Solutions Appoints Guro Rausand as Executive Vice President of SafeguardingAker Solutions announced Guro Rausand as executive vice president of Safeguarding. Guro Rausand will join Aker Solutions from @OneSubsea where she currently heads up major projects. Before joining OneSubsea in October 2023, Guro spent 15 years with Aker Solutions. As EVP of safeguarding, Guro will be responsible for HSSE, legal, compliance, governance, and project controls. She will assume her new position in June.
공시 • Apr 11Aker Solutions ASA Approves Dividend, Payable on April 22, 2024Aker Solutions ASA at its annual general meeting held on April 11, 2024, approved distribution of a dividend of NOK 2.00 per share. The dividend is payable to shareholders holding shares in the company as per April 11, 2024. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 12, 2024. The dividend will be paid on April 22, 2024.
Upcoming Dividend • Apr 05Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 22 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).
공시 • Feb 13Aker Solutions ASA (OB:AKSO) announces an Equity Buyback for 12,500,000 shares, for NOK 500 million.Aker Solutions ASA (OB:AKSO) announces a share repurchase program. Under the program, the company will repurchase up to 12,500,000 shares for a total of NOK 500 million. The repurchased shares will be used for the purpose of investment or for subsequent sale or deletion of such shares. The program will be valid till July 31, 2024.
Declared Dividend • Feb 12Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 12th April 2024 Payment date: 1st January 1970 Dividend yield will be 62%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 10x earnings). However, it is well covered by cash flows (25% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,032% to bring the payout ratio under control. EPS is expected to grow by 213% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr0.20 (vs kr2.42 in FY 2022)Full year 2023 results: EPS: kr0.20 (down from kr2.42 in FY 2022). Revenue: kr36.3b (down 12% from FY 2022). Net income: kr96.0m (down 92% from FY 2022). Profit margin: 0.3% (down from 2.9% in FY 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
공시 • Feb 08+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2024Aker Solutions ASA provided earnings guidance for the year 2024. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2024 to be up by around 15%.
공시 • Nov 21+ 3 more updatesAker Solutions ASA to Report Q3, 2024 Results on Oct 31, 2024Aker Solutions ASA announced that they will report Q3, 2024 results on Oct 31, 2024
공시 • Nov 20+ 1 more updateAker Solutions ASA, Annual General Meeting, Apr 11, 2024Aker Solutions ASA, Annual General Meeting, Apr 11, 2024.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: kr1.75 (vs kr0.62 in 3Q 2022)Third quarter 2023 results: EPS: kr1.75 (up from kr0.62 in 3Q 2022). Revenue: kr14.3b (up 42% from 3Q 2022). Net income: kr853.0m (up 180% from 3Q 2022). Profit margin: 6.0% (up from 3.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.4% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.
공시 • Oct 30Aker Solutions Asa Provides Revenue Guidance for 2023Aker Solutions ASA provided revenue guidance for 2023. Based on ongoing projects and secured order backlog, the company now expects full-year 2023 revenues, excluding Subsea, to be around NOK 34 billion.
공시 • Jul 14Aker Solutions ASA Updates Revenue Guidance for 2023Aker Solutions ASA updated its revenue guidance and now expects revenue to increase by about 30% in 2023 over 2022 levels.
Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: kr1.08 (vs kr0.55 in 2Q 2022)Second quarter 2023 results: EPS: kr1.08 (up from kr0.55 in 2Q 2022). Revenue: kr14.2b (up 35% from 2Q 2022). Net income: kr528.0m (up 96% from 2Q 2022). Profit margin: 3.7% (up from 2.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 07First quarter 2023 earnings released: EPS: kr0.79 (vs kr0.34 in 1Q 2022)First quarter 2023 results: EPS: kr0.79 (up from kr0.34 in 1Q 2022). Revenue: kr11.5b (up 39% from 1Q 2022). Net income: kr387.0m (up 136% from 1Q 2022). Profit margin: 3.4% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 75% per year, which means it is significantly lagging earnings growth.
공시 • May 05Aker Solutions ASA Provides Earnings Guidance for the Year 2023Aker Solutions ASA provided earnings guidance for the year 2023. For the year, the company expects full-year revenue in 2023 is expected to increase by more than 15% compared to 2022.
Upcoming Dividend • Apr 08Upcoming dividend of kr1.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).
Reported Earnings • Feb 09Full year 2022 earnings released: EPS: kr2.42 (vs kr0.52 in FY 2021)Full year 2022 results: EPS: kr2.42 (up from kr0.52 in FY 2021). Revenue: kr41.4b (up 42% from FY 2021). Net income: kr1.18b (up 364% from FY 2021). Profit margin: 2.8% (up from 0.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
공시 • Feb 08+ 1 more updateAker Solutions ASA Provides Revenue Guidance for 2023Aker Solutions delivered a strong revenue growth of 41% in 2022. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2023 to be up by around 15%.
Buying Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be €4.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Buying Opportunity • Jan 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €4.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.
Board Change • Nov 16No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: kr0.62 (vs kr0.21 in 3Q 2021)Third quarter 2022 results: EPS: kr0.62 (up from kr0.21 in 3Q 2021). Revenue: kr10.0b (up 37% from 3Q 2021). Net income: kr305.0m (up 193% from 3Q 2021). Profit margin: 3.0% (up from 1.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공시 • Oct 25Aker Solutions ASA Provides Earnings Guidance for the Full-Year 2022Aker Solutions ASA provided earnings guidance for the full-year 2022. For the year, the company expects revenue up by more than 35% in 2022 from 2021.
공시 • Oct 19+ 5 more updatesAker Solutions ASA to Report First Half, 2023 Results on Jul 13, 2023Aker Solutions ASA announced that they will report first half, 2023 results on Jul 13, 2023
Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: kr0.55 (vs kr0.12 in 2Q 2021)Second quarter 2022 results: EPS: kr0.55 (up from kr0.12 in 2Q 2021). Revenue: kr10.5b (up 53% from 2Q 2021). Net income: kr269.0m (up 348% from 2Q 2021). Profit margin: 2.6% (up from 0.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.7%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Jul 15Aker Solutions ASA (OB:AKSO) acquired of Frontica Engineering AS for NOK 18 million.Aker Solutions ASA (OB:AKSO) acquired of Frontica Engineering AS for NOK 18 million on June 30, 2022. Aker Solutions ASA (OB:AKSO) completed the acquisition of Frontica Engineering AS on June 30, 2022.
공시 • Jul 14Aker Solutions ASA Provides Revenue Guidance for the Full Year 2022Aker Solutions ASA provided revenue guidance for the full year of 2022. For the year, company expects full-year revenue up by around 30% in 2022.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €2.99, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 13% over the past three years.
Reported Earnings • May 04First quarter 2022 earnings released: EPS: kr0.34 (vs kr0.055 in 1Q 2021)First quarter 2022 results: EPS: kr0.34 (up from kr0.055 in 1Q 2021). Revenue: kr8.29b (up 28% from 1Q 2021). Net income: kr164.0m (up kr137.0m from 1Q 2021). Profit margin: 2.0% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Apr 10Aker Kværner Holding AS acquired 6.067508% stake in Aker Solutions ASA (OB:AKSO) for NOK 809 million.Aker Kværner Holding AS acquired 6.067508% stake in Aker Solutions ASA (OB:AKSO) for NOK 809 million on April 8, 2022. Aker Kværner Holding AS completed the acquisition of 6.067508% stake in Aker Solutions ASA (OB:AKSO) for NOK 809 million on April 8, 2022.
공시 • Apr 08Aker Solutions ASA Approves Cash Dividend for the Year 2021, Payable on April 21, 2022Aker Solutions ASA at its general meeting held on April 7, 2022 approved distribution of a dividend of NOK 0.20 per share. The dividend is payable to shareholders holding shares in the company as of April 7, 2022. The shares will be traded ex-dividend on the Oslo Stock Exchange from and including April 8, 2022. The dividend will be paid on April 21, 2022.
Upcoming Dividend • Apr 01Upcoming dividend of kr0.20 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.7%). Lower than average of industry peers (3.5%).
공시 • Mar 31Aker Solutions ASA (OB:AKSO) entered into an agreement to acquire 100% stake in Rainpower Holding AS from Aker Horizons ASA (OB:AKH) for NOK 150 million.Aker Solutions ASA (OB:AKSO) entered into an agreement to acquire 100% stake in Rainpower Holding AS from Aker Horizons ASA (OB:AKH) for NOK 150 million on January, 2021. Rainpower Holding AS revenue in 2021 was NOK 345 million. A third-party valuation report has been obtained and the transaction remains subject to various closing conditions, including certain third-party approvals. The transaction is expected to be completed during the second quarter of 2022.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Net income: kr254.0m (up kr1.79b from FY 2020). Revenue exceeded analyst estimates by 1.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.09, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.55 per share.
Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr0.52 (up from kr3.13 loss in FY 2020). Revenue: kr29.5b (up 3.7% from FY 2020). Net income: kr254.0m (up kr1.79b from FY 2020). Profit margin: 0.9% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
공시 • Feb 08+ 2 more updatesAker Solutions ASA Provides Earnings Guidance for the Fiscal Year 2022Aker Solutions ASA provided earnings guidance for the fiscal year 2022. For the period, the company announced that based on the secured backlog and market activity, revenue is now seen up by more than 20% from 2021.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS kr0.21 (vs kr0.75 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr7.31b (up 33% from 3Q 2020). Net income: kr104.0m (down 49% from 3Q 2020). Profit margin: 1.4% (down from 3.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr0.12 (vs kr0.34 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: kr7.02b (down 20% from 2Q 2020). Net income: kr60.0m (up kr303.0m from 2Q 2020). Profit margin: 0.9% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
공시 • Jul 15Aker Solutions Asa Announces Earning Guidance for the Year 2021Aker Solutions ASA announced earning guidance for 2021. For 2021, the company sees overall revenue at around NOK 28 billion, with underlying EBITDA-margin seen up from last year towards the higher end of the 5.5% to 6.0% level.
Reported Earnings • May 08First quarter 2021 earnings released: EPS kr0.055 (vs kr2.73 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: kr6.47b (flat on 1Q 2020). Net income: kr27.0m (up kr769.0m from 1Q 2020). Profit margin: 0.4% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
공시 • May 05Aker Solutions ASA Announces Earning Guidance for2021Aker Solutions ASA announced that outlook for 2021 remains unchanged; the company sees overall revenue somewhat lower than last year's level, with underlying EBITDA seen up from last year to around the 5.5% to 6.0% level.
Executive Departure • Apr 20Director has left the companyOn the 14th of April, Oddvar Hølland's tenure as Director ended after 4.0 years in the role. As of December 2020, Oddvar personally held only 13.94k shares (€21k worth at the time). A total of 9 executives have left over the last 12 months.
Reported Earnings • Mar 23Full year 2020 earnings released: kr3.13 loss per share (vs kr0.49 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: kr28.4b (down 25% from FY 2019). Net loss: kr1.54b (down kr1.78b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
공시 • Mar 21Aker Solutions ASA to Report Q2, 2021 Results on Jul 14, 2021Aker Solutions ASA announced that they will report Q2, 2021 results on Jul 14, 2021
Executive Departure • Mar 17Head of Communications & Investor Relations has left the companyOn the 15th of March, Tove Røskaft's tenure in the role of Head of Communications & Investor Relations ended. We don't have any record of a personal shareholding under Tove's name. A total of 7 executives have left over the last 12 months.
공시 • Mar 12Aker Solutions Appoints Marianne Hagen as EVPAker Solutions announced that it will also reduce the environmental footprint from its own operations. Marianne Hagen has been appointed executive vice president for sustainability and communications. She will be part of the executive management team and accountable for the strategic development of sustainability across Aker Solutions. Marianne Hagen comes from an extensive career in senior positions in politics, public affairs, communications, social responsibility and environmental issues. Previous roles include deputy minister of Foreign Affairs in Norway, head of communications at the Norwegian Royal Court and several board of directors positions. She will start in her new position on March 15, reporting directly to Kjetel Digre, chief executive officer of Aker Solutions. Hagen succeeds Tove Røskaft, who has left Aker Solutions to take up her new role as Chief of Staff and Business Excellence at Aker Offshore Wind.