View ValuationAB 향후 성장Future 기준 점검 0/6AB (는) 각각 연간 1.6% 및 1.3% 수익과 수익이 증가할 것으로 예상됩니다.핵심 정보1.6%이익 성장률n/aEPS 성장률Electronic 이익 성장33.3%매출 성장률1.3%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트28 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesNew Risk • Jun 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Jun 10Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł3.51b (up 11% from 2Q 2025). Net income: zł40.7m (up 17% from 2Q 2025). Profit margin: 1.2% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Germany.Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €31.70. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 0.2% in the next 2 years.공시 • Mar 02AB S.A., Annual General Meeting, Mar 26, 2026AB S.A., Annual General Meeting, Mar 26, 2026.공시 • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025공시 • Feb 24AB S.A., Annual General Meeting, Mar 20, 2025AB S.A., Annual General Meeting, Mar 20, 2025.공시 • Feb 23AB S.A. announces Annual dividend, payable on April 15, 2025AB S.A. announced Annual dividend of PLN 3.0000 per share payable on April 15, 2025, ex-date on April 07, 2025 and record date on April 08, 2025.Buy Or Sell Opportunity • Nov 07Now 23% overvaluedOver the last 90 days, the stock has fallen 2.0% to €20.10. The fair value is estimated to be €16.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Buy Or Sell Opportunity • Oct 23Now 25% overvaluedOver the last 90 days, the stock has fallen 7.0% to €22.70. The fair value is estimated to be €18.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Buy Or Sell Opportunity • Sep 20Now 23% overvaluedOver the last 90 days, the stock has fallen 8.2% to €21.40. The fair value is estimated to be €17.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Buy Or Sell Opportunity • Sep 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to €21.80. The fair value is estimated to be €17.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Aug 27Third quarter 2024 earnings released: EPS: zł1.48 (vs zł1.23 in 3Q 2023)Third quarter 2024 results: EPS: zł1.48 (up from zł1.23 in 3Q 2023). Revenue: zł1.79b (up 2.0% from 3Q 2023). Net income: zł24.0m (up 20% from 3Q 2023). Profit margin: 1.3% (up from 1.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 08AB S.A. (WSE:ABE) announces an Equity Buyback for 3,200,000 shares, for PLN 100 million.AB S.A. (WSE:ABE) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, for PLN 100 million worth of stock.Reported Earnings • Jun 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł3.21b (down 9.3% from 2Q 2023). Net income: zł36.7m (up 15% from 2Q 2023). Profit margin: 1.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €21.60. The fair value is estimated to be €17.84, 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 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Upcoming Dividend • Mar 07Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł4.89b (up 2.0% from 1Q 2023). Net income: zł69.5m (up 2.4% from 1Q 2023). Profit margin: 1.4% (in line with 1Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany.공시 • Feb 11AB S.A., Annual General Meeting, Mar 06, 2024AB S.A., Annual General Meeting, Mar 06, 2024, at 12:00 Central European Standard Time.Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €16.05. The fair value is estimated to be €20.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.공시 • Nov 24AB S.A. to Report Fiscal Year 2024 Results on Jan 07, 2025AB S.A. announced that they will report fiscal year 2024 results on Jan 07, 2025공시 • Oct 28+ 1 more updateAB S.A. to Report Q1, 2024 Results on Feb 26, 2024AB S.A. announced that they will report Q1, 2024 results on Feb 26, 2024Reported Earnings • Aug 25Full year 2023 earnings released: EPS: zł9.76 (vs zł9.34 in FY 2022)Full year 2023 results: EPS: zł9.76 (up from zł9.34 in FY 2022). Revenue: zł15.2b (up 8.5% from FY 2022). Net income: zł158.1m (up 4.6% from FY 2022). Profit margin: 1.0% (in line with FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.공시 • Aug 17AB S.A. to Report Fiscal Year 2023 Results on Jan 08, 2024AB S.A. announced that they will report fiscal year 2023 results on Jan 08, 2024이익 및 매출 성장 예측DB:8B6 - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/202816,318218202N/A19/30/202716,07521730115129/30/202616,00921916718423/31/202615,709208-189-184N/A12/31/202515,358202-21-16N/A9/30/202514,931174103108N/A6/30/202514,808173183191N/A3/31/202514,754170163172N/A12/31/202414,812172193202N/A9/30/202414,658175226237N/A6/30/202420,042201304319N/A3/31/202418,670190204219N/A12/31/202316,102173112124N/A9/30/202315,380153105117N/A6/30/202315,220158132144N/A3/31/202315,329161175192N/A12/31/202215,116160-207-179N/A9/30/202214,259146-211N/A6/30/202214,031151-29-5N/A3/31/202213,797147-92-75N/A12/31/202113,4541424753N/A9/30/202113,298130-39-31N/A6/30/202113,074124-224-212N/A3/31/202112,605113-183-171N/A12/31/202011,9191007283N/A9/30/202010,92674112120N/A6/30/202010,20766282287N/A3/31/20209,78363308312N/A12/31/20199,36261N/A5N/A9/30/20199,08458N/A35N/A6/30/20198,79358N/A70N/A3/31/20198,50758N/A116N/A12/31/20188,43658N/A18N/A9/30/20188,24960N/A-14N/A6/30/20188,23761N/A70N/A3/31/20188,43362N/A12N/A12/31/20178,48165N/A110N/A9/30/20178,26367N/A169N/A6/30/20178,27868N/A-5N/A3/31/20178,28469N/A38N/A12/31/20168,13668N/A121N/A9/30/20167,92366N/A-35N/A6/30/20167,55365N/A-69N/A3/31/20167,09465N/A-20N/A12/31/20157,08066N/A-98N/A9/30/20156,80466N/A-27N/A6/30/20156,79368N/A61N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 8B6 의 연간 예상 수익 증가율(1.6%)이 saving rate(1.9%) 미만입니다.수익 vs 시장: 8B6 의 연간 수익(1.6%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 8B6 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 8B6 의 수익(연간 1.3%)이 German 시장(연간 6.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 8B6 의 수익(연간 1.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 8B6의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/16 21:46종가2026/06/16 00:00수익2026/03/31연간 수익2025/09/30데이터 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 소스AB S.A.는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Piotr GrzybowskiBiuro maklerskie mBankuJakub ViscardiDom Maklerski Banku Ochrony Srodowiska S.A.Adrian KyrczErste Bank Polska S.A.6명의 분석가 더 보기
New Risk • Jun 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Jun 10Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł3.51b (up 11% from 2Q 2025). Net income: zł40.7m (up 17% from 2Q 2025). Profit margin: 1.2% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Germany.
Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €31.70. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 0.2% in the next 2 years.
공시 • Mar 02AB S.A., Annual General Meeting, Mar 26, 2026AB S.A., Annual General Meeting, Mar 26, 2026.
공시 • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025
공시 • Feb 24AB S.A., Annual General Meeting, Mar 20, 2025AB S.A., Annual General Meeting, Mar 20, 2025.
공시 • Feb 23AB S.A. announces Annual dividend, payable on April 15, 2025AB S.A. announced Annual dividend of PLN 3.0000 per share payable on April 15, 2025, ex-date on April 07, 2025 and record date on April 08, 2025.
Buy Or Sell Opportunity • Nov 07Now 23% overvaluedOver the last 90 days, the stock has fallen 2.0% to €20.10. The fair value is estimated to be €16.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Buy Or Sell Opportunity • Oct 23Now 25% overvaluedOver the last 90 days, the stock has fallen 7.0% to €22.70. The fair value is estimated to be €18.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Buy Or Sell Opportunity • Sep 20Now 23% overvaluedOver the last 90 days, the stock has fallen 8.2% to €21.40. The fair value is estimated to be €17.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Buy Or Sell Opportunity • Sep 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to €21.80. The fair value is estimated to be €17.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Aug 27Third quarter 2024 earnings released: EPS: zł1.48 (vs zł1.23 in 3Q 2023)Third quarter 2024 results: EPS: zł1.48 (up from zł1.23 in 3Q 2023). Revenue: zł1.79b (up 2.0% from 3Q 2023). Net income: zł24.0m (up 20% from 3Q 2023). Profit margin: 1.3% (up from 1.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 08AB S.A. (WSE:ABE) announces an Equity Buyback for 3,200,000 shares, for PLN 100 million.AB S.A. (WSE:ABE) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, for PLN 100 million worth of stock.
Reported Earnings • Jun 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł3.21b (down 9.3% from 2Q 2023). Net income: zł36.7m (up 15% from 2Q 2023). Profit margin: 1.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €21.60. The fair value is estimated to be €17.84, 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 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Upcoming Dividend • Mar 07Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł4.89b (up 2.0% from 1Q 2023). Net income: zł69.5m (up 2.4% from 1Q 2023). Profit margin: 1.4% (in line with 1Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany.
공시 • Feb 11AB S.A., Annual General Meeting, Mar 06, 2024AB S.A., Annual General Meeting, Mar 06, 2024, at 12:00 Central European Standard Time.
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €16.05. The fair value is estimated to be €20.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
공시 • Nov 24AB S.A. to Report Fiscal Year 2024 Results on Jan 07, 2025AB S.A. announced that they will report fiscal year 2024 results on Jan 07, 2025
공시 • Oct 28+ 1 more updateAB S.A. to Report Q1, 2024 Results on Feb 26, 2024AB S.A. announced that they will report Q1, 2024 results on Feb 26, 2024
Reported Earnings • Aug 25Full year 2023 earnings released: EPS: zł9.76 (vs zł9.34 in FY 2022)Full year 2023 results: EPS: zł9.76 (up from zł9.34 in FY 2022). Revenue: zł15.2b (up 8.5% from FY 2022). Net income: zł158.1m (up 4.6% from FY 2022). Profit margin: 1.0% (in line with FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.
공시 • Aug 17AB S.A. to Report Fiscal Year 2023 Results on Jan 08, 2024AB S.A. announced that they will report fiscal year 2023 results on Jan 08, 2024