View Future GrowthAB 과거 순이익 실적과거 기준 점검 4/6AB은 연평균 8.8%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 19.5% 감소했습니다. 매출은 연평균 3.7%의 비율로 증가했습니다. AB의 자기자본이익률은 13.5%이고 순이익률은 1.3%입니다.핵심 정보8.83%순이익 성장률9.33%주당순이익(EPS) 성장률Electronic 산업 성장률1.03%매출 성장률3.72%자기자본이익률13.50%순이익률1.32%다음 순이익 업데이트26 Aug 2026최근 과거 실적 업데이트Reported 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.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, 2025Reported 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.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.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 • 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, 2025모든 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, 2024매출 및 비용 세부 내역AB가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:8B6 매출, 비용 및 순이익 (PLN Millions)날짜매출순이익일반관리비연구개발비31 Mar 2615,709208331031 Dec 2515,358202326030 Sep 2514,931174320030 Jun 2514,808173440031 Mar 2514,754170318031 Dec 2414,812172315030 Sep 2414,658175317030 Jun 2420,042201238031 Mar 2418,670190388031 Dec 2316,102173322030 Sep 2315,380153315030 Jun 2315,220158318031 Mar 2315,329161350031 Dec 2215,116160349030 Sep 2214,259146291030 Jun 2214,031151289031 Mar 2213,797147304031 Dec 2113,454142300030 Sep 2113,298130299030 Jun 2113,074124293031 Mar 2112,605113281031 Dec 2011,919100265030 Sep 2010,92674262030 Jun 2010,20766259031 Mar 209,78363261031 Dec 199,36261267030 Sep 199,08458268030 Jun 198,79358265031 Mar 198,50758247031 Dec 188,43658245030 Sep 188,24960244030 Jun 188,23761242031 Mar 188,43362228031 Dec 178,48165223030 Sep 178,26367223030 Jun 178,27868228031 Mar 178,28469243031 Dec 168,13668244030 Sep 167,92366237030 Jun 167,55365222031 Mar 167,09465202031 Dec 157,08066193030 Sep 156,80466179030 Jun 156,793681760양질의 수익: 8B6의 비현금 수익 수준이 높습니다.이익 마진 증가: 8B6의 현재 순 이익률 (1.3%)은 지난해 (1.2%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 8B6의 수익은 지난 5년 동안 연평균 8.8% 증가했습니다.성장 가속화: 지난 1년간 8B6 의 수익 증가율(22.2%)은 연간 평균(8.8%)을 초과합니다.수익 대 산업: 8B6의 지난 1년 수익 증가율(22.2%)은 Electronic 업계의 -10.1%를 상회했습니다.자기자본이익률높은 ROE: 8B6의 자본 수익률(13.5%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 22:57종가2026/06/17 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
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.
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
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.
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.
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 • 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
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