Legrand SA

ENXTPA:LR 주식 리포트

시가총액: €37.6b

Legrand 향후 성장

Future 기준 점검 2/6

Legrand (는) 각각 연간 10.1% 및 8.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.1% 로 예상됩니다.

핵심 정보

10.1%

이익 성장률

9.84%

EPS 성장률

Electrical 이익 성장13.9%
매출 성장률8.1%
향후 자기자본이익률19.10%
애널리스트 커버리지

Good

마지막 업데이트01 Jun 2026

최근 향후 성장 업데이트

분석 기사 • May 11

The Legrand SA (EPA:LR) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.3% to close at €157 following the release of...
분석 기사 • Aug 03

Legrand SA (EPA:LR) Analysts Are Pretty Bullish On The Stock After Recent Results

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.2% to close at €129 following the release of...

Recent updates

내러티브 업데이트 • Jun 01

LR: Asia Power Deals And Buybacks Will Support Electrical And Digital Infrastructure Cash Generation

Narrative Update on Legrand The analyst price target for Legrand has shifted from €176 to €180, reflecting how analysts are weighing a slightly higher fair value estimate, a modestly adjusted discount rate, and updated views from recent research that includes both a raised target and more neutral or cautious stances. Analyst Commentary Recent research on Legrand has been mixed, with some analysts highlighting upside potential while others take a more neutral or cautious stance.
분석 기사 • May 11

The Legrand SA (EPA:LR) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.3% to close at €157 following the release of...
내러티브 업데이트 • May 08

LR: Data Center Demand And Dividend Plans Will Shape Balanced Future Expectations

Legrand's fair value estimate has been revised higher by about €5 to €157.79, reflecting analysts' updated price targets around €175 and their recent adjustments to revenue growth, profit margin, and P/E assumptions. Analyst Commentary Recent Street research shows a split view on Legrand, with several firms lifting price targets while others move to more neutral stances.
내러티브 업데이트 • Apr 24

LR: Data Center Demand And Cash Returns Will Shape Balanced Future Expectations

The updated analyst price target for Legrand edges down by about €1 to €153, as analysts factor in a slightly higher discount rate and more neutral recent research, while assumptions for revenue growth and profit margins remain broadly steady. Analyst Commentary Recent Street research on Legrand is mixed, with some bullish analysts lifting price targets and others stepping back to more neutral views.
내러티브 업데이트 • Apr 09

LR: Data Center Trends And Cash Returns Will Shape Balanced Future Performance

Legrand's analyst fair value estimate has shifted to €154.11 from €142.71, reflecting updated assumptions on revenue growth, margins and future P/E multiples in the context of higher price targets from several firms and valuation driven downgrades from others. Analyst Commentary Recent Street research on Legrand reflects a mix of optimism on upside potential and caution around valuation and end market risks.
분석 기사 • Apr 09

Legrand (EPA:LR) Ticks All The Boxes When It Comes To Earnings Growth

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 • Mar 26

LR: AI Hardware Shift Will Test Yet Support Electrical And Digital Infrastructure Cash Generation

Legrand's updated analyst price target edges higher to €176, with mixed revisions across the Street. Some analysts cite valuation concerns and potential risks to low voltage and cooling products, while others maintain more constructive views, supporting a modest recalibration of growth, margin and P/E assumptions.
내러티브 업데이트 • Mar 11

LR: Low Voltage And Cooling Risks Will Challenge Optimistic Pricing

Our updated analyst price target for Legrand rises from about €84 to about €120, reflecting Street research that has generally lifted price targets into the €145 to €175 range, while some analysts flag valuation and competitive risks around low voltage and cooling products. Analyst Commentary Street research on Legrand has turned more mixed, with several firms lifting price targets while others highlight valuation and product specific risks.
내러티브 업데이트 • Feb 24

LR: AI Hardware Shift Will Test Yet Support Future Cash Generation

Our analyst price target for Legrand increases from €167 to €176, reflecting a combination of higher Street targets from several banks and ongoing valuation caution highlighted by recent downgrades to Hold and Neutral. Analyst Commentary Street research on Legrand is mixed, but there is a clear pocket of optimism from bullish analysts who are lifting targets and keeping positive ratings, even as others flag valuation and industry risks.
분석 기사 • Feb 15

Legrand (EPA:LR) Has Announced That It Will Be Increasing Its Dividend To €2.38

Legrand SA ( EPA:LR ) will increase its dividend on the 2nd of June to €2.38, which is 8.2% higher than last year's...
내러티브 업데이트 • Feb 10

LR: AI Hardware Shift Will Test Yet Highlight Robust Cash Generation

Analysts have trimmed their stance on Legrand, with recent price targets moving lower to a range of about €126 to €150. This reflects updated views on cash generation and potential pressure on certain low voltage and cooling products linked to artificial intelligence hardware trends.
분석 기사 • Jan 29

Investor Optimism Abounds Legrand SA (EPA:LR) But Growth Is Lacking

Legrand SA's ( EPA:LR ) price-to-earnings (or "P/E") ratio of 28.4x might make it look like a strong sell right now...
내러티브 업데이트 • Jan 27

LR: AI Hardware Shift Will Test Yet Support Data Center Cash Generation

Narrative Update on Legrand Analysts have trimmed their price expectations for Legrand, with our updated fair value now reflecting a more cautious stance in line with lower Street targets. These include moves such as Goldman Sachs cutting its target to €126 and Deutsche Bank easing back to €145, as they weigh potential pressure on low voltage and cooling products alongside still supportive views on cash generation.
분석 기사 • Jan 16

Is Legrand SA (EPA:LR) Potentially Undervalued?

Legrand SA ( EPA:LR ) received a lot of attention from a substantial price movement on the ENXTPA over the last few...
내러티브 업데이트 • Jan 12

LR: AI Hardware Shifts Will Test Data Center Cash Generation Thesis

Analysts have trimmed their price expectations for Legrand, citing lower Street targets such as Goldman Sachs cutting its view to €126 from €146 and Deutsche Bank easing to €145 from €150. They say this reflects concerns around exposure to low voltage products and air cooling equipment as artificial intelligence hardware trends evolve.
내러티브 업데이트 • Dec 24

LR: Expanding Data Center Exposure Will Drive Stronger Long-Term Cash Generation

Our analyst fair value estimate for Legrand has inched up to EUR 167 from EUR 165 as analysts factor in improving cash generation, stronger data center driven growth prospects, and slightly higher expected margins, partially offset by a modestly higher discount rate. Analyst Commentary Recent Street research reflects a generally constructive stance on Legrand, with a series of rating changes and price target revisions clustering around the EUR 150 to EUR 167 range.
분석 기사 • Dec 23

We Think Legrand (EPA:LR) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 • Dec 10

LR: Data Center Expansion And Cash Generation Will Support Balanced Future Performance

Legrand's analyst price target has been nudged higher to about EUR 143, reflecting analysts' slightly stronger confidence in the group's cash generation and expanding data center exposure, despite some mixed rating actions around the EUR 150 to EUR 167 target range. Analyst Commentary Recent Street research paints a mixed but generally constructive picture for Legrand, with several target changes and rating moves centering around the EUR 150 to EUR 167 range.
내러티브 업데이트 • Nov 26

LR: Expanding Data Center Segment Will Support Performance Amidst Rating Shifts

Legrand's analyst fair value price target was modestly reduced from €141.99 to €141.88, as analysts cite continued confidence in cash generation and data center expansion. However, there are slightly tempered profit and margin assumptions.
내러티브 업데이트 • Nov 10

LR: Data Center Exposure Will Drive Balanced Performance Amid Rating Shifts

Legrand’s analyst price target has been adjusted downward from approximately €143.94 to €141.99. Analysts cite a modest revision in fair value due to evolving sector dynamics and recent rating changes.
분석 기사 • Oct 28

Legrand (EPA:LR) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
내러티브 업데이트 • Oct 27

Expanding Data Center Focus Will Drive Future Margin And Earnings Strength

Legrand's analyst price target has increased from €142.33 to €143.94, as analysts point to higher data center exposure and expected margin improvements as key drivers behind the positive outlook. Analyst Commentary Recent analyst actions have reflected growing optimism around Legrand, with upward revisions to price targets and ratings.
내러티브 업데이트 • Oct 13

Data Center Demand And Electrification Will Unlock Future Value

Legrand's analyst price target has been increased from approximately €134 to €142. This reflects heightened optimism from analysts, driven by stronger data center exposure and recent upgrades in margin and growth assumptions.
내러티브 업데이트 • Sep 29

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has been raised to €133.99, reflecting analysts’ increased confidence in its fundamentals and market positioning amid positive sector trends and improved earnings expectations. Analyst Commentary JPMorgan resumed coverage with an Overweight rating and added Legrand to its Analyst Focus List, citing upside potential to consensus estimates.
내러티브 업데이트 • Sep 14

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has risen to €130.94 as analysts cite improved operating performance, stronger revenue growth expectations, robust core market demand, and greater confidence in management execution. Analyst Commentary JPMorgan sees upside to consensus estimates, prompting a resumed Overweight rating and inclusion on its Analyst Focus List.
내러티브 업데이트 • Aug 30

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target was raised to €129.52, reflecting analysts’ increased conviction from improving operating trends, robust earnings momentum, and a strong balance sheet. Analyst Commentary JPMorgan highlighted upside to consensus estimates, supporting a positive re-rating.
분석 기사 • Aug 27

Is It Too Late To Consider Buying Legrand SA (EPA:LR)?

Legrand SA ( EPA:LR ) led the ENXTPA gainers with a relatively large price hike in the past couple of weeks. The recent...
분석 기사 • Aug 03

Legrand SA (EPA:LR) Analysts Are Pretty Bullish On The Stock After Recent Results

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.2% to close at €129 following the release of...
분석 기사 • Jul 28

Some Confidence Is Lacking In Legrand SA's (EPA:LR) P/E

With a price-to-earnings (or "P/E") ratio of 27.6x Legrand SA ( EPA:LR ) may be sending very bearish signals at the...
분석 기사 • Jul 13

Is Legrand (EPA:LR) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Jun 30

Return Trends At Legrand (EPA:LR) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Jun 18

Are Legrand SA (EPA:LR) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Legrand fair value estimate is €88.28 Legrand's €111 share...
User avatar
새로운 내러티브 • Nov 07

Acquisitions And US Datacenter Strategy Drive Growth Amid Global Challenges

Legrand's acquisition strategy, especially in U.S. datacenters, is key to driving future revenue growth and significant sales in high-growth markets.

이익 및 매출 성장 예측

ENXTPA:LR - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202812,4951,7641,8182,07815
12/31/202711,6061,6041,6781,95217
12/31/202610,6941,4491,5601,77817
3/31/20269,7401,2861,3611,613N/A
12/31/20259,4811,2451,3281,577N/A
9/30/20259,3911,2251,4091,653N/A
6/30/20259,2131,2171,3161,555N/A
3/31/20258,8991,1841,3261,566N/A
12/31/20248,6491,1661,2841,523N/A
9/30/20248,3391,0451,1141,361N/A
6/30/20248,3321,0751,2381,490N/A
3/31/20248,2961,0941,3981,652N/A
12/31/20238,4171,1491,5831,836N/A
9/30/20238,4931,1251,6291,866N/A
6/30/20238,5421,1021,5251,749N/A
3/31/20238,5171,0721,3181,529N/A
12/31/20228,3391,0001,0311,236N/A
9/30/20227,9791,017791972N/A
6/30/20227,633971698871N/A
3/31/20227,292935748920N/A
12/31/20216,9949059421,113N/A
9/30/20216,7748871,1721,342N/A
6/30/20216,7208771,3321,500N/A
3/31/20216,2587421,1301,287N/A
12/31/20206,1006811,0071,162N/A
9/30/20206,2277039721,134N/A
6/30/20206,2287059061,083N/A
3/31/20206,5888121,0921,289N/A
12/31/20196,622835N/A1,239N/A
9/30/20196,449822N/A1,171N/A
6/30/20196,237797N/A1,074N/A
3/31/20196,102787N/A921N/A
12/31/20185,997772N/A925N/A
9/30/20185,970811N/A883N/A
6/30/20185,836785N/A860N/A
3/31/20185,647738N/A844N/A
12/31/20175,521711N/A864N/A
9/30/20175,303677N/A833N/A
6/30/20175,242661N/A878N/A
3/31/20175,148650N/A885N/A
12/31/20165,019629N/A832N/A
9/30/20164,954560N/A828N/A
6/30/20164,847551N/A749N/A
3/31/20164,835551N/A776N/A
12/31/20154,810551N/A796N/A
9/30/20154,736551N/A788N/A
6/30/20154,686547N/A790N/A

애널리스트 향후 성장 전망

수입 대 저축률: LR 의 연간 예상 수익 증가율(10.1%)이 saving rate(2.5%)보다 높습니다.

수익 vs 시장: LR 의 연간 수익(10.1%)이 French 시장(12.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: LR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: LR 의 수익(연간 8.1%)이 French 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: LR 의 수익(연간 8.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: LR의 자본 수익률은 3년 후 19.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 20:42
종가2026/06/05 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 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 지표

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분석가 소스

Legrand SA는 34명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert BateBarclays
George FeatherstoneBarclays
Philip BullerBerenberg