View ValuationDometic Group 향후 성장Future 기준 점검 3/6Dometic Group (는) 각각 연간 35.5% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.3% 로 예상됩니다.핵심 정보35.5%이익 성장률35.56%EPS 성장률Auto Components 이익 성장36.3%매출 성장률2.9%향후 자기자본이익률5.26%애널리스트 커버리지Good마지막 업데이트06 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Mar 28Dometic Group Appoints Per Carlsson as Acting Chief Financial Officer, Effective April 7, 2026Dometic Group AB (publ) has appointed Per Carlsson as Acting Chief Financial Officer (CFO), effective as of April 7, 2026. He will be based in Stockholm and will report to Juan Vargues, President and CEO. Per Carlsson has extensive experience in leading finance functions in global, decentralized organizations and has previously held CFO roles at companies such as Electrolux, Dometic and Camfil.Per Carlsson succeeds Stefan Fristedt, who has previously announced his intention to leave the company.공시 • Jan 28Dometic Group AB (Publ) Proposes A Dividend for 2025, Payable in April and October, RespectivelyBoard of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.00 (1.30) per share for 2025, which is to be paid in two installments, SEK 0.50 in April and SEK 0.50 in October. The proposed dividend corresponds to a pay-out ratio of 40%, in line with the Group's policy.공시 • Dec 23Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026.공시 • Dec 22+ 3 more updatesDometic Group AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Dometic Group AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026공시 • Nov 01Dometic Announces Departure of Stefan Fristedt as Chief Financial Officer, Effective At the End of April 2026Dometic Group AB (publ) announce that Stefan Fristedt, Chief Financial Officer, has decided to leave Dometic Group for another position outside the company. To ensure a smooth transition he will be leaving at the end of April 2026 and the process to find his successor has been initiated. During his time as CFO of Dometic, Stefan Fristedt has been instrumental in driving several strategic initiatives and guiding the company through important phases of growth and transformation.공시 • Jun 04Dometic Introduces ReconDometic introduced Recon -- a smarter, stackable, modular cooling system designed around real people, vehicles, and adventures to make outdoor setup lighter, colder, and way more dialed in. Recon isn't just another box. It's a system. A rethink. A way to pack smarter, ditch the dead weight, and turn every trip -- from roadside pit stops to multi-day missions -- into an easier, colder ride. Built as a System. Not Just a Box. Most coolers are one-offs. Recon's a system. Hard and soft coolers--plus a full line of accessories--engineered to lock in, stack up, and scale with trip. Every piece fits. Every part pulls its weight. Engineered to stay cold for up to 8 days. Injection-molded and welded for strength--up to 30% lighter than rotomolded; More cans per inch of space; Secure stacking and tie-downs that don't block access; Lid opens both ways -- or pops off completely; And a system that grows with adventures. Recon Hard Coolers: Go lighter, chill longer, and fit where others don't. Injection-molded for strength without the bulk. Need water on demand Add a spigot or faucet cap and turn small cooler into a hydration hub. Three sizes. Zero dead space. 16L Small, 41L Medium, 69L Large. Pick basecamp; Injection-molded construction with up to two inches of performance insulation; Removable lid, with non-skid TPR, opens from either side for easy access; Insulated drain plug attaches above the drain with a magnet; Non-skid feet nest into other Recon lids for secure stacking; Lightweight, flip-down handles with comfortable soft-touch grip; Durable die-cast metal latch catchers double as a bottle opener; Space-efficient lock and tie-down points. Soft Coolers (Recon ZL Series): Lighter, tough, and way more flexible than average softside. 25mm FrostCore insulation locks in the chill. A dual-hinge lid, without zippers, opens with one hand, while magnetic handles and straps carry with ease.공시 • Apr 15Dometic Group AB (Publ) Approves Dividend, Payable on April 24, 2025Dometic Group AB (publ) announced that at its AGM held on April 15, 2025, resolved on a dividend to the shareholders of SEK 1.30 per share. It was further resolved that the record date for the dividend should be April 17, 2025, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 24, 2025.공시 • Mar 22+ 2 more updatesDometic Group AB (publ) to Report Q3, 2025 Results on Oct 23, 2025Dometic Group AB (publ) announced that they will report Q3, 2025 results on Oct 23, 2025공시 • Jan 30Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025. Location: stockholm. Sweden공시 • Jan 29Dometic Group AB (publ) Proposes Dividend for 2024The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.30 per share for 2024 against SEK 1.90 per share a year ago, corresponding to 40% of Adjusted earnings per share.공시 • Oct 18Dometic Group AB (publ) to Perform Non-Cash Goodwill Impairment for the Third Quarter 2024Dometic Group AB (publ) to perform non-cash goodwill impairment for the third quarter 2024. For the quarter, company will perform a non-cash goodwill impairment of SEK 2.0 billion, negatively impacting the operating profit (EBIT) for segment Land Vehicles Americas in the third quarter 2024.공시 • Sep 27Dometic Group AB (publ) to Report Q4, 2024 Results on Jan 29, 2025Dometic Group AB (publ) announced that they will report Q4, 2024 results at 8:00 AM, Central European Standard Time on Jan 29, 2025공시 • Apr 11Dometic Group AB (publ) Approves Dividend, Payable on April 18, 2024Dometic Group AB (publ) announced that at its AGM held on April 11, 2024, the annual shareholders' meeting resolved on a dividend to the shareholders of SEK 1.90 per share. It was further resolved that the record date for the dividend should be April 15, 2024, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.공시 • Mar 07Dometic Group AB (Publ) Proposes Dividend, Payable on April 18, 2024Dometic Group AB (publ) at its annual shareholders meeting to be held on April 11, 2024, The board of directors proposed that the annual shareholders' meeting resolves on a dividend of SEK 1.90 per share. The record date for the right to receive dividend is proposed to be April 15, 2024. Subject to resolution by the annual shareholders' meeting in accordance with this proposal, dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.공시 • Jan 31Dometic Group AB (Publ) Proposes Dividend for the Year 2023The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.90 per share for 2023 compared to SEK 1.30 per share paid a year ago, corresponding to a payout ratio of 46%.공시 • Jan 30+ 3 more updatesDometic Group AB (publ) to Report Q2, 2024 Results on Jul 18, 2024Dometic Group AB (publ) announced that they will report Q2, 2024 results at 8:00 AM, Central European Standard Time on Jul 18, 2024공시 • Jan 02Dometic Group AB (publ) to Report Q4, 2023 Results on Jan 31, 2024Dometic Group AB (publ) announced that they will report Q4, 2023 results on Jan 31, 2024Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr88.42, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Auto Components industry in Europe. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr92.52 per share.Recent Insider Transactions • Jun 10Insider recently sold kr1.0m worth of stockOn the 7th of June, Henrik Fagrenius sold around 15k shares on-market at roughly kr67.77 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr6.6m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr70.75, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Auto Components industry in Europe. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr101 per share.Recent Insider Transactions • Apr 30President of Region EMEA recently bought kr202k worth of stockOn the 27th of April, Henrik Fagrenius bought around 3k shares on-market at roughly kr69.52 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.2m. Insiders have collectively bought kr8.5m more in shares than they have sold in the last 12 months.Upcoming Dividend • Apr 07Upcoming dividend of kr1.30 per share at 2.1% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 19 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.1%).Reported Earnings • Mar 25Full year 2022 earnings released: EPS: kr5.58 (vs kr5.57 in FY 2021)Full year 2022 results: EPS: kr5.58 (up from kr5.57 in FY 2021). Revenue: kr29.8b (up 38% from FY 2021). Net income: kr1.78b (up 3.4% from FY 2021). Profit margin: 6.0% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Mar 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 14President & CEO recently bought kr1.2m worth of stockOn the 9th of March, Juan Vargues bought around 20k shares on-market at roughly kr62.29 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Juan has been a buyer over the last 12 months, purchasing a net total of kr4.0m worth in shares.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr74.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 6.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr101 per share.Recent Insider Transactions • Feb 02Independent Chairman recently bought kr992k worth of stockOn the 27th of January, Ulf Cappelen bought around 16k shares on-market at roughly kr63.97 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.Reported Earnings • Jan 28Full year 2022 earnings released: EPS: kr5.58 (vs kr5.57 in FY 2021)Full year 2022 results: EPS: kr5.58 (up from kr5.57 in FY 2021). Revenue: kr29.8b (up 38% from FY 2021). Net income: kr1.78b (up 3.4% from FY 2021). Profit margin: 6.0% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Jan 27Dometic Group AB (publ) Proposes Dividend for 2022The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.30 (2.45) per share for 2022.Board Change • Jan 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Oct 28+ 1 more updateDometic Group AB (publ) to Report Q2, 2023 Results on Jul 18, 2023Dometic Group AB (publ) announced that they will report Q2, 2023 results on Jul 18, 2023Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: kr1.37 (vs kr1.50 in 3Q 2021)Third quarter 2022 results: EPS: kr1.37 (down from kr1.50 in 3Q 2021). Revenue: kr7.58b (up 37% from 3Q 2021). Net income: kr436.0m (down 9.2% from 3Q 2021). Profit margin: 5.8% (down from 8.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Board Change • Oct 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 13Dometic Group AB (publ) to Report Fiscal Year 2022 Results on Jan 27, 2023Dometic Group AB (publ) announced that they will report fiscal year 2022 results on Jan 27, 2023Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr58.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Auto Components industry in Europe. Total loss to shareholders of 23% over the past three years.Board Change • Aug 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 16Second quarter 2022 earnings released: EPS: kr2.59 (vs kr1.85 in 2Q 2021)Second quarter 2022 results: EPS: kr2.59 (up from kr1.85 in 2Q 2021). Revenue: kr8.50b (up 53% from 2Q 2021). Net income: kr827.0m (up 48% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 5.7%, compared to a 102% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr59.67, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 32% over the past three years.Board Change • Jun 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 04President & CEO recently bought kr985k worth of stockOn the 2nd of May, Juan Vargues bought around 12k shares on-market at roughly kr80.82 per share. This was the largest purchase by an insider in the last 3 months. This was Juan's only on-market trade for the last 12 months.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: kr1.55 (vs kr1.66 in 1Q 2021)First quarter 2022 results: EPS: kr1.55. Revenue: kr7.52b (up 55% from 1Q 2021). Net income: kr494.0m (flat on 1Q 2021). Profit margin: 6.6% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 118% growth forecast for the industry in the United Kingdom.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 07Upcoming dividend of kr2.45 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 22 April 2022. Payout ratio is a comfortable 44% and the cash payout ratio is 92%. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (3.6%).Recent Insider Transactions • Mar 28Executive VP & Head of Group Operations recently bought kr100k worth of stockOn the 25th of March, Eva Karlsson bought around 1k shares on-market at roughly kr75.52 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr972k. Eva has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.Recent Insider Transactions • Mar 13President of APAC recently bought kr407k worth of stockOn the 11th of March, Chialing Hsueh bought around 5k shares on-market at roughly kr81.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr972k. Insiders have collectively bought kr5.5m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 27Executive VP & Group General Counsel recently bought kr56k worth of stockOn the 25th of February, Anna Smieszek bought around 627 shares on-market at roughly kr88.96 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr972k. Insiders have collectively bought kr5.1m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 09President of Region EMEA recently bought kr972k worth of stockOn the 8th of February, Henrik Fagrenius bought around 10k shares on-market at roughly kr97.20 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr5.0m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 30Executive VP & Head of Group Operations recently bought kr500k worth of stockOn the 27th of January, Eva Karlsson bought around 5k shares on-market at roughly kr104 per share. This was the largest purchase by an insider in the last 3 months. Eva has been a buyer over the last 12 months, purchasing a net total of kr1.7m worth in shares.Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr5.58 (up from kr1.53 in FY 2020). Revenue: kr21.5b (up 33% from FY 2020). Net income: kr1.73b (up 283% from FY 2020). Profit margin: 8.0% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 27%, compared to a 80% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Recent Insider Transactions • Dec 22CFO & Executive VP recently bought kr497k worth of stockOn the 17th of December, Stefan Fristedt bought around 4k shares on-market at roughly kr113 per share. This was the largest purchase by an insider in the last 3 months. This was Stefan's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 04Executive VP & Head of Group Operations recently bought kr75k worth of stockOn the 2nd of December, Eva Karlsson bought around 605 shares on-market at roughly kr125 per share. In the last 3 months, they made an even bigger purchase worth kr190k. Eva has been a buyer over the last 12 months, purchasing a net total of kr1.2m worth in shares.Recent Insider Transactions • Oct 26Executive VP & Head of Group Operations recently bought kr190k worth of stockOn the 25th of October, Eva Karlsson bought around 1k shares on-market at roughly kr127 per share. This was the largest purchase by an insider in the last 3 months. Eva has been a buyer over the last 12 months, purchasing a net total of kr1m worth in shares.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr1.50 (vs kr0.95 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr5.55b (up 24% from 3Q 2020). Net income: kr480.0m (up 71% from 3Q 2020). Profit margin: 8.7% (up from 6.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Recent Insider Transactions • Sep 23Executive VP & Head of Group Operations recently bought kr105k worth of stockOn the 20th of September, Eva Karlsson bought around 797 shares on-market at roughly kr132 per share. In the last 3 months, they made an even bigger purchase worth kr648k. Eva has been a buyer over the last 12 months, purchasing a net total of kr810k worth in shares.Board Change • Sep 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jul 27Executive VP & Head of Group Operations recently bought kr648k worth of stockOn the 19th of July, Eva Karlsson bought around 4k shares on-market at roughly kr147 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.5m. Eva has been a buyer over the last 12 months, purchasing a net total of kr583k worth in shares.Recent Insider Transactions • Jul 22Executive VP & Head of Group Operations recently bought kr648k worth of stockOn the 19th of July, Eva Karlsson bought around 4k shares on-market at roughly kr147 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.5m. Eva has been a buyer over the last 12 months, purchasing a net total of kr527k worth in shares.Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr1.85 (vs kr0.42 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr5.57b (up 67% from 2Q 2020). Net income: kr560.0m (up 348% from 2Q 2020). Profit margin: 10% (up from 3.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jun 16President of Region EMEA recently bought kr1.5m worth of stockOn the 9th of June, Henrik Fagrenius bought around 10k shares on-market at roughly kr148 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS kr1.66 (vs kr0.69 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr4.86b (up 16% from 1Q 2020). Net income: kr490.0m (up 140% from 1Q 2020). Profit margin: 10% (up from 4.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 07Upcoming dividend of kr2.30 per shareEligible shareholders must have bought the stock before 14 April 2021. Payment date: 20 April 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.4%). In line with average of industry peers (1.9%).Reported Earnings • Mar 24Full year 2020 earnings released: EPS kr1.53 (vs kr4.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr16.2b (down 12% from FY 2019). Net income: kr451.0m (down 66% from FY 2019). Profit margin: 2.8% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 26New 90-day high: kr116The company is up 8.0% from its price of kr107 on 27 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr128 per share.Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 14%, compared to a 8.7% growth forecast for the Auto Components industry in the United Kingdom.Reported Earnings • Feb 04Full year 2020 earnings released: EPS kr1.53 (vs kr4.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr16.2b (down 12% from FY 2019). Net income: kr451.0m (down 66% from FY 2019). Profit margin: 2.8% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.이익 및 매출 성장 예측BATS-CHIXE:DOMS - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202822,1411,3461,9952,378612/31/202721,3301,1521,9172,133612/31/202620,3728231,6261,87963/31/202620,4514172,6612,990N/A12/31/202521,0424282,4772,839N/A9/30/202521,769-4562,8773,288N/A6/30/202522,531-2,4903,0813,504N/A3/31/202523,923-2,3953,2693,692N/A12/31/202424,620-2,3033,4903,869N/A9/30/202425,162-1,1542,9633,501N/A6/30/202426,3451,1803,8804,427N/A3/31/202427,0131,2714,1744,758N/A12/31/202327,7751,3324,2264,854N/A9/30/202328,6211,3084,8355,407N/A6/30/202329,3661,3313,5084,104N/A3/31/202329,5351,6241,9042,492N/A12/31/202229,7641,7841,2761,869N/A9/30/202229,1331,9539891,515N/A6/30/202227,1041,9976161,098N/A3/31/202224,1761,7309131,360N/A12/31/202121,5161,7267401,153N/A9/30/202120,1881,3709311,265N/A6/30/202119,1081,1711,6131,902N/A3/31/202116,8667371,0891,342N/A12/31/202016,2074511,8142,060N/A9/30/202015,9126582,0202,304N/A6/30/202016,0517492,2962,598N/A3/31/202018,0521,1853,2643,613N/A12/31/201918,5031,325N/A3,553N/A9/30/201918,6541,414N/A3,548N/A6/30/201918,5501,478N/A3,190N/A3/31/201918,4821,545N/A2,804N/A12/31/201818,2741,576N/A2,725N/A9/30/201817,4571,717N/A2,393N/A6/30/201816,3541,729N/A2,192N/A3/31/201815,0431,574N/A1,858N/A12/31/201714,0441,495N/A1,928N/A9/30/201713,5771,521N/A1,743N/A6/30/201713,3211,384N/A1,593N/A3/31/201712,8321,363N/A1,512N/A12/31/201612,3881,362N/A1,414N/A9/30/201612,1261,620N/A1,675N/A6/30/201611,8691,421N/A1,509N/A3/31/201611,6101,166N/A1,378N/A12/31/201511,4861,032N/A1,541N/A9/30/201511,169140N/A1,251N/A6/30/201510,432-27N/A1,247N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DOMS 의 연간 예상 수익 증가율(35.5%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: DOMS 의 연간 수익(35.5%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: DOMS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: DOMS 의 수익(연간 2.9%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: DOMS 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DOMS의 자본 수익률은 3년 후 5.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 07:44종가2026/05/20 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 소스Dometic Group AB (publ)는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierAnna PatriceBerenbergTrion ReidBerenberg11명의 분석가 더 보기
공시 • Mar 28Dometic Group Appoints Per Carlsson as Acting Chief Financial Officer, Effective April 7, 2026Dometic Group AB (publ) has appointed Per Carlsson as Acting Chief Financial Officer (CFO), effective as of April 7, 2026. He will be based in Stockholm and will report to Juan Vargues, President and CEO. Per Carlsson has extensive experience in leading finance functions in global, decentralized organizations and has previously held CFO roles at companies such as Electrolux, Dometic and Camfil.Per Carlsson succeeds Stefan Fristedt, who has previously announced his intention to leave the company.
공시 • Jan 28Dometic Group AB (Publ) Proposes A Dividend for 2025, Payable in April and October, RespectivelyBoard of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.00 (1.30) per share for 2025, which is to be paid in two installments, SEK 0.50 in April and SEK 0.50 in October. The proposed dividend corresponds to a pay-out ratio of 40%, in line with the Group's policy.
공시 • Dec 23Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026Dometic Group AB (publ), Annual General Meeting, Apr 14, 2026.
공시 • Dec 22+ 3 more updatesDometic Group AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Dometic Group AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026
공시 • Nov 01Dometic Announces Departure of Stefan Fristedt as Chief Financial Officer, Effective At the End of April 2026Dometic Group AB (publ) announce that Stefan Fristedt, Chief Financial Officer, has decided to leave Dometic Group for another position outside the company. To ensure a smooth transition he will be leaving at the end of April 2026 and the process to find his successor has been initiated. During his time as CFO of Dometic, Stefan Fristedt has been instrumental in driving several strategic initiatives and guiding the company through important phases of growth and transformation.
공시 • Jun 04Dometic Introduces ReconDometic introduced Recon -- a smarter, stackable, modular cooling system designed around real people, vehicles, and adventures to make outdoor setup lighter, colder, and way more dialed in. Recon isn't just another box. It's a system. A rethink. A way to pack smarter, ditch the dead weight, and turn every trip -- from roadside pit stops to multi-day missions -- into an easier, colder ride. Built as a System. Not Just a Box. Most coolers are one-offs. Recon's a system. Hard and soft coolers--plus a full line of accessories--engineered to lock in, stack up, and scale with trip. Every piece fits. Every part pulls its weight. Engineered to stay cold for up to 8 days. Injection-molded and welded for strength--up to 30% lighter than rotomolded; More cans per inch of space; Secure stacking and tie-downs that don't block access; Lid opens both ways -- or pops off completely; And a system that grows with adventures. Recon Hard Coolers: Go lighter, chill longer, and fit where others don't. Injection-molded for strength without the bulk. Need water on demand Add a spigot or faucet cap and turn small cooler into a hydration hub. Three sizes. Zero dead space. 16L Small, 41L Medium, 69L Large. Pick basecamp; Injection-molded construction with up to two inches of performance insulation; Removable lid, with non-skid TPR, opens from either side for easy access; Insulated drain plug attaches above the drain with a magnet; Non-skid feet nest into other Recon lids for secure stacking; Lightweight, flip-down handles with comfortable soft-touch grip; Durable die-cast metal latch catchers double as a bottle opener; Space-efficient lock and tie-down points. Soft Coolers (Recon ZL Series): Lighter, tough, and way more flexible than average softside. 25mm FrostCore insulation locks in the chill. A dual-hinge lid, without zippers, opens with one hand, while magnetic handles and straps carry with ease.
공시 • Apr 15Dometic Group AB (Publ) Approves Dividend, Payable on April 24, 2025Dometic Group AB (publ) announced that at its AGM held on April 15, 2025, resolved on a dividend to the shareholders of SEK 1.30 per share. It was further resolved that the record date for the dividend should be April 17, 2025, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 24, 2025.
공시 • Mar 22+ 2 more updatesDometic Group AB (publ) to Report Q3, 2025 Results on Oct 23, 2025Dometic Group AB (publ) announced that they will report Q3, 2025 results on Oct 23, 2025
공시 • Jan 30Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025Dometic Group AB (publ), Annual General Meeting, Apr 15, 2025. Location: stockholm. Sweden
공시 • Jan 29Dometic Group AB (publ) Proposes Dividend for 2024The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.30 per share for 2024 against SEK 1.90 per share a year ago, corresponding to 40% of Adjusted earnings per share.
공시 • Oct 18Dometic Group AB (publ) to Perform Non-Cash Goodwill Impairment for the Third Quarter 2024Dometic Group AB (publ) to perform non-cash goodwill impairment for the third quarter 2024. For the quarter, company will perform a non-cash goodwill impairment of SEK 2.0 billion, negatively impacting the operating profit (EBIT) for segment Land Vehicles Americas in the third quarter 2024.
공시 • Sep 27Dometic Group AB (publ) to Report Q4, 2024 Results on Jan 29, 2025Dometic Group AB (publ) announced that they will report Q4, 2024 results at 8:00 AM, Central European Standard Time on Jan 29, 2025
공시 • Apr 11Dometic Group AB (publ) Approves Dividend, Payable on April 18, 2024Dometic Group AB (publ) announced that at its AGM held on April 11, 2024, the annual shareholders' meeting resolved on a dividend to the shareholders of SEK 1.90 per share. It was further resolved that the record date for the dividend should be April 15, 2024, which means that the dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.
공시 • Mar 07Dometic Group AB (Publ) Proposes Dividend, Payable on April 18, 2024Dometic Group AB (publ) at its annual shareholders meeting to be held on April 11, 2024, The board of directors proposed that the annual shareholders' meeting resolves on a dividend of SEK 1.90 per share. The record date for the right to receive dividend is proposed to be April 15, 2024. Subject to resolution by the annual shareholders' meeting in accordance with this proposal, dividend is expected to be distributed by Euroclear Sweden AB on April 18, 2024.
공시 • Jan 31Dometic Group AB (Publ) Proposes Dividend for the Year 2023The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.90 per share for 2023 compared to SEK 1.30 per share paid a year ago, corresponding to a payout ratio of 46%.
공시 • Jan 30+ 3 more updatesDometic Group AB (publ) to Report Q2, 2024 Results on Jul 18, 2024Dometic Group AB (publ) announced that they will report Q2, 2024 results at 8:00 AM, Central European Standard Time on Jul 18, 2024
공시 • Jan 02Dometic Group AB (publ) to Report Q4, 2023 Results on Jan 31, 2024Dometic Group AB (publ) announced that they will report Q4, 2023 results on Jan 31, 2024
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr88.42, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Auto Components industry in Europe. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr92.52 per share.
Recent Insider Transactions • Jun 10Insider recently sold kr1.0m worth of stockOn the 7th of June, Henrik Fagrenius sold around 15k shares on-market at roughly kr67.77 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr6.6m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr70.75, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Auto Components industry in Europe. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr101 per share.
Recent Insider Transactions • Apr 30President of Region EMEA recently bought kr202k worth of stockOn the 27th of April, Henrik Fagrenius bought around 3k shares on-market at roughly kr69.52 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.2m. Insiders have collectively bought kr8.5m more in shares than they have sold in the last 12 months.
Upcoming Dividend • Apr 07Upcoming dividend of kr1.30 per share at 2.1% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 19 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.1%).
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: kr5.58 (vs kr5.57 in FY 2021)Full year 2022 results: EPS: kr5.58 (up from kr5.57 in FY 2021). Revenue: kr29.8b (up 38% from FY 2021). Net income: kr1.78b (up 3.4% from FY 2021). Profit margin: 6.0% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Mar 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 14President & CEO recently bought kr1.2m worth of stockOn the 9th of March, Juan Vargues bought around 20k shares on-market at roughly kr62.29 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Juan has been a buyer over the last 12 months, purchasing a net total of kr4.0m worth in shares.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr74.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 6.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr101 per share.
Recent Insider Transactions • Feb 02Independent Chairman recently bought kr992k worth of stockOn the 27th of January, Ulf Cappelen bought around 16k shares on-market at roughly kr63.97 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ulf has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.
Reported Earnings • Jan 28Full year 2022 earnings released: EPS: kr5.58 (vs kr5.57 in FY 2021)Full year 2022 results: EPS: kr5.58 (up from kr5.57 in FY 2021). Revenue: kr29.8b (up 38% from FY 2021). Net income: kr1.78b (up 3.4% from FY 2021). Profit margin: 6.0% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Jan 27Dometic Group AB (publ) Proposes Dividend for 2022The Board of Directors of Dometic Group AB (publ) proposed a dividend of SEK 1.30 (2.45) per share for 2022.
Board Change • Jan 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Oct 28+ 1 more updateDometic Group AB (publ) to Report Q2, 2023 Results on Jul 18, 2023Dometic Group AB (publ) announced that they will report Q2, 2023 results on Jul 18, 2023
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: kr1.37 (vs kr1.50 in 3Q 2021)Third quarter 2022 results: EPS: kr1.37 (down from kr1.50 in 3Q 2021). Revenue: kr7.58b (up 37% from 3Q 2021). Net income: kr436.0m (down 9.2% from 3Q 2021). Profit margin: 5.8% (down from 8.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Board Change • Oct 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 13Dometic Group AB (publ) to Report Fiscal Year 2022 Results on Jan 27, 2023Dometic Group AB (publ) announced that they will report fiscal year 2022 results on Jan 27, 2023
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr58.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Auto Components industry in Europe. Total loss to shareholders of 23% over the past three years.
Board Change • Aug 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 16Second quarter 2022 earnings released: EPS: kr2.59 (vs kr1.85 in 2Q 2021)Second quarter 2022 results: EPS: kr2.59 (up from kr1.85 in 2Q 2021). Revenue: kr8.50b (up 53% from 2Q 2021). Net income: kr827.0m (up 48% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 5.7%, compared to a 102% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr59.67, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 32% over the past three years.
Board Change • Jun 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 04President & CEO recently bought kr985k worth of stockOn the 2nd of May, Juan Vargues bought around 12k shares on-market at roughly kr80.82 per share. This was the largest purchase by an insider in the last 3 months. This was Juan's only on-market trade for the last 12 months.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: kr1.55 (vs kr1.66 in 1Q 2021)First quarter 2022 results: EPS: kr1.55. Revenue: kr7.52b (up 55% from 1Q 2021). Net income: kr494.0m (flat on 1Q 2021). Profit margin: 6.6% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 118% growth forecast for the industry in the United Kingdom.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 07Upcoming dividend of kr2.45 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 22 April 2022. Payout ratio is a comfortable 44% and the cash payout ratio is 92%. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (3.6%).
Recent Insider Transactions • Mar 28Executive VP & Head of Group Operations recently bought kr100k worth of stockOn the 25th of March, Eva Karlsson bought around 1k shares on-market at roughly kr75.52 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr972k. Eva has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.
Recent Insider Transactions • Mar 13President of APAC recently bought kr407k worth of stockOn the 11th of March, Chialing Hsueh bought around 5k shares on-market at roughly kr81.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr972k. Insiders have collectively bought kr5.5m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 27Executive VP & Group General Counsel recently bought kr56k worth of stockOn the 25th of February, Anna Smieszek bought around 627 shares on-market at roughly kr88.96 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr972k. Insiders have collectively bought kr5.1m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 09President of Region EMEA recently bought kr972k worth of stockOn the 8th of February, Henrik Fagrenius bought around 10k shares on-market at roughly kr97.20 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr5.0m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 30Executive VP & Head of Group Operations recently bought kr500k worth of stockOn the 27th of January, Eva Karlsson bought around 5k shares on-market at roughly kr104 per share. This was the largest purchase by an insider in the last 3 months. Eva has been a buyer over the last 12 months, purchasing a net total of kr1.7m worth in shares.
Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr5.58 (up from kr1.53 in FY 2020). Revenue: kr21.5b (up 33% from FY 2020). Net income: kr1.73b (up 283% from FY 2020). Profit margin: 8.0% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 27%, compared to a 80% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Dec 22CFO & Executive VP recently bought kr497k worth of stockOn the 17th of December, Stefan Fristedt bought around 4k shares on-market at roughly kr113 per share. This was the largest purchase by an insider in the last 3 months. This was Stefan's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 04Executive VP & Head of Group Operations recently bought kr75k worth of stockOn the 2nd of December, Eva Karlsson bought around 605 shares on-market at roughly kr125 per share. In the last 3 months, they made an even bigger purchase worth kr190k. Eva has been a buyer over the last 12 months, purchasing a net total of kr1.2m worth in shares.
Recent Insider Transactions • Oct 26Executive VP & Head of Group Operations recently bought kr190k worth of stockOn the 25th of October, Eva Karlsson bought around 1k shares on-market at roughly kr127 per share. This was the largest purchase by an insider in the last 3 months. Eva has been a buyer over the last 12 months, purchasing a net total of kr1m worth in shares.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr1.50 (vs kr0.95 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr5.55b (up 24% from 3Q 2020). Net income: kr480.0m (up 71% from 3Q 2020). Profit margin: 8.7% (up from 6.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Sep 23Executive VP & Head of Group Operations recently bought kr105k worth of stockOn the 20th of September, Eva Karlsson bought around 797 shares on-market at roughly kr132 per share. In the last 3 months, they made an even bigger purchase worth kr648k. Eva has been a buyer over the last 12 months, purchasing a net total of kr810k worth in shares.
Board Change • Sep 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Mengmeng Du was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jul 27Executive VP & Head of Group Operations recently bought kr648k worth of stockOn the 19th of July, Eva Karlsson bought around 4k shares on-market at roughly kr147 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.5m. Eva has been a buyer over the last 12 months, purchasing a net total of kr583k worth in shares.
Recent Insider Transactions • Jul 22Executive VP & Head of Group Operations recently bought kr648k worth of stockOn the 19th of July, Eva Karlsson bought around 4k shares on-market at roughly kr147 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.5m. Eva has been a buyer over the last 12 months, purchasing a net total of kr527k worth in shares.
Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr1.85 (vs kr0.42 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr5.57b (up 67% from 2Q 2020). Net income: kr560.0m (up 348% from 2Q 2020). Profit margin: 10% (up from 3.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jun 16President of Region EMEA recently bought kr1.5m worth of stockOn the 9th of June, Henrik Fagrenius bought around 10k shares on-market at roughly kr148 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS kr1.66 (vs kr0.69 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr4.86b (up 16% from 1Q 2020). Net income: kr490.0m (up 140% from 1Q 2020). Profit margin: 10% (up from 4.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 07Upcoming dividend of kr2.30 per shareEligible shareholders must have bought the stock before 14 April 2021. Payment date: 20 April 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.4%). In line with average of industry peers (1.9%).
Reported Earnings • Mar 24Full year 2020 earnings released: EPS kr1.53 (vs kr4.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr16.2b (down 12% from FY 2019). Net income: kr451.0m (down 66% from FY 2019). Profit margin: 2.8% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 26New 90-day high: kr116The company is up 8.0% from its price of kr107 on 27 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr128 per share.
Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 14%, compared to a 8.7% growth forecast for the Auto Components industry in the United Kingdom.
Reported Earnings • Feb 04Full year 2020 earnings released: EPS kr1.53 (vs kr4.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr16.2b (down 12% from FY 2019). Net income: kr451.0m (down 66% from FY 2019). Profit margin: 2.8% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.