View ValuationMacfarlane Group 향후 성장Future 기준 점검 2/6Macfarlane Group은 연간 수입과 매출이 각각 19.2%와 2.9% 증가할 것으로 예상되고 EPS는 연간 16.5%만큼 증가할 것으로 예상됩니다.핵심 정보19.2%이익 성장률16.50%EPS 성장률Trade Distributors 이익 성장13.3%매출 성장률2.9%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트12 May 2026최근 향후 성장 업데이트공시 • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.모든 업데이트 보기Recent updates공시 • Feb 27Macfarlane Group PLC, Annual General Meeting, May 12, 2026Macfarlane Group PLC, Annual General Meeting, May 12, 2026.공시 • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026공시 • Aug 28Macfarlane Group PLC Announces Interim Dividend, Payable on 9 October 2025Macfarlane Group PLC announced interim dividend of 0.96 pence per share (first half 2024: 0.96 pence per share) - to be paid on 9 October 2025 to shareholders on the register as at 12 September 2025 (ex-dividend date 11 September 2025).공시 • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025공시 • Mar 01Macfarlane Group PLC Proposes Final Dividend for 2024, Payable on 13 June 2025The Board of Macfarlane Group PLC proposed a final dividend for 2024 of 2.70 pence per share, amounting to a full-year dividend of 3.66 pence per share (2023: 3.59 pence per share), an increase of 2% on 2023. Subject to the approval of shareholders at the Annual General Meeting on 13 May 2025, the final dividend will be paid on 13 June 2025 to those shareholders on the register on 16 May 2025 (ex-dividend date 15 May 2025).공시 • Feb 27Macfarlane Group PLC, Annual General Meeting, May 13, 2025Macfarlane Group PLC, Annual General Meeting, May 13, 2025.공시 • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025공시 • Aug 22Macfarlane Group plc Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Macfarlane Group PLC announced interim dividend increased to 0.96 pence per share for the six months ended June 30, 2024 (first half 2023: 0.94 pence per share) - to be paid on 10 October 2024 to shareholders on the register as at 13 September 2024 (ex-dividend date 12 September 2024).공시 • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024공시 • Jul 16Macfarlane Group PLC Appoints David Stirling as a Non-Executive Director, Effective 1 January 2025The Board of Macfarlane Group PLC announced the appointment of David Stirling as a non-executive director with effect from 1 January 2025, following the retirement of Bob McLellan. David recently retired as Group CEO of Zotefoams plc, a manufacturer of cellular specialist materials and listed on the London Stock Exchange. During his 24 years as CEO, the business grew significantly through innovation in foam products and investment in new sites in Europe, North America and Asia. David trained as a Chartered Accountant in Scotland, undertaking overseas assignments with PwC, before joining Zotefoams as Finance Director in 1997.공시 • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.Recent Insider Transactions • Mar 31Chief Executive & Executive Director recently sold UK£226k worth of stockOn the 26th of March, Peter Atkinson sold around 169k shares on-market at roughly UK£1.34 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by UK£437k.Declared Dividend • Mar 03Final dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 9th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 02Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Feb 29+ 1 more updateMacfarlane Group PLC, Annual General Meeting, May 07, 2024Macfarlane Group PLC, Annual General Meeting, May 07, 2024, at 11:00 Coordinated Universal Time.공시 • Feb 27Macfarlane Group PLC to Report Q4, 2023 Results on Feb 29, 2024Macfarlane Group PLC announced that they will report Q4, 2023 results on Feb 29, 2024Board Change • Jan 02Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Chairman Aleen Gulvanessian was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Dec 13Macfarlane Group PLC Announces Board ChangesMacfarlane Group PLC announced that Bob McLellan will retire from the board on 31 December 2023, following a long period of distinguished service. A recruitment process for his replacement as a non-executive director has commenced and an announcement will be made in due course when a suitable candidate has been appointed. As part of this change, James Baird, Audit Committee Chair, will become the Senior Independent Director (SID) of the Group.이익 및 매출 성장 예측BATS-CHIXE:MACFL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028328121229312/31/2027318111128312/31/202630810927312/31/202530162025N/A9/30/202529492024N/A6/30/2025287122124N/A3/31/2025279142225N/A12/31/2024270162325N/A9/30/2024270152426N/A6/30/2024269152527N/A3/31/2024275152830N/A12/31/2023281153134N/A9/30/2023287163033N/A6/30/2023293162932N/A3/31/2023292162225N/A12/31/2022290161518N/A9/30/2022286151518N/A6/30/2022282141619N/A3/31/2022273141921N/A12/31/2021264142224N/A6/30/2021227141718N/A3/31/2021219122021N/A12/31/2020210102323N/A9/30/2020227102426N/A6/30/202022392628N/A3/31/202022492124N/A12/31/2019225101719N/A9/30/20192249N/A16N/A6/30/20192239N/A13N/A3/31/20192209N/A13N/A12/31/20182179N/A12N/A9/30/20182138N/A10N/A6/30/20182088N/A9N/A3/31/20182028N/A8N/A12/31/20171967N/A6N/A9/30/20171927N/A7N/A6/30/20171886N/A7N/A3/31/20171846N/A5N/A12/31/20161806N/A3N/A9/30/20161766N/A4N/A6/30/20161726N/A5N/A3/31/20161716N/A5N/A12/31/20151695N/A5N/A9/30/20151665N/A5N/A6/30/20151625N/A5N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MACFL 의 연간 예상 수익 증가율(19.2%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: MACFL 의 연간 수익(19.2%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MACFL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MACFL 의 수익(연간 2.9%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MACFL 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MACFL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 17:59종가2026/05/21 00:00수익2025/12/31연간 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 소스Macfarlane Group PLC는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James FletcherBerenbergCalum BattersbyBerenbergJames BaylissBerenberg5명의 분석가 더 보기
공시 • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.
공시 • Feb 27Macfarlane Group PLC, Annual General Meeting, May 12, 2026Macfarlane Group PLC, Annual General Meeting, May 12, 2026.
공시 • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026
공시 • Aug 28Macfarlane Group PLC Announces Interim Dividend, Payable on 9 October 2025Macfarlane Group PLC announced interim dividend of 0.96 pence per share (first half 2024: 0.96 pence per share) - to be paid on 9 October 2025 to shareholders on the register as at 12 September 2025 (ex-dividend date 11 September 2025).
공시 • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025
공시 • Mar 01Macfarlane Group PLC Proposes Final Dividend for 2024, Payable on 13 June 2025The Board of Macfarlane Group PLC proposed a final dividend for 2024 of 2.70 pence per share, amounting to a full-year dividend of 3.66 pence per share (2023: 3.59 pence per share), an increase of 2% on 2023. Subject to the approval of shareholders at the Annual General Meeting on 13 May 2025, the final dividend will be paid on 13 June 2025 to those shareholders on the register on 16 May 2025 (ex-dividend date 15 May 2025).
공시 • Feb 27Macfarlane Group PLC, Annual General Meeting, May 13, 2025Macfarlane Group PLC, Annual General Meeting, May 13, 2025.
공시 • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025
공시 • Aug 22Macfarlane Group plc Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Macfarlane Group PLC announced interim dividend increased to 0.96 pence per share for the six months ended June 30, 2024 (first half 2023: 0.94 pence per share) - to be paid on 10 October 2024 to shareholders on the register as at 13 September 2024 (ex-dividend date 12 September 2024).
공시 • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024
공시 • Jul 16Macfarlane Group PLC Appoints David Stirling as a Non-Executive Director, Effective 1 January 2025The Board of Macfarlane Group PLC announced the appointment of David Stirling as a non-executive director with effect from 1 January 2025, following the retirement of Bob McLellan. David recently retired as Group CEO of Zotefoams plc, a manufacturer of cellular specialist materials and listed on the London Stock Exchange. During his 24 years as CEO, the business grew significantly through innovation in foam products and investment in new sites in Europe, North America and Asia. David trained as a Chartered Accountant in Scotland, undertaking overseas assignments with PwC, before joining Zotefoams as Finance Director in 1997.
공시 • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.
Recent Insider Transactions • Mar 31Chief Executive & Executive Director recently sold UK£226k worth of stockOn the 26th of March, Peter Atkinson sold around 169k shares on-market at roughly UK£1.34 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by UK£437k.
Declared Dividend • Mar 03Final dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 9th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 02Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Feb 29+ 1 more updateMacfarlane Group PLC, Annual General Meeting, May 07, 2024Macfarlane Group PLC, Annual General Meeting, May 07, 2024, at 11:00 Coordinated Universal Time.
공시 • Feb 27Macfarlane Group PLC to Report Q4, 2023 Results on Feb 29, 2024Macfarlane Group PLC announced that they will report Q4, 2023 results on Feb 29, 2024
Board Change • Jan 02Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Chairman Aleen Gulvanessian was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Dec 13Macfarlane Group PLC Announces Board ChangesMacfarlane Group PLC announced that Bob McLellan will retire from the board on 31 December 2023, following a long period of distinguished service. A recruitment process for his replacement as a non-executive director has commenced and an announcement will be made in due course when a suitable candidate has been appointed. As part of this change, James Baird, Audit Committee Chair, will become the Senior Independent Director (SID) of the Group.