View ValuationThule Group 향후 성장Future 기준 점검 3/6Thule Group (는) 각각 연간 12.3% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18% 로 예상됩니다.핵심 정보12.3%이익 성장률12.27%EPS 성장률Leisure 이익 성장14.9%매출 성장률5.0%향후 자기자본이익률17.97%애널리스트 커버리지Good마지막 업데이트06 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Feb 10Thule Group AB (publ) to Report Fiscal Year 2026 Results on Feb 10, 2027Thule Group AB (publ) announced that they will report fiscal year 2026 results on Feb 10, 2027공지 • Dec 11+ 2 more updatesThule Group AB (publ) to Report Q2, 2026 Results on Jul 20, 2026Thule Group AB (publ) announced that they will report Q2, 2026 results on Jul 20, 2026공지 • Oct 03Thule Group AB (publ), Annual General Meeting, May 11, 2026Thule Group AB (publ), Annual General Meeting, May 11, 2026. Location: malmo Sweden공지 • Apr 30Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction.Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction on April 29, 2025. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Thule Group AB (publ). Post completion of the acquisition, Thule Board member now holds 7,832 Thule shares. Thule Board Member completed the acquisition of an unknown minority stake in Thule Group AB (publ) (OM:THULE) in a management participated transaction on April 29, 2025공지 • Feb 08Thule Group AB (Publ) Proposes DividendThe Board of Thule Group AB (publ) proposed a dividend of SEK 8.30 per share.공지 • Feb 07Thule Group AB (publ) to Report Fiscal Year 2025 Results on Feb 10, 2026Thule Group AB (publ) announced that they will report fiscal year 2025 results on Feb 10, 2026공지 • Jan 30Thule Group AB (publ) to Report Q4, 2024 Results on Feb 07, 2025Thule Group AB (publ) announced that they will report Q4, 2024 results at 7:45 AM, Central European Standard Time on Feb 07, 2025공지 • Dec 06Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty LtdThule Group AB (publ) (OM:THULE) agreed to acquire Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd for AUD 500 million on November 11, 2024. The consideration consists of 2.11 million common equity of Thule Group AB (publ) to be issued for common equity of Quad Lock Pty Ltd. A cash consideration will be paid by Thule Group AB (publ). The consideration is subject to possible price adjustments. For the period ending October 31, 2024, Quad Lock Pty Ltd reported total revenue of AUD 1.4 billion. The transaction will be financed through a combination of existing cash and credit facilities. The acquisition is conditional upon regulatory approval from the Australian Foreign Investment Review Board and customary closing conditions and is expected to close in the fourth quarter 2024. The acquisition is expected to be accretive. Jefferies Pty Ltd acted as financial advisor for Quadrant Private Equity Pty Limited. Goldman Sachs Bank Europe SE, Sweden Bankfilial acted as financial advisor for Thule Group AB. MinterEllison acted as legal advisor for Thule Group AB. Baker & Mckenzie acted as legal advisor for Thule Group AB. Gilbert and Tobin acted as legal advisor for Quadrant Private Equity Pty Limited. Roschier, Attorneys Ltd. acted as legal advisor for Quadrant Private Equity Pty Limited. Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd on December 4, 2024.공지 • Oct 23Thule Group AB (publ) to Report Q3, 2025 Results on Oct 22, 2025Thule Group AB (publ) announced that they will report Q3, 2025 results on Oct 22, 2025공지 • Oct 16+ 2 more updatesThule Group AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Thule Group AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025공지 • Oct 15+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 29, 2025Thule Group AB (publ), Annual General Meeting, Apr 29, 2025. Location: malmo Sweden공지 • May 25Thule Group (Publ) Appoints Catharina Paulcén as Senior Vice President Corporate Communications and Investor RelationsThule Group (publ) appointed Catharina Paulcén as Senior Vice President Corporate Communications and Investor Relations. She will be part of Group Management, based at the Group's head office in Malmö, Sweden. Catharina has over twenty years' experience of communication and investor relations in international environments. Following graduation from Lund University in Sweden, Catharina spent over fifteen years in the software industry, and has since been responsible for communication at the publicly listed company Haldex AB, a manufacturer of automotive components, and most recently the ventilation company publicly listed ventilation company Lindab AB. Catharina also has a strong outdoor interest and is an active leader the Swedish scout organization at the local and national level. Catharina will assume her position latest November 2024.공지 • Apr 27+ 1 more updateThule Group AB (Publ) Announces Board AppointmentsThule Group AB (publ) at its Annual General Meeting was held on 26 April 2024, approved that Sandra Finér och Paul Gustavsson were elected as new members of the Board. At the statutory board meeting after the Annual General Meeting, the Board of Directors appointed members to the Audit and Sustainability Committee and the Remuneration Committee. The Audit and Sustainability Committee will consist of Helene Willberg (chairman) and Sarah McPhee. The Remuneration Committee will consist of Hans Eckerström (chairman) and Paul Gustavsson.Recent Insider Transactions • Mar 22Insider recently sold kr2.4m worth of stockOn the 18th of March, Fredrik Erlandsson sold around 8k shares on-market at roughly kr300 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr3.1m more than they bought in the last 12 months.Declared Dividend • Mar 21Final dividend of kr4.75 announcedShareholders will receive a dividend of kr4.75. Ex-date: 29th April 2024 Payment date: 6th May 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.0% to bring the payout ratio under control. EPS is expected to grow by 49% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공지 • Feb 28Thule Group AB (publ) to Report Fiscal Year 2023 Final Results on Apr 05, 2024Thule Group AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Apr 05, 2024공지 • Feb 09Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.50 per share which, based on the number of shares outstanding on February 9, 2024, corresponds to a dividend of SEK 1,004 million. The proposed dividend comprises 91% of the earnings per share for 2023. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.75 per share is April 30, 2024 and the proposed record date for the second payment of SEK 4.75 per share is October 7, 2024.공지 • Oct 31+ 1 more updateThule Group AB (publ) to Report Q2, 2024 Results on Jul 17, 2024Thule Group AB (publ) announced that they will report Q2, 2024 results on Jul 17, 2024공지 • Oct 27Thule Group AB (publ) to Report Q1, 2024 Results on Apr 26, 2024Thule Group AB (publ) announced that they will report Q1, 2024 results on Apr 26, 2024공지 • Sep 26+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 26, 2024Thule Group AB (publ), Annual General Meeting, Apr 26, 2024.공지 • Jul 17Thule Group AB (Publ) Appoints Toby Lawton as Chief Financial Officer, Effective January 2024Toby Lawton has been appointed Chief Financial Officer, CFO, and member of Group Management in Thule Group, based out of the Group Headquarters in Malmö, Sweden. Toby Lawton brings almost three decades of relevant international finance experience, including as CFO of three publicly listed international companies in Sweden and Hong Kong. Following graduation from Oxford University, Toby spent over 25 years with SCA (including now separately listed Essity) in several roles including CFO of Asia Pacific, Vice President of M&A, and CFO of SCA. He has also been CFO of Vinda International, based in Hong Kong, and is currently CFO of Swedish company Renewcell. Toby Lawton will assume his position latest in January 2024.공지 • May 13Jonas Lindqvist to Leave as Chief Financial Officer of Thule Group AB (publ)Thule Group AB (publ) announced that Jonas Lindqvist, in agreement with the company, will leave his position as Chief Financial Officer (CFO) at the company. Jonas has been the CFO of the Thule Group since 2020 and will remain in his role until his successor is in place. The recruitment process for a new CFO will begin immediately.공지 • Feb 11Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.20 per share which, based on the number of shares outstanding on February 10, 2023, corresponds to SEK 962 million. The proposed dividend comprises 75% of the earnings per share for 2022. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.60 per share is May 2, 2023 and the proposed record date for the second payment of SEK 4.60 per share is October 5, 2023.공지 • Feb 10+ 1 more updateThule Group AB (publ) Announces Executive Changes, Effective No Later Than August 9, 2023Thule Group AB (publ) announced that its board of directors has decided to appoint Mattias Ankarberg as the new president of the company. To secure a seamless handover, Magnus Welander will remain in his role until Mattias Ankarberg has finished his current role. Mattias Ankarberg has over 20 years of experience in consumer goods, from McKinsey & Company (located in Sweden and the USA), H&M (several senior positions, most recently as Global Sales and Marketing Manager) and now as CEO of Byggmax Group (publ). Mattias has been a member of the board of the Thule Group since 2018. He will take over as president of Thule no later than August 9, 2023.공지 • Jan 11Thule Group AB (publ) to Report Fiscal Year 2022 Results on Mar 31, 2023Thule Group AB (publ) announced that they will report fiscal year 2022 results on Mar 31, 2023공지 • Nov 09+ 1 more updateThule Group AB (publ) to Report Q3, 2023 Results on Oct 27, 2023Thule Group AB (publ) announced that they will report Q3, 2023 results on Oct 27, 2023공지 • Nov 08Thule Group AB (publ) to Report Q2, 2023 Results on Jul 19, 2023Thule Group AB (publ) announced that they will report Q2, 2023 results on Jul 19, 2023Buying Opportunity • Feb 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be kr452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 30% per annum over the last 3 years.Recent Insider Transactions • Feb 22Independent Director recently bought kr200k worth of stockOn the 16th of February, Helene Mellquist bought around 490 shares on-market at roughly kr409 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.4m more in shares than they bought in the last 12 months.Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr17.11 (up from kr11.24 in FY 2020). Revenue: kr10.4b (up 33% from FY 2020). Net income: kr1.79b (up 54% from FY 2020). Profit margin: 17% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.Recent Insider Transactions • Dec 25Insider recently bought kr100k worth of stockOn the 22nd of December, Karl-Johan Magnusson bought around 190 shares on-market at roughly kr524 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.6m more in shares than they bought in the last 12 months.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr4.93 (vs kr4.31 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr2.77b (up 14% from 3Q 2020). Net income: kr516.0m (up 15% from 3Q 2020). Profit margin: 19% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jun 02Insider recently sold kr9.7m worth of stockOn the 28th of May, Kajsa von Geijer sold around 25k shares on-market at roughly kr386 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Executive Departure • May 01President of Region Americas Fred Clark has left the companyOn the 30th of April, Fred Clark's tenure in the role of President of Region Americas ended. We don't have any record of a personal shareholding under Fred's name. Fred is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS kr4.27 (vs kr2.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr2.54b (up 46% from 1Q 2020). Net income: kr447.0m (up 86% from 1Q 2020). Profit margin: 18% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 16Upcoming dividend of kr11.50 per shareEligible shareholders must have bought the stock before 23 April 2021. Payment date: 29 April 2021. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.6%).Reported Earnings • Apr 04Full year 2020 earnings released: EPS kr11.24 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 25New 90-day high: kr346The company is up 23% from its price of kr282 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr215 per share.Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr11.23 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.6%, compared to a 10% growth forecast for the Leisure industry in the United Kingdom.Is New 90 Day High Low • Feb 08New 90-day high: kr327The company is up 22% from its price of kr268 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.Is New 90 Day High Low • Jan 14New 90-day high: kr325The company is up 9.0% from its price of kr297 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Leisure industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.이익 및 매출 성장 예측BATS-CHIXE:THULES - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202811,8311,6051,4931,784612/31/202711,1751,4341,3751,660712/31/202610,5391,2761,3351,73473/31/202610,3401,1411,0841,491N/A12/31/202510,4291,1147841,132N/A9/30/202510,2721,0551,1451,464N/A6/30/202510,0871,0421,5381,751N/A3/31/20259,7831,0881,6151,887N/A12/31/20249,5411,1222,0462,310N/A9/30/20249,4291,1831,9312,199N/A6/30/20249,3961,1441,7892,082N/A3/31/20249,3261,1241,6961,920N/A12/31/20239,1321,0991,5991,850N/A9/30/20239,2171,0591,4521,685N/A6/30/20239,0459351,1001,390N/A3/31/20239,3301,0238061,161N/A12/31/202210,1381,275172616N/A9/30/202210,3331,445-373161N/A6/30/202210,9661,824-378152N/A3/31/202210,8821,870-69530N/A12/31/202110,3861,7906211,128N/A9/30/202110,1451,8001,3851,792N/A6/30/20219,8091,7321,6952,022N/A3/31/20218,6221,3721,4991,678N/A12/31/20207,8281,1661,4411,614N/A9/30/20207,4341,0311,2951,469N/A6/30/20206,6807631,1001,276N/A3/31/20206,9488711,0071,183N/A12/31/20197,038883N/A1,030N/A9/30/20196,984897N/A872N/A6/30/20196,863905N/A799N/A3/31/20196,707870N/A675N/A12/31/20186,484837N/A606N/A9/30/20186,333754N/A799N/A6/30/20186,157750N/A820N/A3/31/20185,957713N/A930N/A12/31/20175,872690N/A972N/A9/30/20175,849760N/A854N/A6/30/20175,759732N/A772N/A3/31/20175,529687N/A737N/A12/31/20165,304653N/A878N/A9/30/20165,300645N/A940N/A6/30/20165,349636N/A915N/A3/31/20165,312611N/A782N/A12/31/20155,320587N/A662N/A9/30/20155,241463N/A432N/A6/30/20155,079396N/A407N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: THULES 의 연간 예상 수익 증가율(12.3%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: THULES 의 연간 수익(12.3%)이 UK 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: THULES 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: THULES 의 수익(연간 5%)이 UK 시장(연간 4.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: THULES 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: THULES의 자본 수익률은 3년 후 18%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/10 09:41종가2026/05/07 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 소스Thule Group AB (publ)는 15명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierLars TopholmCarnegie Investment Bank ABDaniel SchmidtDanske Bank12명의 분석가 더 보기
공지 • Feb 10Thule Group AB (publ) to Report Fiscal Year 2026 Results on Feb 10, 2027Thule Group AB (publ) announced that they will report fiscal year 2026 results on Feb 10, 2027
공지 • Dec 11+ 2 more updatesThule Group AB (publ) to Report Q2, 2026 Results on Jul 20, 2026Thule Group AB (publ) announced that they will report Q2, 2026 results on Jul 20, 2026
공지 • Oct 03Thule Group AB (publ), Annual General Meeting, May 11, 2026Thule Group AB (publ), Annual General Meeting, May 11, 2026. Location: malmo Sweden
공지 • Apr 30Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction.Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction on April 29, 2025. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Thule Group AB (publ). Post completion of the acquisition, Thule Board member now holds 7,832 Thule shares. Thule Board Member completed the acquisition of an unknown minority stake in Thule Group AB (publ) (OM:THULE) in a management participated transaction on April 29, 2025
공지 • Feb 08Thule Group AB (Publ) Proposes DividendThe Board of Thule Group AB (publ) proposed a dividend of SEK 8.30 per share.
공지 • Feb 07Thule Group AB (publ) to Report Fiscal Year 2025 Results on Feb 10, 2026Thule Group AB (publ) announced that they will report fiscal year 2025 results on Feb 10, 2026
공지 • Jan 30Thule Group AB (publ) to Report Q4, 2024 Results on Feb 07, 2025Thule Group AB (publ) announced that they will report Q4, 2024 results at 7:45 AM, Central European Standard Time on Feb 07, 2025
공지 • Dec 06Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty LtdThule Group AB (publ) (OM:THULE) agreed to acquire Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd for AUD 500 million on November 11, 2024. The consideration consists of 2.11 million common equity of Thule Group AB (publ) to be issued for common equity of Quad Lock Pty Ltd. A cash consideration will be paid by Thule Group AB (publ). The consideration is subject to possible price adjustments. For the period ending October 31, 2024, Quad Lock Pty Ltd reported total revenue of AUD 1.4 billion. The transaction will be financed through a combination of existing cash and credit facilities. The acquisition is conditional upon regulatory approval from the Australian Foreign Investment Review Board and customary closing conditions and is expected to close in the fourth quarter 2024. The acquisition is expected to be accretive. Jefferies Pty Ltd acted as financial advisor for Quadrant Private Equity Pty Limited. Goldman Sachs Bank Europe SE, Sweden Bankfilial acted as financial advisor for Thule Group AB. MinterEllison acted as legal advisor for Thule Group AB. Baker & Mckenzie acted as legal advisor for Thule Group AB. Gilbert and Tobin acted as legal advisor for Quadrant Private Equity Pty Limited. Roschier, Attorneys Ltd. acted as legal advisor for Quadrant Private Equity Pty Limited. Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd on December 4, 2024.
공지 • Oct 23Thule Group AB (publ) to Report Q3, 2025 Results on Oct 22, 2025Thule Group AB (publ) announced that they will report Q3, 2025 results on Oct 22, 2025
공지 • Oct 16+ 2 more updatesThule Group AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Thule Group AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025
공지 • Oct 15+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 29, 2025Thule Group AB (publ), Annual General Meeting, Apr 29, 2025. Location: malmo Sweden
공지 • May 25Thule Group (Publ) Appoints Catharina Paulcén as Senior Vice President Corporate Communications and Investor RelationsThule Group (publ) appointed Catharina Paulcén as Senior Vice President Corporate Communications and Investor Relations. She will be part of Group Management, based at the Group's head office in Malmö, Sweden. Catharina has over twenty years' experience of communication and investor relations in international environments. Following graduation from Lund University in Sweden, Catharina spent over fifteen years in the software industry, and has since been responsible for communication at the publicly listed company Haldex AB, a manufacturer of automotive components, and most recently the ventilation company publicly listed ventilation company Lindab AB. Catharina also has a strong outdoor interest and is an active leader the Swedish scout organization at the local and national level. Catharina will assume her position latest November 2024.
공지 • Apr 27+ 1 more updateThule Group AB (Publ) Announces Board AppointmentsThule Group AB (publ) at its Annual General Meeting was held on 26 April 2024, approved that Sandra Finér och Paul Gustavsson were elected as new members of the Board. At the statutory board meeting after the Annual General Meeting, the Board of Directors appointed members to the Audit and Sustainability Committee and the Remuneration Committee. The Audit and Sustainability Committee will consist of Helene Willberg (chairman) and Sarah McPhee. The Remuneration Committee will consist of Hans Eckerström (chairman) and Paul Gustavsson.
Recent Insider Transactions • Mar 22Insider recently sold kr2.4m worth of stockOn the 18th of March, Fredrik Erlandsson sold around 8k shares on-market at roughly kr300 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr3.1m more than they bought in the last 12 months.
Declared Dividend • Mar 21Final dividend of kr4.75 announcedShareholders will receive a dividend of kr4.75. Ex-date: 29th April 2024 Payment date: 6th May 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.0% to bring the payout ratio under control. EPS is expected to grow by 49% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공지 • Feb 28Thule Group AB (publ) to Report Fiscal Year 2023 Final Results on Apr 05, 2024Thule Group AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Apr 05, 2024
공지 • Feb 09Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.50 per share which, based on the number of shares outstanding on February 9, 2024, corresponds to a dividend of SEK 1,004 million. The proposed dividend comprises 91% of the earnings per share for 2023. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.75 per share is April 30, 2024 and the proposed record date for the second payment of SEK 4.75 per share is October 7, 2024.
공지 • Oct 31+ 1 more updateThule Group AB (publ) to Report Q2, 2024 Results on Jul 17, 2024Thule Group AB (publ) announced that they will report Q2, 2024 results on Jul 17, 2024
공지 • Oct 27Thule Group AB (publ) to Report Q1, 2024 Results on Apr 26, 2024Thule Group AB (publ) announced that they will report Q1, 2024 results on Apr 26, 2024
공지 • Sep 26+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 26, 2024Thule Group AB (publ), Annual General Meeting, Apr 26, 2024.
공지 • Jul 17Thule Group AB (Publ) Appoints Toby Lawton as Chief Financial Officer, Effective January 2024Toby Lawton has been appointed Chief Financial Officer, CFO, and member of Group Management in Thule Group, based out of the Group Headquarters in Malmö, Sweden. Toby Lawton brings almost three decades of relevant international finance experience, including as CFO of three publicly listed international companies in Sweden and Hong Kong. Following graduation from Oxford University, Toby spent over 25 years with SCA (including now separately listed Essity) in several roles including CFO of Asia Pacific, Vice President of M&A, and CFO of SCA. He has also been CFO of Vinda International, based in Hong Kong, and is currently CFO of Swedish company Renewcell. Toby Lawton will assume his position latest in January 2024.
공지 • May 13Jonas Lindqvist to Leave as Chief Financial Officer of Thule Group AB (publ)Thule Group AB (publ) announced that Jonas Lindqvist, in agreement with the company, will leave his position as Chief Financial Officer (CFO) at the company. Jonas has been the CFO of the Thule Group since 2020 and will remain in his role until his successor is in place. The recruitment process for a new CFO will begin immediately.
공지 • Feb 11Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.20 per share which, based on the number of shares outstanding on February 10, 2023, corresponds to SEK 962 million. The proposed dividend comprises 75% of the earnings per share for 2022. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.60 per share is May 2, 2023 and the proposed record date for the second payment of SEK 4.60 per share is October 5, 2023.
공지 • Feb 10+ 1 more updateThule Group AB (publ) Announces Executive Changes, Effective No Later Than August 9, 2023Thule Group AB (publ) announced that its board of directors has decided to appoint Mattias Ankarberg as the new president of the company. To secure a seamless handover, Magnus Welander will remain in his role until Mattias Ankarberg has finished his current role. Mattias Ankarberg has over 20 years of experience in consumer goods, from McKinsey & Company (located in Sweden and the USA), H&M (several senior positions, most recently as Global Sales and Marketing Manager) and now as CEO of Byggmax Group (publ). Mattias has been a member of the board of the Thule Group since 2018. He will take over as president of Thule no later than August 9, 2023.
공지 • Jan 11Thule Group AB (publ) to Report Fiscal Year 2022 Results on Mar 31, 2023Thule Group AB (publ) announced that they will report fiscal year 2022 results on Mar 31, 2023
공지 • Nov 09+ 1 more updateThule Group AB (publ) to Report Q3, 2023 Results on Oct 27, 2023Thule Group AB (publ) announced that they will report Q3, 2023 results on Oct 27, 2023
공지 • Nov 08Thule Group AB (publ) to Report Q2, 2023 Results on Jul 19, 2023Thule Group AB (publ) announced that they will report Q2, 2023 results on Jul 19, 2023
Buying Opportunity • Feb 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be kr452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 30% per annum over the last 3 years.
Recent Insider Transactions • Feb 22Independent Director recently bought kr200k worth of stockOn the 16th of February, Helene Mellquist bought around 490 shares on-market at roughly kr409 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.4m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr17.11 (up from kr11.24 in FY 2020). Revenue: kr10.4b (up 33% from FY 2020). Net income: kr1.79b (up 54% from FY 2020). Profit margin: 17% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
Recent Insider Transactions • Dec 25Insider recently bought kr100k worth of stockOn the 22nd of December, Karl-Johan Magnusson bought around 190 shares on-market at roughly kr524 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.6m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr4.93 (vs kr4.31 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr2.77b (up 14% from 3Q 2020). Net income: kr516.0m (up 15% from 3Q 2020). Profit margin: 19% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jun 02Insider recently sold kr9.7m worth of stockOn the 28th of May, Kajsa von Geijer sold around 25k shares on-market at roughly kr386 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Executive Departure • May 01President of Region Americas Fred Clark has left the companyOn the 30th of April, Fred Clark's tenure in the role of President of Region Americas ended. We don't have any record of a personal shareholding under Fred's name. Fred is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS kr4.27 (vs kr2.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr2.54b (up 46% from 1Q 2020). Net income: kr447.0m (up 86% from 1Q 2020). Profit margin: 18% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 16Upcoming dividend of kr11.50 per shareEligible shareholders must have bought the stock before 23 April 2021. Payment date: 29 April 2021. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.6%).
Reported Earnings • Apr 04Full year 2020 earnings released: EPS kr11.24 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 25New 90-day high: kr346The company is up 23% from its price of kr282 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr215 per share.
Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr11.23 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.6%, compared to a 10% growth forecast for the Leisure industry in the United Kingdom.
Is New 90 Day High Low • Feb 08New 90-day high: kr327The company is up 22% from its price of kr268 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.
Is New 90 Day High Low • Jan 14New 90-day high: kr325The company is up 9.0% from its price of kr297 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Leisure industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.