View ValuationHalma 향후 성장Future 기준 점검 4/6Halma (는) 각각 연간 12.8% 및 10.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.6% 로 예상됩니다.핵심 정보12.8%이익 성장률12.72%EPS 성장률Electronic 이익 성장18.5%매출 성장률10.3%향후 자기자본이익률20.62%애널리스트 커버리지Good마지막 업데이트27 May 2026최근 향후 성장 업데이트공시 • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.공시 • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.공시 • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.모든 업데이트 보기Recent updates공시 • Jan 10Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million.Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million on January 9, 2026. The cash consideration for Safetec is €72.5 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Safetec will be a standalone company within Halma's Safety Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Safetec Srl on January 9, 2026.공시 • Dec 06Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million.Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million on December 5, 2025. A cash consideration of £230 million will be paid by Halma plc. As part of consideration, £230 million is paid towards common equity of European Safety Systems Limited. The cash consideration for E2S is £230 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Halma plc (LSE:HLMA) completed the acquisition of European Safety Systems Limited on December 5, 2025.공시 • Nov 29Halma plc to Report Q2, 2027 Results on Nov 19, 2026Halma plc announced that they will report Q2, 2027 results at 8:00 AM, GMT Standard Time on Nov 19, 2026공시 • Sep 25Halma plc to Report First Half, 2026 Results on Nov 20, 2025Halma plc announced that they will report first half, 2026 results on Nov 20, 2025공시 • Sep 05Halma plc to Report Fiscal Year 2026 Results on Jun 11, 2026Halma plc announced that they will report fiscal year 2026 results on Jun 11, 2026공시 • Aug 27Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. and others for €150 million.Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. for €150 million on August 26, 2025. The cash consideration for Brownline is €150 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Brownline will be a standalone company within Halma's Environmental & Analysis Sector, led by its current management team. Brownline's unaudited revenue for the 12 months to 31 March 2025 was €37 million. Martijn Koops, Sibert Meulenbelt, Carlo de Haas and Wouter Abrahams of Lincoln International acted as financial advisor for the shareholders of Brownline BV. Halma plc (LSE:HLMA) completed the acquisition of Brownline BV from Mentha Capital B.V. and others on August 26, 2025.공시 • Jul 28Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA).Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025. Following the transaction, AAI will be named Air Products and Controls Inc. McGuireWoods LLP provided legal counsel to Saothair on the transaction. Halma was represented by Nixon Peabody LLP for legal counsel and Houlihan Lokey as financial advisor. Saothair Capital Partners, LLC completed the acquisition of Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025.공시 • Jun 23Halma plc to Report Fiscal Year 2026 Results on Mar 31, 2026Halma plc announced that they will report fiscal year 2026 results on Mar 31, 2026공시 • Jun 12Halma plc, Annual General Meeting, Jul 24, 2025Halma plc, Annual General Meeting, Jul 24, 2025.공시 • Mar 21Halma Announces the Appointment of Barbara Thoralfsson as an Independent Non-Executive Director, Effective 16 June 2025Halma announced the appointment of Barbara Thoralfsson as an independent non-executive Director, with effect from 16 June 2025. Barbara will also be a member of Halma's Audit, Remuneration and Nomination Committees. Barbara brings extensive international experience from her executive and non-executive positions in public and private companiesacross numerous sectors, including industrial, telecommunications and technology. She is entrepreneurial and deeply passionate about sustainability, having founded Fleming Industrier AS, owner of the largest recycler of plastic waste in the Nordics.Barbara is non-executive Chair at Exclusive Networks SA, where she is leading the sale to a private equity consortium, and previously served as an Industrial Advisor to EQT Private Equity Partners. Following her early careerwithin the FMCG industry in the USA and Scandinavia, Barbara moved into the telecommunications industry, where she served as CEO of NETCOM ASA, Norway's second largest mobile network operator at that time. Her non-executive career spans 20 years and includedTandberg ASA, a leading global supplier of video conferencing systems, Telenor ASA, a leading mobile operator in Scandinavia, Eastern Europe and Asia, Electrolux AB, Cable & Wireless Plc and Colart International Holdings (latterly as Chair). Barbara served as a non-executive director at security services group, G4S plc which was a constituent of the FTSE 250. Barbara serves as a non-executive director on the boards of SCA AB, Hilti AG and Essity AB. She is a member of the Advisory Council for SB1 Markets.공시 • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.공시 • Jan 08+ 1 more updateHalma plc Announces Committee ChangesHalma plc announced that Sharmila Nebhrajani OBE, non-executive director, has assumed the role of Audit Committee Chair with immediate effect, taking over from Carole Cran.공시 • Nov 18Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million.Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million on November 18, 2024. A cash consideration of €50 million will be paid by Halma plc. As part of consideration, €50 million is paid towards common equity of Lamidey Noury Medical. The cash consideration for Lamidey Noury is €50m, on a cash- and debt-free basis, to be funded from Halma's existing facilities. For the period ending October 31, 2024, Lamidey Noury Medical reported total revenue of €13.6 million. As part of the transaction, Lamidey Noury will be a standalone company within Halma's Healthcare Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Lamidey Noury Medical for €50 million on November 18, 2024공시 • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.공시 • Jun 26Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million.Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million on May 31, 2024. A cash consideration of €8.4 million will be paid by Groupe CLAIRE SAS. As part of consideration, €8.4 million is paid towards common equity of HYDREKA SAS. For the period ending December 31, 2023, HYDREKA SAS reported total revenue of €9 million. Philippe Schmitt, Alan Granberg and Cory Kenny of EuroConsult Capital, LLC acted as financial advisor for Halma plc.공시 • Jun 15Halma plc, Annual General Meeting, Jul 25, 2024Halma plc, Annual General Meeting, Jul 25, 2024.공시 • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.공시 • May 02Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million.Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million on May 1, 2024. The cash consideration for MK Test is £44 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. MK Test's unaudited revenue for the 12 months to March 2024 was £12.4 million, with Return on Sales substantially above the upper end of Halma's target range of 18-22%. MK Test will be a standalone company within Halma's Safety sector, led by its current management team.Halma plc (LSE:HLMA) completed the acquisition of MK Test Systems Ltd. on May 1, 2024.공시 • Mar 04Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V.Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V. for €91 million on March 4, 2024. The initial consideration for Rovers is €85 million on a cash- and debt-free basis, which will be paid in cash and funded from Halma's existing facilities. An additional consideration of up to €6 million is payable in cash, based on Rovers' performance in the period to March 31, 2025. Rovers will be a standalone company within Halma's Healthcare sector, led by its current management team. Rovers Medical Devices has reported revenue of €12 million on December 31, 2023. Oliver Hughes, Rachel Farrington and Ollie Hoare of MHP has worked in this transaction. Halma plc (LSE:HLMA) completed the acquisition of Rovers Medical Devices B.V. on March 4, 2024.공시 • Jan 30Halma plc Announces Executive Changes, Effective February 1, 2024; June 7, 2024Halma plc announced the appointment of Giles Kerr as an independent non-executive Director, with effect from 1 February 2024. Giles will also be a member of Halma's Audit, Remuneration and Nomination Committees. Giles brings a wealth of experience gained across a variety of roles in life sciences, technology and industrial businesses. Giles has a particularly strong background in driving strategic business growth as well as extensive M&A experience. He is currently Chair of PayPoint plc and was Senior Independent Director & Audit Committee Chair at Abcam plc, until it was acquired by Danaher in December 2023. His executive career included senior financial roles at Arthur Andersen (leading to his appointment as National Partner), Amersham plc (latterly as Group Finance Director) and as Finance Director at Oxford University Innovation. Since 2007, Giles has held a number of non-executive director roles including Elan Corporation, Victrex plc, BTG plc, Oxford Sciences Innovation plc, Arix Bioscience plc and Senior plc. Roy Twite, non-executive Director, who has served for nine years on the Board, will step down as a Director on 7 June 2024.공시 • Jan 17+ 1 more updateHalma plc to Report Fiscal Year 2024 Results on Jun 13, 2024Halma plc announced that they will report fiscal year 2024 results on Jun 13, 2024Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.6%).공시 • Nov 22Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million.Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million on November 20, 2023. The initial cash consideration for TeDan is US$89.1m (approximately £72m), on a cash- and debt-free basis. An additional earn-out consideration of up to US$10.9m (approximately £9m) is payable in cash, based on TeDan's performance in the period to June 2024. The initial cash consideration will be funded from Halma's existing facilities. TeDan's consolidated unaudited revenue for the 12 months to 31 March 2023 was US$29.2m (approximately £24m). TeDan will be a standalone company in Halma's Healthcare sector, led by its current management team. TeDan team joins Halma.Halma plc (LSE:HLMA) completed the acquisition of TeDan Surgical Innovations, Inc. on November 20, 2023.Reported Earnings • Nov 19First half 2024 earnings released: EPS: UK£0.31 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.31 (up from UK£0.30 in 1H 2023). Revenue: UK£950.5m (up 8.6% from 1H 2023). Net income: UK£118.5m (up 3.0% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Liam Condon was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.공시 • Aug 05Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million.Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million on August 4, 2023. Lazer Safe revenue for the 12 months to 31 March 2023 was AUD 21.8 million.Halma plc (LSE:HLMA) completed the acquisition of Lazer Safe Pty Ltd on August 4, 2023.공시 • Jul 25Halma plc Announces Directorate ChangeHalma plc announces the following changes: Appointment of independent non-executive Director: Liam Condon will be appointed as an independent non-executive Director, with effect from 25 September 2023. Liam will also be a member of Halma's Audit, Remuneration and Nomination Committees. Liam brings a wealth of experience gained across a variety of roles, with a strong global background in driving growth and sustainability in the Life Science, Chemical and Energy Transition Industries. He is currently Chief Executive of Johnson Matthey plc and earlier in his career, Liam held senior positions within Bayer AG and Schering AG. Tony Rice has informed the Company that, having served for nearly nine years as a non-executive Director, he will step down from the role of Senior Independent Director on 31 July 2023 and retire as a non-executive Director on 31 December 2023. As part of the Company's succession plans, and following the unanimous support of the Board, Jo Harlow will be appointed as Senior Independent Director with effect from 1 August 2023.Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.5%).Reported Earnings • Jun 17Full year 2023 earnings released: EPS: UK£0.62 (vs UK£0.65 in FY 2022)Full year 2023 results: EPS: UK£0.62 (down from UK£0.65 in FY 2022). Revenue: UK£1.85b (up 22% from FY 2022). Net income: UK£234.5m (down 4.1% from FY 2022). Profit margin: 13% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Jun 15+ 1 more updateHalma plc, Annual General Meeting, Jul 20, 2023Halma plc, Annual General Meeting, Jul 20, 2023. Agenda: To consider final dividend for the financial year ended March 2023.공시 • May 13Halma plc (LSE:HLMA) acquired Sewertronics Sp. Z O.o.Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Halma plc (LSE:HLMA) completed the acquisition of Sewertronics Sp. Z O.o. on May 12, 2023.공시 • May 06Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 millionHalma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Upcoming Dividend • Dec 16Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (1.6%).공시 • Dec 06+ 1 more updateHalma plc to Report Fiscal Year 2023 Results on Jun 15, 2023Halma plc announced that they will report fiscal year 2023 results on Jun 15, 2023Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.30 (down from UK£0.36 in 1H 2022). Revenue: UK£875.5m (up 19% from 1H 2022). Net income: UK£115.0m (down 15% from 1H 2022). Profit margin: 13% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic 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 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 07Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.65 (vs UK£0.54 in FY 2021)Full year 2022 results: EPS: UK£0.65 (up from UK£0.54 in FY 2021). Revenue: UK£1.53b (up 16% from FY 2021). Net income: UK£244.4m (up 20% from FY 2021). Profit margin: 16% (in line with FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 8.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 17Upcoming dividend of UK£0.073 per shareEligible shareholders must have bought the stock before 23 December 2021. Payment date: 04 February 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.1%).Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.36 (vs UK£0.20 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£737.2m (up 19% from 1H 2021). Net income: UK£135.8m (up 76% from 1H 2021). Profit margin: 18% (up from 13% in 1H 2021). 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 34% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Sep 24Group Talent recently sold UK£314k worth of stockOn the 23rd of September, Jennifer Ward sold around 10k shares on-market at roughly UK£31.37 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 • Jul 29Non-Executive Chairman Paul Walker has left the companyOn the 22nd of July, Paul Walker's tenure as Non-Executive Chairman ended after 8.3 years in the role. As of March 2021, Paul still personally held 30.00k shares (UK£714k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 23Independent Non-Executive Director Daniela Soares has left the companyOn the 22nd of July, Daniela Soares' tenure as Independent Non-Executive Director ended after 9.7 years in the role. As of March 2021, Daniela still personally held 2.47k shares (UK£59k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 12 August 2021. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.0%).Reported Earnings • Jun 12Full year 2021 earnings released: EPS UK£0.54 (vs UK£0.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£1.32b (down 1.5% from FY 2020). Net income: UK£203.4m (up 10% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 06New 90-day low: UK£22.31The company is down 1.0% from its price of UK£22.62 on 04 December 2020. The British market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.08 per share.Is New 90 Day High Low • Jan 05New 90-day high: UK£25.35The company is up 7.0% from its price of UK£23.74 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.71 per share.이익 및 매출 성장 예측BATS-CHIXE:HLMAL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20283,110479490620133/31/20272,885432429577143/31/20262,567381353501149/30/20252,411347426492N/A6/30/20252,330322430492N/A3/31/20252,248296433492N/A12/31/20242,203291401456N/A9/30/20242,158287368420N/A6/30/20242,096278351403N/A3/31/20242,034269333385N/A12/31/20231,981253300351N/A9/30/20231,928238268317N/A6/30/20231,890236240287N/A3/31/20231,853235212258N/A12/31/20221,758229195239N/A9/30/20221,664224178221N/A6/30/20221,594234188229N/A3/31/20221,525244197237N/A12/31/20211,481253202245N/A9/30/20211,437262208253N/A6/30/20211,378233221265N/A3/31/20211,318203235278N/A12/31/20201,311190243287N/A9/30/20201,303177250297N/A6/30/20201,321181228276N/A3/31/20201,338184207256N/A12/31/20191,309182191237N/A9/30/20191,279180176218N/A6/30/20191,245175N/A218N/A3/31/20191,211170N/A219N/A12/31/20181,183168N/A207N/A9/30/20181,155167N/A194N/A6/30/20181,116161N/A184N/A3/31/20181,076154N/A173N/A12/31/20171,051147N/A176N/A9/30/20171,026139N/A178N/A6/30/2017994134N/A175N/A4/1/2017962130N/A172N/A1/1/2017916120N/A165N/A10/1/2016870111N/A158N/A7/1/2016839110N/A154N/A4/2/2016808109N/A149N/A1/2/2016786108N/A143N/A10/3/2015765107N/A137N/A7/3/2015746105N/A137N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: HLMAL 의 연간 예상 수익 증가율(12.8%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: HLMAL 의 연간 수익(12.8%)이 UK 시장(11.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: HLMAL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: HLMAL 의 수익(연간 10.3%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: HLMAL 의 수익(연간 10.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: HLMAL의 자본 수익률은 3년 후 20.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 03:43종가2026/05/27 00:00수익2025/09/30연간 수익2025/03/31데이터 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 소스Halma plc는 31명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard PaigeBarclaysJonathan HurnBarclaysAndrew SimmsBerenberg28명의 분석가 더 보기
공시 • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.
공시 • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.
공시 • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.
공시 • Jan 10Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million.Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million on January 9, 2026. The cash consideration for Safetec is €72.5 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Safetec will be a standalone company within Halma's Safety Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Safetec Srl on January 9, 2026.
공시 • Dec 06Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million.Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million on December 5, 2025. A cash consideration of £230 million will be paid by Halma plc. As part of consideration, £230 million is paid towards common equity of European Safety Systems Limited. The cash consideration for E2S is £230 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Halma plc (LSE:HLMA) completed the acquisition of European Safety Systems Limited on December 5, 2025.
공시 • Nov 29Halma plc to Report Q2, 2027 Results on Nov 19, 2026Halma plc announced that they will report Q2, 2027 results at 8:00 AM, GMT Standard Time on Nov 19, 2026
공시 • Sep 25Halma plc to Report First Half, 2026 Results on Nov 20, 2025Halma plc announced that they will report first half, 2026 results on Nov 20, 2025
공시 • Sep 05Halma plc to Report Fiscal Year 2026 Results on Jun 11, 2026Halma plc announced that they will report fiscal year 2026 results on Jun 11, 2026
공시 • Aug 27Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. and others for €150 million.Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. for €150 million on August 26, 2025. The cash consideration for Brownline is €150 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Brownline will be a standalone company within Halma's Environmental & Analysis Sector, led by its current management team. Brownline's unaudited revenue for the 12 months to 31 March 2025 was €37 million. Martijn Koops, Sibert Meulenbelt, Carlo de Haas and Wouter Abrahams of Lincoln International acted as financial advisor for the shareholders of Brownline BV. Halma plc (LSE:HLMA) completed the acquisition of Brownline BV from Mentha Capital B.V. and others on August 26, 2025.
공시 • Jul 28Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA).Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025. Following the transaction, AAI will be named Air Products and Controls Inc. McGuireWoods LLP provided legal counsel to Saothair on the transaction. Halma was represented by Nixon Peabody LLP for legal counsel and Houlihan Lokey as financial advisor. Saothair Capital Partners, LLC completed the acquisition of Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025.
공시 • Jun 23Halma plc to Report Fiscal Year 2026 Results on Mar 31, 2026Halma plc announced that they will report fiscal year 2026 results on Mar 31, 2026
공시 • Jun 12Halma plc, Annual General Meeting, Jul 24, 2025Halma plc, Annual General Meeting, Jul 24, 2025.
공시 • Mar 21Halma Announces the Appointment of Barbara Thoralfsson as an Independent Non-Executive Director, Effective 16 June 2025Halma announced the appointment of Barbara Thoralfsson as an independent non-executive Director, with effect from 16 June 2025. Barbara will also be a member of Halma's Audit, Remuneration and Nomination Committees. Barbara brings extensive international experience from her executive and non-executive positions in public and private companiesacross numerous sectors, including industrial, telecommunications and technology. She is entrepreneurial and deeply passionate about sustainability, having founded Fleming Industrier AS, owner of the largest recycler of plastic waste in the Nordics.Barbara is non-executive Chair at Exclusive Networks SA, where she is leading the sale to a private equity consortium, and previously served as an Industrial Advisor to EQT Private Equity Partners. Following her early careerwithin the FMCG industry in the USA and Scandinavia, Barbara moved into the telecommunications industry, where she served as CEO of NETCOM ASA, Norway's second largest mobile network operator at that time. Her non-executive career spans 20 years and includedTandberg ASA, a leading global supplier of video conferencing systems, Telenor ASA, a leading mobile operator in Scandinavia, Eastern Europe and Asia, Electrolux AB, Cable & Wireless Plc and Colart International Holdings (latterly as Chair). Barbara served as a non-executive director at security services group, G4S plc which was a constituent of the FTSE 250. Barbara serves as a non-executive director on the boards of SCA AB, Hilti AG and Essity AB. She is a member of the Advisory Council for SB1 Markets.
공시 • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.
공시 • Jan 08+ 1 more updateHalma plc Announces Committee ChangesHalma plc announced that Sharmila Nebhrajani OBE, non-executive director, has assumed the role of Audit Committee Chair with immediate effect, taking over from Carole Cran.
공시 • Nov 18Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million.Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million on November 18, 2024. A cash consideration of €50 million will be paid by Halma plc. As part of consideration, €50 million is paid towards common equity of Lamidey Noury Medical. The cash consideration for Lamidey Noury is €50m, on a cash- and debt-free basis, to be funded from Halma's existing facilities. For the period ending October 31, 2024, Lamidey Noury Medical reported total revenue of €13.6 million. As part of the transaction, Lamidey Noury will be a standalone company within Halma's Healthcare Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Lamidey Noury Medical for €50 million on November 18, 2024
공시 • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.
공시 • Jun 26Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million.Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million on May 31, 2024. A cash consideration of €8.4 million will be paid by Groupe CLAIRE SAS. As part of consideration, €8.4 million is paid towards common equity of HYDREKA SAS. For the period ending December 31, 2023, HYDREKA SAS reported total revenue of €9 million. Philippe Schmitt, Alan Granberg and Cory Kenny of EuroConsult Capital, LLC acted as financial advisor for Halma plc.
공시 • Jun 15Halma plc, Annual General Meeting, Jul 25, 2024Halma plc, Annual General Meeting, Jul 25, 2024.
공시 • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.
공시 • May 02Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million.Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million on May 1, 2024. The cash consideration for MK Test is £44 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. MK Test's unaudited revenue for the 12 months to March 2024 was £12.4 million, with Return on Sales substantially above the upper end of Halma's target range of 18-22%. MK Test will be a standalone company within Halma's Safety sector, led by its current management team.Halma plc (LSE:HLMA) completed the acquisition of MK Test Systems Ltd. on May 1, 2024.
공시 • Mar 04Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V.Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V. for €91 million on March 4, 2024. The initial consideration for Rovers is €85 million on a cash- and debt-free basis, which will be paid in cash and funded from Halma's existing facilities. An additional consideration of up to €6 million is payable in cash, based on Rovers' performance in the period to March 31, 2025. Rovers will be a standalone company within Halma's Healthcare sector, led by its current management team. Rovers Medical Devices has reported revenue of €12 million on December 31, 2023. Oliver Hughes, Rachel Farrington and Ollie Hoare of MHP has worked in this transaction. Halma plc (LSE:HLMA) completed the acquisition of Rovers Medical Devices B.V. on March 4, 2024.
공시 • Jan 30Halma plc Announces Executive Changes, Effective February 1, 2024; June 7, 2024Halma plc announced the appointment of Giles Kerr as an independent non-executive Director, with effect from 1 February 2024. Giles will also be a member of Halma's Audit, Remuneration and Nomination Committees. Giles brings a wealth of experience gained across a variety of roles in life sciences, technology and industrial businesses. Giles has a particularly strong background in driving strategic business growth as well as extensive M&A experience. He is currently Chair of PayPoint plc and was Senior Independent Director & Audit Committee Chair at Abcam plc, until it was acquired by Danaher in December 2023. His executive career included senior financial roles at Arthur Andersen (leading to his appointment as National Partner), Amersham plc (latterly as Group Finance Director) and as Finance Director at Oxford University Innovation. Since 2007, Giles has held a number of non-executive director roles including Elan Corporation, Victrex plc, BTG plc, Oxford Sciences Innovation plc, Arix Bioscience plc and Senior plc. Roy Twite, non-executive Director, who has served for nine years on the Board, will step down as a Director on 7 June 2024.
공시 • Jan 17+ 1 more updateHalma plc to Report Fiscal Year 2024 Results on Jun 13, 2024Halma plc announced that they will report fiscal year 2024 results on Jun 13, 2024
Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.6%).
공시 • Nov 22Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million.Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million on November 20, 2023. The initial cash consideration for TeDan is US$89.1m (approximately £72m), on a cash- and debt-free basis. An additional earn-out consideration of up to US$10.9m (approximately £9m) is payable in cash, based on TeDan's performance in the period to June 2024. The initial cash consideration will be funded from Halma's existing facilities. TeDan's consolidated unaudited revenue for the 12 months to 31 March 2023 was US$29.2m (approximately £24m). TeDan will be a standalone company in Halma's Healthcare sector, led by its current management team. TeDan team joins Halma.Halma plc (LSE:HLMA) completed the acquisition of TeDan Surgical Innovations, Inc. on November 20, 2023.
Reported Earnings • Nov 19First half 2024 earnings released: EPS: UK£0.31 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.31 (up from UK£0.30 in 1H 2023). Revenue: UK£950.5m (up 8.6% from 1H 2023). Net income: UK£118.5m (up 3.0% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Liam Condon was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.
공시 • Aug 05Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million.Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million on August 4, 2023. Lazer Safe revenue for the 12 months to 31 March 2023 was AUD 21.8 million.Halma plc (LSE:HLMA) completed the acquisition of Lazer Safe Pty Ltd on August 4, 2023.
공시 • Jul 25Halma plc Announces Directorate ChangeHalma plc announces the following changes: Appointment of independent non-executive Director: Liam Condon will be appointed as an independent non-executive Director, with effect from 25 September 2023. Liam will also be a member of Halma's Audit, Remuneration and Nomination Committees. Liam brings a wealth of experience gained across a variety of roles, with a strong global background in driving growth and sustainability in the Life Science, Chemical and Energy Transition Industries. He is currently Chief Executive of Johnson Matthey plc and earlier in his career, Liam held senior positions within Bayer AG and Schering AG. Tony Rice has informed the Company that, having served for nearly nine years as a non-executive Director, he will step down from the role of Senior Independent Director on 31 July 2023 and retire as a non-executive Director on 31 December 2023. As part of the Company's succession plans, and following the unanimous support of the Board, Jo Harlow will be appointed as Senior Independent Director with effect from 1 August 2023.
Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.5%).
Reported Earnings • Jun 17Full year 2023 earnings released: EPS: UK£0.62 (vs UK£0.65 in FY 2022)Full year 2023 results: EPS: UK£0.62 (down from UK£0.65 in FY 2022). Revenue: UK£1.85b (up 22% from FY 2022). Net income: UK£234.5m (down 4.1% from FY 2022). Profit margin: 13% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Jun 15+ 1 more updateHalma plc, Annual General Meeting, Jul 20, 2023Halma plc, Annual General Meeting, Jul 20, 2023. Agenda: To consider final dividend for the financial year ended March 2023.
공시 • May 13Halma plc (LSE:HLMA) acquired Sewertronics Sp. Z O.o.Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Halma plc (LSE:HLMA) completed the acquisition of Sewertronics Sp. Z O.o. on May 12, 2023.
공시 • May 06Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 millionHalma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.
Upcoming Dividend • Dec 16Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (1.6%).
공시 • Dec 06+ 1 more updateHalma plc to Report Fiscal Year 2023 Results on Jun 15, 2023Halma plc announced that they will report fiscal year 2023 results on Jun 15, 2023
Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.30 (down from UK£0.36 in 1H 2022). Revenue: UK£875.5m (up 19% from 1H 2022). Net income: UK£115.0m (down 15% from 1H 2022). Profit margin: 13% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic 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 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 07Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).
Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.65 (vs UK£0.54 in FY 2021)Full year 2022 results: EPS: UK£0.65 (up from UK£0.54 in FY 2021). Revenue: UK£1.53b (up 16% from FY 2021). Net income: UK£244.4m (up 20% from FY 2021). Profit margin: 16% (in line with FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 8.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 17Upcoming dividend of UK£0.073 per shareEligible shareholders must have bought the stock before 23 December 2021. Payment date: 04 February 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.1%).
Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.36 (vs UK£0.20 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£737.2m (up 19% from 1H 2021). Net income: UK£135.8m (up 76% from 1H 2021). Profit margin: 18% (up from 13% in 1H 2021). 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 34% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Sep 24Group Talent recently sold UK£314k worth of stockOn the 23rd of September, Jennifer Ward sold around 10k shares on-market at roughly UK£31.37 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 • Jul 29Non-Executive Chairman Paul Walker has left the companyOn the 22nd of July, Paul Walker's tenure as Non-Executive Chairman ended after 8.3 years in the role. As of March 2021, Paul still personally held 30.00k shares (UK£714k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 23Independent Non-Executive Director Daniela Soares has left the companyOn the 22nd of July, Daniela Soares' tenure as Independent Non-Executive Director ended after 9.7 years in the role. As of March 2021, Daniela still personally held 2.47k shares (UK£59k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 12 August 2021. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.0%).
Reported Earnings • Jun 12Full year 2021 earnings released: EPS UK£0.54 (vs UK£0.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£1.32b (down 1.5% from FY 2020). Net income: UK£203.4m (up 10% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 06New 90-day low: UK£22.31The company is down 1.0% from its price of UK£22.62 on 04 December 2020. The British market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.08 per share.
Is New 90 Day High Low • Jan 05New 90-day high: UK£25.35The company is up 7.0% from its price of UK£23.74 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.71 per share.