View ValuationKudelski 향후 성장Future 기준 점검 3/6Kudelski (는) 각각 연간 104.1% 및 2.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 103.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -0.5% 로 예상됩니다.핵심 정보104.1%이익 성장률103.78%EPS 성장률Electronic 이익 성장18.5%매출 성장률2.6%향후 자기자본이익률-0.50%애널리스트 커버리지Low마지막 업데이트16 Mar 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Apr 17Kudelski SA Announces Board and Committee AppointmentsKudelski SA announced that at the AGM held on April 14, 2026, approved the Ms. Hélène Béguin, nominated to stand for election, was elected as a member of the Board for a one-year term. Ms. Béguin was previously a partner at KPMG from 2004 to 2025 and served on the board of directors of KPMG Suisse from 2014 to 2024, including most recently as its chairwoman. She holds a Master's degree in Business Administration from HEC Lausanne and is a certified public accountant. She joins the Board of Directors as of April 14, 2026. The shareholders elected Messrs. Michael Hengartner, Pierre Lescure, Alec Ross and Claude Smadja and as members of the Remuneration and Nomination Committee for a period of one-year.공시 • Mar 24Kudelski SA, Annual General Meeting, Apr 14, 2026Kudelski SA, Annual General Meeting, Apr 14, 2026, at 14:00 W. Europe Standard Time.공시 • Mar 03Kudelski SA to Report Fiscal Year 2025 Final Results on Mar 24, 2026Kudelski SA announced that they will report fiscal year 2025 final results on Mar 24, 2026Reported Earnings • Feb 28Full year 2025 earnings releasedFull year 2025 results: Revenue: US$371.0m (down 3.3% from FY 2024). Net loss: US$42.4m (loss narrowed 72% from FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Electronic industry in the United Kingdom.New Risk • Jan 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$150m Forecast net loss in 2 years: US$7.3m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Currently unprofitable and not forecast to become profitable over next 2 years (US$7.3m net loss in 2 years). Market cap is less than US$100m (CHF67.4m market cap, or US$85.3m).Board Change • Jan 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Jan 07+ 1 more updateKudelski SA to Report Fiscal Year 2025 Results on Feb 26, 2026Kudelski SA announced that they will report fiscal year 2025 results at 12:00 PM, Central European Standard Time on Feb 26, 2026New Risk • Sep 05New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$93m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF76.3m market cap, or US$95.6m).New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (CHF76.6m market cap, or US$95.0m).Board Change • May 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • May 05Kudelski SA to Report First Half, 2025 Results on Aug 26, 2025Kudelski SA announced that they will report first half, 2025 results on Aug 26, 2025공시 • Feb 27Kudelski SA to Report Fiscal Year 2024 Final Results on Mar 27, 2025Kudelski SA announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 27, 2025공시 • Jan 25Kudelski IoT, a division of the Kudelski Group Announces the Launch of RecovR ID CheckKudelski IoT announced the launch of RecovR ID Check, an advanced identity verification solution designed to strengthen dealership defenses against identity theft and fraud in the U.S. automotive market. RecovR ID Check offers dealerships a modern, affordable solution to safeguard test drives, sales, and financing transactions. Criminals are increasingly using fake and stolen identities to take advantage of automotive dealers--driving off with vehicles during test drives or securing financing fraudulently. Identity crime enables them to disappear without a trace, leaving dealers to absorb the financial loss. And the fraud is often only discovered after the fictitious buyer defaults on their loan payments, which can be up to 90 days after purchase. This solution integrates seamlessly into existing dealership workflows, providing a powerful tool to reduce fraud and protect valuable dealership assets. Unlike competitive solutions, RecovR ID Check has no special equipment costs or monthly fees. Dealers simply purchase a pre-paid package of ID checks based on their needs.Buy Or Sell Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CHF1.27. The fair value is estimated to be CHF1.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to decline by 42% in a year. Earnings are forecast to grow by 77% in the next year.Board Change • Nov 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Sep 13ASSA ABLOY AB (publ) (OM:ASSA B) acquired SKIDATA AG from Kudelski SA (SWX:KUD).ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group. Schoenherr Attorneys at Law acted as legal advisor to ASSA ABLOY AB. ASSA ABLOY AB (publ) (OM:ASSA B)completed acquisitiion of SKIDATA AG from Kudelski SA (SWX:KUD) on September 13, 2024.Reported Earnings • Aug 26First half 2024 earnings releasedFirst half 2024 results: Revenue: US$192.0m (flat on 1H 2023). Net loss: US$34.6m (loss widened 35% from 1H 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom.Board Change • Aug 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Jul 24ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million.ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group.Board Change • May 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 21+ 1 more updateKudelski SA, Annual General Meeting, Apr 17, 2025Kudelski SA, Annual General Meeting, Apr 17, 2025. Location: Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-Sur-Lausanne SwitzerlandBoard Change • Mar 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Nov 29Kudelski SA to Report First Half, 2024 Results on Aug 22, 2024Kudelski SA announced that they will report first half, 2024 results on Aug 22, 2024New Risk • Oct 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF80.1m market cap, or US$88.8m).공시 • Sep 20+ 1 more updateKudelski SA, Annual General Meeting, Apr 19, 2024Kudelski SA, Annual General Meeting, Apr 19, 2024. Location: in Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-sur-Lausanne SwitzerlandReported Earnings • Aug 27First half 2023 earnings releasedFirst half 2023 results: Revenue: US$335.3m (up 2.1% from 1H 2022). Net loss: US$31.1m (loss widened 48% from 1H 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom.Board Change • Jun 30Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CHF2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is forecast to decline by 1.4% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 28First half 2022 earnings releasedFirst half 2022 results: Revenue: US$328.4m (down 2.2% from 1H 2021). Net loss: US$21.0m (loss widened 246% from 1H 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 9.0% growth forecast for the Electronic industry in the United Kingdom.공시 • Aug 04Kudelski SA to Report Fiscal Year 2022 Results on Feb 23, 2023Kudelski SA announced that they will report fiscal year 2022 results on Feb 23, 2023Board Change • May 31Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 19Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.28 (up from US$0.42 loss in FY 2020). Revenue: US$753.9m (up 3.4% from FY 2020). Net income: US$15.7m (up US$38.9m from FY 2020). Profit margin: 2.1% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 7.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Buying Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be US$4.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.6% per annum over the last 3 years. The company has become profitable over the last year.Upcoming Dividend • Apr 12Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 21 April 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.2%). Higher than average of industry peers (0.9%).Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 7.0%, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom.Reported Earnings • Mar 01Full year 2020 earnings released: US$0.42 loss per share (vs US$0.81 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$729.5m (down 10.0% from FY 2019). Net loss: US$23.2m (loss narrowed 48% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.이익 및 매출 성장 예측LSE:0QNQ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284054-114212/31/2027390-1-114212/31/2026371-9-38-24212/31/2025367-42-19-16N/A9/30/2025369-96-56-52N/A6/30/2025371-150-93-88N/A3/31/2025377-150-72-67N/A12/31/2024384-150-51-45N/A6/30/2024406-484147N/A3/31/2024409-444955N/A12/31/2023412-395764N/A9/30/2023588-255259N/A6/30/2023569-254855N/A3/31/2023637-232028N/A12/31/2022706-21-72N/A6/30/202274711934N/A3/31/202275085469N/A12/31/20217541689103N/A6/30/20217490111121N/A3/31/2021739-12116127N/A12/31/2020729-23122133N/A9/30/2020731-3794105N/A6/30/2020732-516678N/A3/31/2020771-484256N/A12/31/2019810-441734N/A9/30/2019839-31N/A35N/A6/30/2019868-17N/A36N/A3/31/2019888-25N/A16N/A12/31/2018908-33N/A-5N/A9/30/2018922-34N/A-26N/A6/30/2018935-36N/A-48N/A3/31/2018964-21N/A-51N/A12/31/2017993-5N/A-54N/A6/30/201799258N/A55N/A3/31/201798871N/A89N/A12/31/201698484N/A124N/A6/30/20161,01456N/A93N/A3/31/20161,00251N/A103N/A12/31/201593844N/A106N/A9/30/201594140N/A92N/A6/30/201596035N/A78N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0QNQ 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 0QNQ (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 0QNQ 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 0QNQ 의 수익(연간 2.6%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0QNQ 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0QNQ는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 12:41종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Kudelski SA는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Reto AmstaldenBaader Helvea Equity ResearchAndrew GardinerBarclaysSimon GoetschmannBerenberg6명의 분석가 더 보기
공시 • Apr 17Kudelski SA Announces Board and Committee AppointmentsKudelski SA announced that at the AGM held on April 14, 2026, approved the Ms. Hélène Béguin, nominated to stand for election, was elected as a member of the Board for a one-year term. Ms. Béguin was previously a partner at KPMG from 2004 to 2025 and served on the board of directors of KPMG Suisse from 2014 to 2024, including most recently as its chairwoman. She holds a Master's degree in Business Administration from HEC Lausanne and is a certified public accountant. She joins the Board of Directors as of April 14, 2026. The shareholders elected Messrs. Michael Hengartner, Pierre Lescure, Alec Ross and Claude Smadja and as members of the Remuneration and Nomination Committee for a period of one-year.
공시 • Mar 24Kudelski SA, Annual General Meeting, Apr 14, 2026Kudelski SA, Annual General Meeting, Apr 14, 2026, at 14:00 W. Europe Standard Time.
공시 • Mar 03Kudelski SA to Report Fiscal Year 2025 Final Results on Mar 24, 2026Kudelski SA announced that they will report fiscal year 2025 final results on Mar 24, 2026
Reported Earnings • Feb 28Full year 2025 earnings releasedFull year 2025 results: Revenue: US$371.0m (down 3.3% from FY 2024). Net loss: US$42.4m (loss narrowed 72% from FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Electronic industry in the United Kingdom.
New Risk • Jan 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$150m Forecast net loss in 2 years: US$7.3m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Currently unprofitable and not forecast to become profitable over next 2 years (US$7.3m net loss in 2 years). Market cap is less than US$100m (CHF67.4m market cap, or US$85.3m).
Board Change • Jan 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Jan 07+ 1 more updateKudelski SA to Report Fiscal Year 2025 Results on Feb 26, 2026Kudelski SA announced that they will report fiscal year 2025 results at 12:00 PM, Central European Standard Time on Feb 26, 2026
New Risk • Sep 05New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$93m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF76.3m market cap, or US$95.6m).
New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (CHF76.6m market cap, or US$95.0m).
Board Change • May 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • May 05Kudelski SA to Report First Half, 2025 Results on Aug 26, 2025Kudelski SA announced that they will report first half, 2025 results on Aug 26, 2025
공시 • Feb 27Kudelski SA to Report Fiscal Year 2024 Final Results on Mar 27, 2025Kudelski SA announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 27, 2025
공시 • Jan 25Kudelski IoT, a division of the Kudelski Group Announces the Launch of RecovR ID CheckKudelski IoT announced the launch of RecovR ID Check, an advanced identity verification solution designed to strengthen dealership defenses against identity theft and fraud in the U.S. automotive market. RecovR ID Check offers dealerships a modern, affordable solution to safeguard test drives, sales, and financing transactions. Criminals are increasingly using fake and stolen identities to take advantage of automotive dealers--driving off with vehicles during test drives or securing financing fraudulently. Identity crime enables them to disappear without a trace, leaving dealers to absorb the financial loss. And the fraud is often only discovered after the fictitious buyer defaults on their loan payments, which can be up to 90 days after purchase. This solution integrates seamlessly into existing dealership workflows, providing a powerful tool to reduce fraud and protect valuable dealership assets. Unlike competitive solutions, RecovR ID Check has no special equipment costs or monthly fees. Dealers simply purchase a pre-paid package of ID checks based on their needs.
Buy Or Sell Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CHF1.27. The fair value is estimated to be CHF1.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to decline by 42% in a year. Earnings are forecast to grow by 77% in the next year.
Board Change • Nov 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Sep 13ASSA ABLOY AB (publ) (OM:ASSA B) acquired SKIDATA AG from Kudelski SA (SWX:KUD).ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group. Schoenherr Attorneys at Law acted as legal advisor to ASSA ABLOY AB. ASSA ABLOY AB (publ) (OM:ASSA B)completed acquisitiion of SKIDATA AG from Kudelski SA (SWX:KUD) on September 13, 2024.
Reported Earnings • Aug 26First half 2024 earnings releasedFirst half 2024 results: Revenue: US$192.0m (flat on 1H 2023). Net loss: US$34.6m (loss widened 35% from 1H 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom.
Board Change • Aug 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Jul 24ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million.ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group.
Board Change • May 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 21+ 1 more updateKudelski SA, Annual General Meeting, Apr 17, 2025Kudelski SA, Annual General Meeting, Apr 17, 2025. Location: Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-Sur-Lausanne Switzerland
Board Change • Mar 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Nov 29Kudelski SA to Report First Half, 2024 Results on Aug 22, 2024Kudelski SA announced that they will report first half, 2024 results on Aug 22, 2024
New Risk • Oct 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF80.1m market cap, or US$88.8m).
공시 • Sep 20+ 1 more updateKudelski SA, Annual General Meeting, Apr 19, 2024Kudelski SA, Annual General Meeting, Apr 19, 2024. Location: in Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-sur-Lausanne Switzerland
Reported Earnings • Aug 27First half 2023 earnings releasedFirst half 2023 results: Revenue: US$335.3m (up 2.1% from 1H 2022). Net loss: US$31.1m (loss widened 48% from 1H 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom.
Board Change • Jun 30Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CHF2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is forecast to decline by 1.4% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 28First half 2022 earnings releasedFirst half 2022 results: Revenue: US$328.4m (down 2.2% from 1H 2021). Net loss: US$21.0m (loss widened 246% from 1H 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 9.0% growth forecast for the Electronic industry in the United Kingdom.
공시 • Aug 04Kudelski SA to Report Fiscal Year 2022 Results on Feb 23, 2023Kudelski SA announced that they will report fiscal year 2022 results on Feb 23, 2023
Board Change • May 31Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 19Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.28 (up from US$0.42 loss in FY 2020). Revenue: US$753.9m (up 3.4% from FY 2020). Net income: US$15.7m (up US$38.9m from FY 2020). Profit margin: 2.1% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 7.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Buying Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be US$4.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.6% per annum over the last 3 years. The company has become profitable over the last year.
Upcoming Dividend • Apr 12Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 21 April 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.2%). Higher than average of industry peers (0.9%).
Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 7.0%, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom.
Reported Earnings • Mar 01Full year 2020 earnings released: US$0.42 loss per share (vs US$0.81 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$729.5m (down 10.0% from FY 2019). Net loss: US$23.2m (loss narrowed 48% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.