View ValuationOrange 향후 성장Future 기준 점검 4/6Orange (는) 각각 연간 34.3% 및 6.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10% 로 예상됩니다.핵심 정보34.3%이익 성장률34.66%EPS 성장률Telecom 이익 성장21.1%매출 성장률6.2%향후 자기자본이익률10.02%애널리스트 커버리지Good마지막 업데이트06 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Apr 24Orange S.A. Proposes Dividend for 2025, Payable on June 15, 2026Orange S.A. announced that in respect of the 2025 fiscal year, a dividend of €0.75 per share will be proposed at the 2026 Annual Shareholders’ Meeting, with a balance of €0.45 to be paid on June 15, 2026 (ex-dividend date June 11, 2026).공지 • Apr 19Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion.Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion on April 17, 2026. The offer covers the acquisition of the majority of assets operated by Altice France-SFR, excluding shareholdings in ACS/Intelcia, XP Fibre, Ultraedge and Altice Technical Services, as well as the Altice France group’s operations in the French overseas departments and regions. Bouygues Telecom, the Free–iliad Group and Orange envisage allocating the targeted activities as follows: The B2B business and customers would be taken over by Bouygues Telecom; The B2C business and customers would be shared between Bouygues Telecom, the Free–iliad Group and Orange; The other assets and resources (in particular infrastructure and spectrum) would be shared between Bouygues Telecom, the Free–iliad Group and Orange, except for SFR’s mobile network in less densely populated areas, which would be taken over by Bouygues Telecom. Altice France has granted an exclusivity period to the Consortium until 15 May 2026 in order to finalize the terms and the transaction documents. The split of price and value between buyers would be around 42% for Bouygues Telecom, 31% for the Free–iliad Group and 27% for Orange. The due diligence phase was initiated in 2026. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then be subject to review by the competent regulatory authorities, in particular with regards to merger control guidelines.공지 • Mar 21Orange Announces Board and Committee ChangesOrange Board of Directors has decided to appoint Frédéric Sanchez, an independent director of Orange since 2020 and Chair of the Strategy and Technology Committee, as Chairman of the Board of Directors of Orange at the close of the Annual Shareholders’ Meeting to be held on May 19, 2026. This decision is based on the recommendations of the Governance, Corporate Social and Environmental Responsibility Committee (CGRSE), as well as of the ad hoc committee set up in anticipation of the end of the term of office of Jacques Aschenbroich, who has reached the statutory age limit for serving as Chairman of Orange. The Board of Directors will also propose to this same Annual Shareholders’ Meeting of May 19, 2026 that the term of office of Jacques Aschenbroich as an independent director be renewed so that he may continue to bring to Orange his in-depth knowledge of the Group, acquired over the past few years, together with his extensive experience. Born in 1960, Frédéric Sanchez is Chairman of the Fives group, which he joined in 1990 and within which he has held various positions before becoming Chief Financial Officer in 1994, then Chief Executive Officer in 1997 and finally Chairman of the Executive Board in 2002. Under his leadership, the Fives group has accelerated its development by strengthening its international presence and diversifying its business portfolio through major acquisitions and the opening of regional offices in Asia, Latin America and the Middle East. Frédéric Sanchez is a graduate of HEC Paris and Sciences Po Paris and holds a postgraduate degree (DEA) in economics from Paris-Dauphine University.공지 • Mar 17Orange Business Unveils Next-Generation Innovation with Launch of Trusted Ai, Cloud and Secure Connectivity OffersOrange Business convened over 1,000 customers at the Orange Business Summit 2026, unveiling a portfolio of trusted technological innovations designed to empower enterprises to adapt, operate autonomously, and most importantly ensure business continuity in an ever-evolving, unpredictable world. Four new solutions will be introduced, based on trusted cloud-based environments and powered by AI. The Orange Business Summit will feature cutting-edge demonstrations across trusted connectivity, cloud, cybersecurity, and AI, empowering customers to confront business-critical challenges directly while future-proofing their strategies. With 14 breakthrough innovations on show, attendees will gain insights from industry leaders on trusted AI, responsible innovation and enhanced customer experience. The event will also spotlight real-world customer success stories shaping the future of technology. The latest announcements underscoring Orange Business’s advanced capabilities include: Debuting Orange Drone Guardian – Europe’s first anti-drone as-a-Service solution. Orange Drone Guardian detects, identifies and classifies intrusive drones in low-altitude airspace across France, with plans to extend coverage to additional European countries. Designed for operators of critical infrastructure, public authorities and major event organizers, it leverages a sovereign infrastructure operated by Orange combined with its advanced detection technologies. Orange Business is extending the capabilities of Live Intelligence, a plug-and-play generative AI platform, to support customers with trusted AI agents. Through Live Intelligence Studio, customers can now take their first step into the agentic era by developing, deploying and managing intelligent AI agents securely in a trusted infrastructure to automate tasks and analyze data with a human touch. Orange Business is integrating trust and AI into enterprise communications. This will enhance operational efficiency, strengthen security against increasingly sophisticated threats and drive deeper, more trusted personal engagement between customers and employees. Key features include branded calling, deepfake detection, AI-augmented customer care and agentic telephony. Live Collaboration is a trusted set of modular sovereign collaboration tools designed to address increasing cloud spend, vendor lock-in and new digital vulnerabilities. It consolidates core professional collaboration tasks, including messaging, calendars, document co-editing, video conferencing and intranet into a single unified platform. Operated end-to-end by Orange and hosted on Cloud Avenue SecNum, Live Collaboration will give enterprises more control over their data, their costs and architectural choices.공지 • Feb 21+ 1 more updateOrange S.A. Provides Dividend Guidance for the Year 2028Orange S.A. provided dividend guidance of Progressive dividend growth. New floor of 0.85 in 2028 (payable in 2029) for the year 2028.공지 • Oct 16Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion.Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion October 14, 2025. Bouygues Telecom, Free-iliad Group and Orange acquiring a range of activities from the Altice group in France. It covers most of SFR's assets, but excludes, in particular, stakes in Intelcia, UltraEdge and XP Fibre and Altice Technical Services, as well as the Altice group's activities in French overseas departments and regions. The split of price and value would be around 43% for Bouygues Telecom, 30% for Free-iliad Group and 27% for Orange. Subject to the seller's acceptance of the non-binding offer, the submission of a confirmatory offer will be conditional upon the completion of due diligence, as well as a financial and operational assessment confirming the assumptions of the indicative offer. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then have to be cleared by the relevant regulatory authorities before it can be completed. As on October 14, 2025 the acquisition bid was rejected by Altice France, however Bouygues Telecom, Free-iliad Group and Orange will maintain their offer and wish to engage in constructive dialogue with the Altice group and its shareholders in order to assess how this project could progress going forward.공지 • Oct 07Orange Reportedly Looks to Sell a Stake in Several Data Centres in FrancePrivate capital firms are seeking to cash in on the US-driven artificial intelligence boom, launching EUR 17 Billion of European data centre sales in a matter of weeks. Telecoms group Orange S.A. (ENXTPA:ORA) is looking to sell a stake in several data centres in France, according to people familiar with the process. While another person said it was too early to put a valuation on the data centres being offloaded by the French group Orange. Orange declined to comment.공지 • Sep 19+ 3 more updatesOrange S.A. to Report Q1, 2026 Results on Apr 23, 2026Orange S.A. announced that they will report Q1, 2026 results on Apr 23, 2026공지 • Jul 10Eye-Net Mobile Ltd. in Collaboration with Orange's Mobile Application, Achieves 99% Detection Rate in French Urban Mobility TrialsForesight Autonomous Holdings Ltd. announced that its wholly-owned subsidiary, Eye-Net Mobile Ltd. has successfully completed the first phase of a landmark mobility trial in Bordeaux, France. The trial involved a mobile app developed by Orange S.A., one of the world's leading telecommunications companies, alongside other urban applications as part of Eye-Net's collaboration with Software Republique. This follows the agreement with Software Republique to enable smart mobility solutions for efficient urban mobility in France, as announced by the Company on November 27, 2024. The Bordeaux trial, conducted in collaboration with Renault Group, Orange S.A., Keolis Bordeaux Metropole Mobilite, Bordeaux INP, Allianz SE and Eviden, aims to address the evolving challenges of urban mobility and represents a significant step forward in the Eye-Net's mission to enhance road safety for all urban road users, including drivers, cyclists, and pedestrians.clists reported increased confidence when navigating busy urban routes, while drivers appreciated the added layer of awareness provided by real-time alerts.공지 • Apr 30Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA).Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA) on April 30, 2025. The transaction is expected to be completed by end of 2025.공지 • Mar 21BT Group Approaches AT&T, Orange over Global Unit Tie-UpBT Group plc (LSE:BT.A) has approached major telecommunications companies about partnerships to help turn around its struggling international business, according to people familiar with the matter. The UK-based operator approached potential partners including AT&T Inc. (NYSE:T) and Orange S.A. (ENXTPA:ORA) to explore tie-ups that could involve selling a stake in its global segment, the people said, asking not to be identified because the discussions are private. Deliberations are preliminary and there’s no guarantee of a transaction, the people said.공지 • Feb 26Orange S.A., Annual General Meeting, May 31, 2025Orange S.A., Annual General Meeting, May 31, 2025. Location: salle pleyel, 252 rue du faubourg saint honore, paris France공지 • Oct 24+ 1 more updateOrange S.A. Announces Interim Dividend for 2024, Payable on 5 December 2024On 5 December 2024, Orange will pay an interim dividend in cash of EUR 0.30 per share for 2024.공지 • Oct 19+ 2 more updatesOrange S.A. to Report Fiscal Year 2024 Results on Feb 13, 2025Orange S.A. announced that they will report fiscal year 2024 results on Feb 13, 2025공지 • Jun 24Orange S.A. (ENXTPA:ORA) commences an Equity Buyback Plan for 265,886,460 shares, representing 10% for €6,384.14 million, under the authorization approved on May 22, 2024.Orange S.A. (ENXTPA:ORA) commences share repurchases on June 21, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 22, 2024. As per the mandate, the company is authorized to repurchase 265,561,359 shares, representing 10% of its issued share capital, for a total of €6,384.14 million. The company will not repurchase more than 10% of its issued share capital at any given point in time. The maximum price which may be paid for an ordinary share shall not exceed €24 per share. The purpose of the buyback is to allocate shares to the employees of the company, its affiliates and its group entities as part of the company’s profit sharing scheme, any stock purchase or stock option plan or program, including any free share awards, for the benefit of the employees and directors and officers or some of them, or any of the group’s employee shareholding plan and/or to provide liquidity to the shares and/or to keep shares for subsequent exchange or for payment as part of potential external growth transactions and/or to reduce the capital of the company. The authority shall be valid for 18 months. As of May 22, 2024, the company had 2,660,056,599 issued shares and 119,200 shares in treasury.공지 • Apr 24Orange S.A. Proposes Dividend Guidance for the Year 2024Orange S.A. proposed dividend guidance for the year 2024. The company Proposed to increase the 2024 dividend payable in 2025 to EUR 0.75 per share, including an interim dividend of EUR 0.30 in December 2024.Reported Earnings • Apr 02Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.27b (up 16% from FY 2022). Profit margin: 5.1% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Declared Dividend • Feb 29Final dividend increased to €0.42Dividend of €0.42 is 5.0% higher than last year. Ex-date: 4th June 2024 Payment date: 6th June 2024 Dividend yield will be 6.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.44b (up 25% from FY 2022). Profit margin: 5.5% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공지 • Feb 16Orange S.A. Announces Dividend for the 2023 Fiscal YearOrange S.A. announced that the Shareholders’ Meeting on 22 May 2024 will decide on the payment of a dividend for the 2023 fiscal year of 0.72 euros per share (payable in 2024).공지 • Feb 13Orange S.A., Annual General Meeting, May 22, 2024Orange S.A., Annual General Meeting, May 22, 2024. Location: Salle Pleyel, 252 Rue du Faubourg Saint-Honoré, 75008 Paris Paris FranceUpcoming Dividend • Nov 27Upcoming dividend of €0.30 per share at 6.3% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 06 December 2023. The company is paying out more than 100% of its profits and is paying out 78% of its cash flow. Trailing yield: 6.3%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (4.2%).공지 • Oct 26Orange, Masmovil Reportedly to Sell Assets to Digi as Remedy for Tie-Up DealOrange S.A. (ENXTPA:ORA) and Spanish peer MásMóvil Ibercom, S.A. have picked Digi Communications N.V. (BVB:DIGI) to buy assets they plan to divest to address EU antitrust concerns over their Spanish tie-up, two people with knowledge of the matter said on October 24, 2023. The deal is seen as an important test case of whether EU antitrust regulators will relax their tough approach towards mergers that shrink the number of mobile players in a country from four to three. Regulators worry that this may reduce competition. Orange and MasMovil, the second and fourth-largest telecoms providers in Spain, announced the deal, which has an enterprise value of EUR 18.6 billion ($19.7 billion), in July 2022. The European Commission in June warned the companies that the deal, which will reduce the number of mobile players in Spain from four to three, may reduce competition and push up prices in Spain. The EU competition enforcer, which halted its investigation into the deal in July while waiting for the companies to provide requested information, and MasMovil declined to comment on October 24, 2023. There are several companies in talks with Orange and MasMovil to acquire any assets to be divested to allay antitrust concerns. The Commission backs Digi, the people, who have direct knowledge, said. Orange said discussions were continuing with the Commission. "It is not up to Orange to validate the potential remedy taker and remedies. This is up to the Commission. We cannot comment on the details or nature of the ongoing discussions," an Orange spokesperson said. Orange and MasMovil plan to divest spectrum, a customers unit and a brand, as well as offer Digi access to infrastructure, the people said. The package has not been finalised yet and some elements could change. Orange has previously said its European masts company TOTEM was not part of the deal with MasMovil. Orange and MasMovil, which compete with Telefonica (TEF.MC) and Vodafone (VOD.L) in Spain, had been talking to a number of potential buyers of the assets including Digi, Avatel and other smaller rivals in recent months.공지 • Oct 25+ 1 more updateOrange S.A. Confirms an Interim Dividend Cash Payment for 2023, Payable on 6 December 2023Orange S.A. has confirmed an interim dividend cash payment for 2023 of EUR 0.30 per share, which will take place on 6 December 2023.공지 • Sep 07+ 2 more updatesOrange S.A. to Report Fiscal Year 2023 Results on Feb 15, 2024Orange S.A. announced that they will report fiscal year 2023 results on Feb 15, 2024New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.7% Last year net profit margin: 9.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (73% net debt to equity). Dividend is not well covered by earnings (116% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.7% net profit margin).공지 • Jul 29Orange S.A. Announces Interim Dividend in Respect of 2023, Payable on December 6, 2023Orange S.A. at its meeting held on July 25, 2023, the Board of Directors resolved to distribute an interim dividend of EUR 0.30 per share in respect of 2023. This interim dividend will be paid in cash on December 6, 2023. The estimated payment amounts to EUR 798 million based on the number of ordinary share outstanding at June 30, 2023.Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.30 (vs €0.42 in 1H 2022)First half 2023 results: EPS: €0.30 (down from €0.42 in 1H 2022). Revenue: €21.5b (up 1.2% from 1H 2022). Net income: €877.0m (down 28% from 1H 2022). Profit margin: 4.1% (down from 5.7% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공지 • Jul 26Orange S.A. to Report Q3, 2023 Results on Oct 24, 2023Orange S.A. announced that they will report Q3, 2023 results on Oct 24, 2023Upcoming Dividend • May 29Upcoming dividend of €0.40 per share at 6.1% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 07 June 2023. Payout ratio and cash payout ratio are on the higher end at 96% and 84% respectively. Trailing yield: 6.1%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (4.1%).공지 • May 24Orange S.A. Appoints Momar Nguer and Gilles Grapinet to Its Board of DirectorsOrange S.A. announced that at its 2023 Combined Shareholders’ Meeting held on 23 May 2023, approved resolution of appointment of two new directors, Momar Nguer and Gilles Grapinet, who will strengthen the skills and expertise of the Board. Momar Nguer will bring his international expertise to the Board, having worked for TotalEnerges in Africa and France for many years. His experience in the governance of large groups will strengthen Orange’s Governance and Corporate Social Responsibility Committee (CGRSE), chaired by Anne-Gabrielle Heilbronner. Gilles Grapinet will strengthen the Board’s financial expertise. Gilles Grapinet, currently CEO of Worldline, is an Inspector of Public Finances. He has acquired expertise in financial governance - internal control, audit, compliance, and quality of financial information - over the course of his career and it was therefore decided to appoint him as Chairman and financial expert of the Group’s Audit Committee. The company also warmly thanked Jean-Michel Severino and Bernard Ramanantsoa for their exceptional contribution to the work of the Board of Directors during their respective terms of office.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: €0.73 (vs €0.003 in FY 2021)Full year 2022 results: EPS: €0.73 (up from €0.003 in FY 2021). Revenue: €43.5b (up 2.2% from FY 2021). Net income: €2.15b (up €2.14b from FY 2021). Profit margin: 4.9% (up from 0% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공지 • Feb 17+ 1 more updateOrange S.A., Annual General Meeting, May 23, 2023Orange S.A., Annual General Meeting, May 23, 2023, at 16:00 Central European Standard Time. Agenda: To consider and approve the payment of a dividend; and to consider other matters.Upcoming Dividend • Nov 28Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 05 December 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (4.5%).공지 • Oct 25+ 1 more updateOrange S.A. to Report Q1, 2023 Results on Apr 27, 2023Orange S.A. announced that they will report Q1, 2023 results on Apr 27, 2023Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up €2.77b from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 3.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.Upcoming Dividend • May 31Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 6.0%. Within top quartile of British dividend payers (4.9%). Higher than average of industry peers (4.1%).Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €0.003 (vs €1.72 in FY 2020)Full year 2021 results: EPS: €0.003 (down from €1.72 in FY 2020). Revenue: €42.5b (flat on FY 2020). Net income: €8.00m (down 100% from FY 2020). Profit margin: 0% (down from 11% in FY 2020). Over the next year, revenue is forecast to grow 1.5%, compared to a 2.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • Feb 18Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €42.5b (flat on FY 2020). Net income: €233.0m (down 95% from FY 2020). Profit margin: 0.5% (down from 11% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.4%, compared to a 3.1% growth forecast for the industry in the United Kingdom.Upcoming Dividend • Dec 06Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 13 December 2021. Payment date: 15 December 2021. Trailing yield: 7.6%. Within top quartile of British dividend payers (4.2%). Higher than average of industry peers (4.2%).Upcoming Dividend • Jun 08Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 17 June 2021. Trailing yield: 6.7%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (4.3%).Is New 90 Day High Low • Mar 16New 90-day high: €10.35The company is up 6.0% from a price of €9.79 on 15 December 2020. Outperformed the British market which is up 5.0% over the last 90 days. Exceeded the Telecom industry, which is up 3.0% over the same period.Reported Earnings • Feb 21Full year 2020 earnings released: EPS €1.72 (vs €1.03 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €42.3b (flat on FY 2019). Net income: €4.57b (up 67% from FY 2019). Profit margin: 11% (up from 6.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.0%, compared to a 6.8% growth forecast for the Telecom industry in the United Kingdom.이익 및 매출 성장 예측BATS-CHIXE:ORAP - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202848,9663,4655,33413,464912/31/202748,1493,1194,89813,025912/31/202643,7032,7021,25112,035912/31/202540,3963273,45810,780N/A6/30/202540,2749113,15110,189N/A3/31/202540,2671,4393,31810,192N/A12/31/202440,2601,9673,48510,195N/A6/30/202440,1651,8333,68411,034N/A3/31/202439,9221,9483,95511,544N/A12/31/202339,6782,0624,22512,054N/A9/30/202341,7281,9023,43711,695N/A6/30/202341,5261,5722,64911,335N/A3/31/202342,4991,7592,55411,285N/A12/31/202239,1271,9012,45811,235N/A9/30/202243,2122,9712,81311,374N/A6/30/202242,9523,9953,16811,512N/A3/31/202242,7372,0022,82811,374N/A12/31/202142,52282,48711,236N/A9/30/202142,4454403,43612,479N/A6/30/202142,3688714,38413,721N/A3/31/202142,3192,7194,26813,209N/A12/31/202042,2704,5674,15112,697N/A9/30/202042,3523,5963,43611,542N/A6/30/202042,4342,6242,72010,387N/A3/31/202042,3362,6802,24410,289N/A12/31/201942,2382,7361,76810,190N/A9/30/201941,9652,324N/A9,829N/A6/30/201941,6921,911N/A9,468N/A3/31/201941,5371,786N/A9,487N/A12/31/201841,3811,661N/A9,506N/A6/30/201841,0331,735N/A9,599N/A3/31/201840,9461,641N/A9,887N/A12/31/201740,8591,547N/A10,174N/A6/30/201740,92777N/A9,646N/A3/31/201740,923236N/A9,198N/A12/31/201640,708273N/A8,750N/A9/30/201640,8381,232N/A9,007N/A6/30/201640,7582,280N/A9,264N/A3/31/201640,4972,149N/A9,396N/A12/31/201540,2361,912N/A9,527N/A6/30/201539,4101,034N/A8,991N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ORAP 의 연간 예상 수익 증가율(34.3%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: ORAP 의 연간 수익(34.3%)이 UK 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ORAP 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: ORAP 의 수익(연간 6.2%)이 UK 시장(연간 4.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ORAP 의 수익(연간 6.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ORAP의 자본 수익률은 3년 후 10%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 09:08종가2026/05/07 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 소스Orange S.A.는 41명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew Charles BealeArete Research Services LLPnull nullArgus Research CompanyAlvaro del Pozo MarotoBanco de Sabadell. S.A.38명의 분석가 더 보기
공지 • Apr 24Orange S.A. Proposes Dividend for 2025, Payable on June 15, 2026Orange S.A. announced that in respect of the 2025 fiscal year, a dividend of €0.75 per share will be proposed at the 2026 Annual Shareholders’ Meeting, with a balance of €0.45 to be paid on June 15, 2026 (ex-dividend date June 11, 2026).
공지 • Apr 19Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion.Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion on April 17, 2026. The offer covers the acquisition of the majority of assets operated by Altice France-SFR, excluding shareholdings in ACS/Intelcia, XP Fibre, Ultraedge and Altice Technical Services, as well as the Altice France group’s operations in the French overseas departments and regions. Bouygues Telecom, the Free–iliad Group and Orange envisage allocating the targeted activities as follows: The B2B business and customers would be taken over by Bouygues Telecom; The B2C business and customers would be shared between Bouygues Telecom, the Free–iliad Group and Orange; The other assets and resources (in particular infrastructure and spectrum) would be shared between Bouygues Telecom, the Free–iliad Group and Orange, except for SFR’s mobile network in less densely populated areas, which would be taken over by Bouygues Telecom. Altice France has granted an exclusivity period to the Consortium until 15 May 2026 in order to finalize the terms and the transaction documents. The split of price and value between buyers would be around 42% for Bouygues Telecom, 31% for the Free–iliad Group and 27% for Orange. The due diligence phase was initiated in 2026. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then be subject to review by the competent regulatory authorities, in particular with regards to merger control guidelines.
공지 • Mar 21Orange Announces Board and Committee ChangesOrange Board of Directors has decided to appoint Frédéric Sanchez, an independent director of Orange since 2020 and Chair of the Strategy and Technology Committee, as Chairman of the Board of Directors of Orange at the close of the Annual Shareholders’ Meeting to be held on May 19, 2026. This decision is based on the recommendations of the Governance, Corporate Social and Environmental Responsibility Committee (CGRSE), as well as of the ad hoc committee set up in anticipation of the end of the term of office of Jacques Aschenbroich, who has reached the statutory age limit for serving as Chairman of Orange. The Board of Directors will also propose to this same Annual Shareholders’ Meeting of May 19, 2026 that the term of office of Jacques Aschenbroich as an independent director be renewed so that he may continue to bring to Orange his in-depth knowledge of the Group, acquired over the past few years, together with his extensive experience. Born in 1960, Frédéric Sanchez is Chairman of the Fives group, which he joined in 1990 and within which he has held various positions before becoming Chief Financial Officer in 1994, then Chief Executive Officer in 1997 and finally Chairman of the Executive Board in 2002. Under his leadership, the Fives group has accelerated its development by strengthening its international presence and diversifying its business portfolio through major acquisitions and the opening of regional offices in Asia, Latin America and the Middle East. Frédéric Sanchez is a graduate of HEC Paris and Sciences Po Paris and holds a postgraduate degree (DEA) in economics from Paris-Dauphine University.
공지 • Mar 17Orange Business Unveils Next-Generation Innovation with Launch of Trusted Ai, Cloud and Secure Connectivity OffersOrange Business convened over 1,000 customers at the Orange Business Summit 2026, unveiling a portfolio of trusted technological innovations designed to empower enterprises to adapt, operate autonomously, and most importantly ensure business continuity in an ever-evolving, unpredictable world. Four new solutions will be introduced, based on trusted cloud-based environments and powered by AI. The Orange Business Summit will feature cutting-edge demonstrations across trusted connectivity, cloud, cybersecurity, and AI, empowering customers to confront business-critical challenges directly while future-proofing their strategies. With 14 breakthrough innovations on show, attendees will gain insights from industry leaders on trusted AI, responsible innovation and enhanced customer experience. The event will also spotlight real-world customer success stories shaping the future of technology. The latest announcements underscoring Orange Business’s advanced capabilities include: Debuting Orange Drone Guardian – Europe’s first anti-drone as-a-Service solution. Orange Drone Guardian detects, identifies and classifies intrusive drones in low-altitude airspace across France, with plans to extend coverage to additional European countries. Designed for operators of critical infrastructure, public authorities and major event organizers, it leverages a sovereign infrastructure operated by Orange combined with its advanced detection technologies. Orange Business is extending the capabilities of Live Intelligence, a plug-and-play generative AI platform, to support customers with trusted AI agents. Through Live Intelligence Studio, customers can now take their first step into the agentic era by developing, deploying and managing intelligent AI agents securely in a trusted infrastructure to automate tasks and analyze data with a human touch. Orange Business is integrating trust and AI into enterprise communications. This will enhance operational efficiency, strengthen security against increasingly sophisticated threats and drive deeper, more trusted personal engagement between customers and employees. Key features include branded calling, deepfake detection, AI-augmented customer care and agentic telephony. Live Collaboration is a trusted set of modular sovereign collaboration tools designed to address increasing cloud spend, vendor lock-in and new digital vulnerabilities. It consolidates core professional collaboration tasks, including messaging, calendars, document co-editing, video conferencing and intranet into a single unified platform. Operated end-to-end by Orange and hosted on Cloud Avenue SecNum, Live Collaboration will give enterprises more control over their data, their costs and architectural choices.
공지 • Feb 21+ 1 more updateOrange S.A. Provides Dividend Guidance for the Year 2028Orange S.A. provided dividend guidance of Progressive dividend growth. New floor of 0.85 in 2028 (payable in 2029) for the year 2028.
공지 • Oct 16Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion.Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion October 14, 2025. Bouygues Telecom, Free-iliad Group and Orange acquiring a range of activities from the Altice group in France. It covers most of SFR's assets, but excludes, in particular, stakes in Intelcia, UltraEdge and XP Fibre and Altice Technical Services, as well as the Altice group's activities in French overseas departments and regions. The split of price and value would be around 43% for Bouygues Telecom, 30% for Free-iliad Group and 27% for Orange. Subject to the seller's acceptance of the non-binding offer, the submission of a confirmatory offer will be conditional upon the completion of due diligence, as well as a financial and operational assessment confirming the assumptions of the indicative offer. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then have to be cleared by the relevant regulatory authorities before it can be completed. As on October 14, 2025 the acquisition bid was rejected by Altice France, however Bouygues Telecom, Free-iliad Group and Orange will maintain their offer and wish to engage in constructive dialogue with the Altice group and its shareholders in order to assess how this project could progress going forward.
공지 • Oct 07Orange Reportedly Looks to Sell a Stake in Several Data Centres in FrancePrivate capital firms are seeking to cash in on the US-driven artificial intelligence boom, launching EUR 17 Billion of European data centre sales in a matter of weeks. Telecoms group Orange S.A. (ENXTPA:ORA) is looking to sell a stake in several data centres in France, according to people familiar with the process. While another person said it was too early to put a valuation on the data centres being offloaded by the French group Orange. Orange declined to comment.
공지 • Sep 19+ 3 more updatesOrange S.A. to Report Q1, 2026 Results on Apr 23, 2026Orange S.A. announced that they will report Q1, 2026 results on Apr 23, 2026
공지 • Jul 10Eye-Net Mobile Ltd. in Collaboration with Orange's Mobile Application, Achieves 99% Detection Rate in French Urban Mobility TrialsForesight Autonomous Holdings Ltd. announced that its wholly-owned subsidiary, Eye-Net Mobile Ltd. has successfully completed the first phase of a landmark mobility trial in Bordeaux, France. The trial involved a mobile app developed by Orange S.A., one of the world's leading telecommunications companies, alongside other urban applications as part of Eye-Net's collaboration with Software Republique. This follows the agreement with Software Republique to enable smart mobility solutions for efficient urban mobility in France, as announced by the Company on November 27, 2024. The Bordeaux trial, conducted in collaboration with Renault Group, Orange S.A., Keolis Bordeaux Metropole Mobilite, Bordeaux INP, Allianz SE and Eviden, aims to address the evolving challenges of urban mobility and represents a significant step forward in the Eye-Net's mission to enhance road safety for all urban road users, including drivers, cyclists, and pedestrians.clists reported increased confidence when navigating busy urban routes, while drivers appreciated the added layer of awareness provided by real-time alerts.
공지 • Apr 30Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA).Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA) on April 30, 2025. The transaction is expected to be completed by end of 2025.
공지 • Mar 21BT Group Approaches AT&T, Orange over Global Unit Tie-UpBT Group plc (LSE:BT.A) has approached major telecommunications companies about partnerships to help turn around its struggling international business, according to people familiar with the matter. The UK-based operator approached potential partners including AT&T Inc. (NYSE:T) and Orange S.A. (ENXTPA:ORA) to explore tie-ups that could involve selling a stake in its global segment, the people said, asking not to be identified because the discussions are private. Deliberations are preliminary and there’s no guarantee of a transaction, the people said.
공지 • Feb 26Orange S.A., Annual General Meeting, May 31, 2025Orange S.A., Annual General Meeting, May 31, 2025. Location: salle pleyel, 252 rue du faubourg saint honore, paris France
공지 • Oct 24+ 1 more updateOrange S.A. Announces Interim Dividend for 2024, Payable on 5 December 2024On 5 December 2024, Orange will pay an interim dividend in cash of EUR 0.30 per share for 2024.
공지 • Oct 19+ 2 more updatesOrange S.A. to Report Fiscal Year 2024 Results on Feb 13, 2025Orange S.A. announced that they will report fiscal year 2024 results on Feb 13, 2025
공지 • Jun 24Orange S.A. (ENXTPA:ORA) commences an Equity Buyback Plan for 265,886,460 shares, representing 10% for €6,384.14 million, under the authorization approved on May 22, 2024.Orange S.A. (ENXTPA:ORA) commences share repurchases on June 21, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 22, 2024. As per the mandate, the company is authorized to repurchase 265,561,359 shares, representing 10% of its issued share capital, for a total of €6,384.14 million. The company will not repurchase more than 10% of its issued share capital at any given point in time. The maximum price which may be paid for an ordinary share shall not exceed €24 per share. The purpose of the buyback is to allocate shares to the employees of the company, its affiliates and its group entities as part of the company’s profit sharing scheme, any stock purchase or stock option plan or program, including any free share awards, for the benefit of the employees and directors and officers or some of them, or any of the group’s employee shareholding plan and/or to provide liquidity to the shares and/or to keep shares for subsequent exchange or for payment as part of potential external growth transactions and/or to reduce the capital of the company. The authority shall be valid for 18 months. As of May 22, 2024, the company had 2,660,056,599 issued shares and 119,200 shares in treasury.
공지 • Apr 24Orange S.A. Proposes Dividend Guidance for the Year 2024Orange S.A. proposed dividend guidance for the year 2024. The company Proposed to increase the 2024 dividend payable in 2025 to EUR 0.75 per share, including an interim dividend of EUR 0.30 in December 2024.
Reported Earnings • Apr 02Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.27b (up 16% from FY 2022). Profit margin: 5.1% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 29Final dividend increased to €0.42Dividend of €0.42 is 5.0% higher than last year. Ex-date: 4th June 2024 Payment date: 6th June 2024 Dividend yield will be 6.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.44b (up 25% from FY 2022). Profit margin: 5.5% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공지 • Feb 16Orange S.A. Announces Dividend for the 2023 Fiscal YearOrange S.A. announced that the Shareholders’ Meeting on 22 May 2024 will decide on the payment of a dividend for the 2023 fiscal year of 0.72 euros per share (payable in 2024).
공지 • Feb 13Orange S.A., Annual General Meeting, May 22, 2024Orange S.A., Annual General Meeting, May 22, 2024. Location: Salle Pleyel, 252 Rue du Faubourg Saint-Honoré, 75008 Paris Paris France
Upcoming Dividend • Nov 27Upcoming dividend of €0.30 per share at 6.3% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 06 December 2023. The company is paying out more than 100% of its profits and is paying out 78% of its cash flow. Trailing yield: 6.3%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (4.2%).
공지 • Oct 26Orange, Masmovil Reportedly to Sell Assets to Digi as Remedy for Tie-Up DealOrange S.A. (ENXTPA:ORA) and Spanish peer MásMóvil Ibercom, S.A. have picked Digi Communications N.V. (BVB:DIGI) to buy assets they plan to divest to address EU antitrust concerns over their Spanish tie-up, two people with knowledge of the matter said on October 24, 2023. The deal is seen as an important test case of whether EU antitrust regulators will relax their tough approach towards mergers that shrink the number of mobile players in a country from four to three. Regulators worry that this may reduce competition. Orange and MasMovil, the second and fourth-largest telecoms providers in Spain, announced the deal, which has an enterprise value of EUR 18.6 billion ($19.7 billion), in July 2022. The European Commission in June warned the companies that the deal, which will reduce the number of mobile players in Spain from four to three, may reduce competition and push up prices in Spain. The EU competition enforcer, which halted its investigation into the deal in July while waiting for the companies to provide requested information, and MasMovil declined to comment on October 24, 2023. There are several companies in talks with Orange and MasMovil to acquire any assets to be divested to allay antitrust concerns. The Commission backs Digi, the people, who have direct knowledge, said. Orange said discussions were continuing with the Commission. "It is not up to Orange to validate the potential remedy taker and remedies. This is up to the Commission. We cannot comment on the details or nature of the ongoing discussions," an Orange spokesperson said. Orange and MasMovil plan to divest spectrum, a customers unit and a brand, as well as offer Digi access to infrastructure, the people said. The package has not been finalised yet and some elements could change. Orange has previously said its European masts company TOTEM was not part of the deal with MasMovil. Orange and MasMovil, which compete with Telefonica (TEF.MC) and Vodafone (VOD.L) in Spain, had been talking to a number of potential buyers of the assets including Digi, Avatel and other smaller rivals in recent months.
공지 • Oct 25+ 1 more updateOrange S.A. Confirms an Interim Dividend Cash Payment for 2023, Payable on 6 December 2023Orange S.A. has confirmed an interim dividend cash payment for 2023 of EUR 0.30 per share, which will take place on 6 December 2023.
공지 • Sep 07+ 2 more updatesOrange S.A. to Report Fiscal Year 2023 Results on Feb 15, 2024Orange S.A. announced that they will report fiscal year 2023 results on Feb 15, 2024
New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.7% Last year net profit margin: 9.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (73% net debt to equity). Dividend is not well covered by earnings (116% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.7% net profit margin).
공지 • Jul 29Orange S.A. Announces Interim Dividend in Respect of 2023, Payable on December 6, 2023Orange S.A. at its meeting held on July 25, 2023, the Board of Directors resolved to distribute an interim dividend of EUR 0.30 per share in respect of 2023. This interim dividend will be paid in cash on December 6, 2023. The estimated payment amounts to EUR 798 million based on the number of ordinary share outstanding at June 30, 2023.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.30 (vs €0.42 in 1H 2022)First half 2023 results: EPS: €0.30 (down from €0.42 in 1H 2022). Revenue: €21.5b (up 1.2% from 1H 2022). Net income: €877.0m (down 28% from 1H 2022). Profit margin: 4.1% (down from 5.7% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공지 • Jul 26Orange S.A. to Report Q3, 2023 Results on Oct 24, 2023Orange S.A. announced that they will report Q3, 2023 results on Oct 24, 2023
Upcoming Dividend • May 29Upcoming dividend of €0.40 per share at 6.1% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 07 June 2023. Payout ratio and cash payout ratio are on the higher end at 96% and 84% respectively. Trailing yield: 6.1%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (4.1%).
공지 • May 24Orange S.A. Appoints Momar Nguer and Gilles Grapinet to Its Board of DirectorsOrange S.A. announced that at its 2023 Combined Shareholders’ Meeting held on 23 May 2023, approved resolution of appointment of two new directors, Momar Nguer and Gilles Grapinet, who will strengthen the skills and expertise of the Board. Momar Nguer will bring his international expertise to the Board, having worked for TotalEnerges in Africa and France for many years. His experience in the governance of large groups will strengthen Orange’s Governance and Corporate Social Responsibility Committee (CGRSE), chaired by Anne-Gabrielle Heilbronner. Gilles Grapinet will strengthen the Board’s financial expertise. Gilles Grapinet, currently CEO of Worldline, is an Inspector of Public Finances. He has acquired expertise in financial governance - internal control, audit, compliance, and quality of financial information - over the course of his career and it was therefore decided to appoint him as Chairman and financial expert of the Group’s Audit Committee. The company also warmly thanked Jean-Michel Severino and Bernard Ramanantsoa for their exceptional contribution to the work of the Board of Directors during their respective terms of office.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: €0.73 (vs €0.003 in FY 2021)Full year 2022 results: EPS: €0.73 (up from €0.003 in FY 2021). Revenue: €43.5b (up 2.2% from FY 2021). Net income: €2.15b (up €2.14b from FY 2021). Profit margin: 4.9% (up from 0% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공지 • Feb 17+ 1 more updateOrange S.A., Annual General Meeting, May 23, 2023Orange S.A., Annual General Meeting, May 23, 2023, at 16:00 Central European Standard Time. Agenda: To consider and approve the payment of a dividend; and to consider other matters.
Upcoming Dividend • Nov 28Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 05 December 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (4.5%).
공지 • Oct 25+ 1 more updateOrange S.A. to Report Q1, 2023 Results on Apr 27, 2023Orange S.A. announced that they will report Q1, 2023 results on Apr 27, 2023
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up €2.77b from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 3.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.
Upcoming Dividend • May 31Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 6.0%. Within top quartile of British dividend payers (4.9%). Higher than average of industry peers (4.1%).
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €0.003 (vs €1.72 in FY 2020)Full year 2021 results: EPS: €0.003 (down from €1.72 in FY 2020). Revenue: €42.5b (flat on FY 2020). Net income: €8.00m (down 100% from FY 2020). Profit margin: 0% (down from 11% in FY 2020). Over the next year, revenue is forecast to grow 1.5%, compared to a 2.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Feb 18Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €42.5b (flat on FY 2020). Net income: €233.0m (down 95% from FY 2020). Profit margin: 0.5% (down from 11% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.4%, compared to a 3.1% growth forecast for the industry in the United Kingdom.
Upcoming Dividend • Dec 06Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 13 December 2021. Payment date: 15 December 2021. Trailing yield: 7.6%. Within top quartile of British dividend payers (4.2%). Higher than average of industry peers (4.2%).
Upcoming Dividend • Jun 08Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 17 June 2021. Trailing yield: 6.7%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (4.3%).
Is New 90 Day High Low • Mar 16New 90-day high: €10.35The company is up 6.0% from a price of €9.79 on 15 December 2020. Outperformed the British market which is up 5.0% over the last 90 days. Exceeded the Telecom industry, which is up 3.0% over the same period.
Reported Earnings • Feb 21Full year 2020 earnings released: EPS €1.72 (vs €1.03 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €42.3b (flat on FY 2019). Net income: €4.57b (up 67% from FY 2019). Profit margin: 11% (up from 6.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.0%, compared to a 6.8% growth forecast for the Telecom industry in the United Kingdom.