View ValuationOdfjell 향후 성장Future 기준 점검 0/6Odfjell 의 수익은 연간 1.2% 감소할 것으로 예상되는 반면, 연간 수익은 2.5% 로 증가할 것으로 예상됩니다. EPS는 연간 0.3% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 12% 로 예상됩니다.핵심 정보-1.2%이익 성장률-0.30%EPS 성장률Shipping 이익 성장2.7%매출 성장률2.5%향후 자기자본이익률11.96%애널리스트 커버리지Low마지막 업데이트24 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesNew Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (14% net profit margin).Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.41 (vs US$0.43 in 1Q 2025)First quarter 2026 results: EPS: US$0.41 (down from US$0.43 in 1Q 2025). Revenue: US$265.9m (down 3.9% from 1Q 2025). Net income: US$32.1m (down 6.7% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 29Chief Executive Officer recently bought kr1.6m worth of stockOn the 25th of March, Harald Fotland bought around 14k shares on-market at roughly kr119 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Harald's only on-market trade for the last 12 months.Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$1.96 (vs US$3.51 in FY 2024)Full year 2025 results: EPS: US$1.96 (down from US$3.51 in FY 2024). Revenue: US$1.12b (down 11% from FY 2024). Net income: US$155.3m (down 44% from FY 2024). Profit margin: 14% (down from 22% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.공시 • Dec 16+ 4 more updatesOdfjell SE to Report Q1, 2026 Results on May 06, 2026Odfjell SE announced that they will report Q1, 2026 results on May 06, 2026Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.54 (vs US$0.90 in 3Q 2024)Third quarter 2025 results: EPS: US$0.54 (down from US$0.90 in 3Q 2024). Revenue: US$287.2m (down 9.4% from 3Q 2024). Net income: US$42.8m (down 40% from 3Q 2024). Profit margin: 15% (down from 23% in 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.Recent Insider Transactions • Sep 14Managing Director of Terminals recently sold kr691k worth of stockOn the 11th of September, Adrian Lenning sold around 6k shares on-market at roughly kr116 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr157k more than they bought in the last 12 months.Declared Dividend • Aug 22First half dividend of kr4.93 announcedShareholders will receive a dividend of kr4.93. Ex-date: 25th August 2025 Payment date: 2nd September 2025 Dividend yield will be 11%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 34% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Aug 21Odfjell SE Approves Dividend for the First Half of 2025, Payable on September 2, 2025Odfjell SE has approved a dividend payment of USD 0.48 per share based on the company's first half 2025 financial result. Ex-dividend date is 25 August 2025. Record date is 26 August 2025. Payment date is 2 September 2025.Reported Earnings • Aug 20Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: US$281.5m (down 15% from 2Q 2024). Net income: US$40.1m (down 55% from 2Q 2024). Profit margin: 14% (down from 27% in 2Q 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Europe.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.2% per year for the foreseeable future. Minor Risks High level of debt (63% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.44 (vs US$0.86 in 1Q 2024)First quarter 2025 results: EPS: US$0.44 (down from US$0.86 in 1Q 2024). Revenue: US$276.7m (down 9.5% from 1Q 2024). Net income: US$34.4m (down 49% from 1Q 2024). Profit margin: 12% (down from 22% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Shipping industry in Europe.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr100.00, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Shipping industry in Europe. Total loss to shareholders of 31% over the past year.Reported Earnings • Apr 09Full year 2024 earnings released: EPS: US$3.51 (vs US$2.57 in FY 2023)Full year 2024 results: EPS: US$3.51 (up from US$2.57 in FY 2023). Revenue: US$1.25b (up 4.6% from FY 2023). Net income: US$277.8m (up 37% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Shipping industry in Europe.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr78.80, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Shipping industry in Europe. Total loss to shareholders of 38% over the past year.New Risk • Mar 12New 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 7.1% 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: Major Risk Earnings are forecast to decline by an average of 10.0% per year for the foreseeable future. Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).Reported Earnings • Feb 07Full year 2024 earnings released: EPS: US$3.51 (vs US$2.57 in FY 2023)Full year 2024 results: EPS: US$3.51 (up from US$2.57 in FY 2023). Revenue: US$1.25b (up 4.6% from FY 2023). Net income: US$277.8m (up 37% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.공시 • Feb 07Odfjell Se Approves Dividend for the Second Half 2024The Board of Odfjell SE has declared a dividend of USD 0.78 per share for second half of 2024 amounting to USD 61.7 million. The shares will trade ex-dividend on February 12, 2025. Total dividend per share related to 2024 results will be USD 1.78 amounting to USD 140.8 million.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr122, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 14% over the past year.공시 • Dec 20+ 5 more updatesOdfjell SE to Report Q1, 2025 Results on May 07, 2025Odfjell SE announced that they will report Q1, 2025 results on May 07, 2025Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.90 (vs US$0.66 in 3Q 2023)Third quarter 2024 results: EPS: US$0.90 (up from US$0.66 in 3Q 2023). Revenue: US$316.9m (up 7.4% from 3Q 2023). Net income: US$71.3m (up 37% from 3Q 2023). Profit margin: 23% (up from 18% in 3Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.New Risk • Oct 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Aug 25First half dividend of kr10.51 announcedShareholders will receive a dividend of kr10.51. Ex-date: 26th August 2024 Payment date: 3rd September 2024 Dividend yield will be 11%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 42% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 4.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: US$330.3m (up 10% from 2Q 2023). Net income: US$88.2m (up 68% from 2Q 2023). Profit margin: 27% (up from 18% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Shipping industry in Europe.공시 • Aug 21Odfjell SE Approves Dividend for the First Half 2024, Payable on 3 September 2024The board of directors of Odfjell SE have approved a dividend payment of USD 1.00 per share based on the company's first half 2024 financial result. Ex-div date is 26 August 2024. Record date is 27 August 2024. Payment date is 3 September 2024.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr184, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 133% over the past year.Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$1.36 (vs US$0.59 in 1Q 2023)First quarter 2024 results: EPS: US$1.36 (up from US$0.59 in 1Q 2023). Revenue: US$305.6m (flat on 1Q 2023). Net income: US$67.8m (up 45% from 1Q 2023). Profit margin: 22% (up from 15% in 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Shipping industry in Europe.공시 • May 08Odfjell Se Appoints Jan Kjærvik Was Elected as Board MemberOdfjell SE at its Annual General Meeting held on May 7, 2024, Jan Kjærvik was elected as new board member.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr168, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 88% over the past year.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$2.57 (vs US$1.79 in FY 2022)Full year 2023 results: EPS: US$2.57 (up from US$1.79 in FY 2022). Revenue: US$1.19b (down 8.8% from FY 2022). Net income: US$203.3m (up 44% from FY 2022). Profit margin: 17% (up from 11% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 11Full year 2023 earnings released: EPS: US$2.58 (vs US$1.79 in FY 2022)Full year 2023 results: EPS: US$2.58 (up from US$1.79 in FY 2022). Revenue: US$1.19b (down 8.8% from FY 2022). Net income: US$203.4m (up 44% from FY 2022). Profit margin: 17% (up from 11% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat.Declared Dividend • Feb 11Final dividend of kr6.67 announcedShareholders will receive a dividend of kr6.67. Ex-date: 13th February 2024 Payment date: 21st February 2024 Dividend yield will be 9.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 3.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 09Odfjell SE Approves Dividend for Second Half 2023, Payable on 21 February 2024Odfjell SE announced that board of directors approved dividend of USD 0.63 per share based on Second Half 2023 net adjusted results. Ex-div date is 13 February 2024, Record date is 14 February 2024 and Payment date: 21 February 2024.공시 • Feb 06Stolt-Nielsen Norway As acquired additional 5.3% stake in Odfjell SE (OB:ODF).Stolt-Nielsen Norway As acquired additional 5.3% stake in Odfjell SE (OB:ODF) on February 5, 2024. Stolt-Nielsen Norway acquired 3,225,000 class A shares in Odfjell SE and thereby crossed the 10% disclosure threshold. Following the acquisition, Stolt-Nielsen Norway AS holds 8,233,612 class A shares and 5,055 class B shares in Odfjell, equalling 13.6% of the class A shares and 0.0% of the class B shares in Odfjell, representing 13.6% of the votes in Odfjell. Stolt-Nielsen Norway As completed the acquisition of additional 5.3% stake in Odfjell SE (OB:ODF) on February 5, 2024.공시 • Dec 08+ 3 more updatesOdfjell SE to Report Q1, 2024 Results on May 07, 2024Odfjell SE announced that they will report Q1, 2024 results on May 07, 2024Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: US$0.66 (vs US$0.64 in 3Q 2022)Third quarter 2023 results: EPS: US$0.66 (up from US$0.64 in 3Q 2022). Revenue: US$295.2m (down 16% from 3Q 2022). Net income: US$51.9m (up 3.4% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to fall by 1.6% p.a. on average during the next 3 years compared to a 5.5% decline forecast for the Shipping industry in Europe.New Risk • Nov 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Oct 12Web Holding Limited made an offer to acquire BW Epic Kosan Ltd. (OB:BWEK)Web Holding Limited made an offer to acquire BW Epic Kosan Ltd. (OB:BWEK) on October 9, 2023.공시 • Aug 18Odfjell SE Approves Dividend for the First Half of 2023, Payable on 29 August 2023The Board of Directors of Odfjell SE approved a dividend payment of USD 0.62 per share based on the Company's first half 2023 adjusted financial result. Ex-div date: 21 August 2023. Record date: 22 August 2023. Payment date: 29 August 2023.New Risk • Aug 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (100% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: US$299.8m (down 14% from 2Q 2022). Net income: US$52.6m (up 75% from 2Q 2022). Profit margin: 18% (up from 8.6% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% decline forecast for the Shipping industry in Europe.Recent Insider Transactions • May 19Chief Executive Officer recently bought kr236k worth of stockOn the 16th of May, Harald Fotland bought around 3k shares on-market at roughly kr94.40 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Harald's only on-market trade for the last 12 months.Reported Earnings • May 05First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: US$302.9m (up 3.6% from 1Q 2022). Net income: US$46.7m (up 321% from 1Q 2022). Profit margin: 15% (up from 3.8% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is expected to fall by 1.9% p.a. on average during the next 3 years compared to a 8.0% decline forecast for the Shipping industry in Europe.공시 • May 05Odfjell SE Announces Board AppointmentsOdfjell SE at its Annual General Meeting held on May 3, 2023, elected Tanja Jo Ebbe Dalgaard and Erik Nyheim as new board members for a period of two years until the Annual General Meeting in 2025.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: US$1.79 (vs US$0.42 loss in FY 2021)Full year 2022 results: EPS: US$1.79 (up from US$0.42 loss in FY 2021). Revenue: US$1.31b (up 26% from FY 2021). Net income: US$141.6m (up US$174.8m from FY 2021). Profit margin: 11% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 11% decline forecast for the Shipping industry in Europe.공시 • Feb 10Odfjell SE Announces Dividend for the Second Half 2022, Payable on 21 February 2023Odfjell SE's board approved dividend of USD 0.61 per share based on adjusted second half 2022 results. Ex-div date: 13 February 2023, Record date: 14 February 2023 and Payment date: 21 February 2023.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$1.79 (vs US$0.42 loss in FY 2021)Full year 2022 results: EPS: US$1.79 (up from US$0.42 loss in FY 2021). Revenue: US$1.31b (up 26% from FY 2021). Net income: US$141.6m (up US$174.8m from FY 2021). Profit margin: 11% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Shipping industry in Europe.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr98.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at kr167 per share.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Nils Dyvik was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Dec 21+ 1 more updateOdfjell SE to Report First Half, 2023 Results on Aug 17, 2023Odfjell SE announced that they will report first half, 2023 results on Aug 17, 2023Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to kr66.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Shipping industry in Europe.공시 • Mar 29Odfjell SE to Report Q4, 2022 Results on Feb 09, 2023Odfjell SE announced that they will report Q4, 2022 results on Feb 09, 2023이익 및 매출 성장 예측LSE:0J77 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,214150267428212/31/20271,155146226324312/31/20261,14115320128633/31/20261,105153243300N/A12/31/20251,115155271311N/A9/30/20251,141168207326N/A6/30/20251,171196295376N/A3/31/20251,220244334375N/A12/31/20241,249278364406N/A9/30/20241,249279333418N/A6/30/20241,227260281368N/A3/31/20241,197224282359N/A12/31/20231,194203242340N/A9/30/20231,216202269325N/A6/30/20231,272200303361N/A3/31/20231,320177269330N/A12/31/20221,310142251289N/A9/30/20221,275107230264N/A6/30/20221,18231163194N/A3/31/20221,087-7134163N/A12/31/20211,038-33118153N/A9/30/2021989-5146130N/A6/30/2021960-221126N/A3/31/202194217-27143N/A12/31/202093928-52155N/A9/30/202092220-67141N/A6/30/202090615-61156N/A3/31/2020894-26-58119N/A12/31/2019872-37N/A99N/A9/30/2019877-74N/A82N/A6/30/2019872-104N/A41N/A3/31/2019858-214N/A43N/A12/31/2018851-211N/A43N/A9/30/2018843-59N/A59N/A6/30/2018841-38N/A71N/A3/31/201884177N/A58N/A12/31/201784391N/A54N/A9/30/201783330N/A40N/A6/30/201783057N/A46N/A3/31/201782678N/A92N/A12/31/2016825100N/A122N/A9/30/201683739N/A144N/A6/30/201687529N/A144N/A3/31/201691420N/A123N/A12/31/2015929-36N/A94N/A9/30/2015959-36N/A71N/A6/30/2015983-52N/A58N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0J77 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.2%).수익 vs 시장: 0J77 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.2%).고성장 수익: 0J77 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 0J77 의 수익(연간 2.5%)이 UK 시장(연간 4.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0J77 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0J77의 자본 수익률은 3년 후 12%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/28 15:24종가2026/06/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Odfjell SE는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lars KalbakkenCarnegie Investment Bank ABAnders-Redigh KarlsenDanske BankJostein AschjemDNB Carnegie5명의 분석가 더 보기
New Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (14% net profit margin).
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.41 (vs US$0.43 in 1Q 2025)First quarter 2026 results: EPS: US$0.41 (down from US$0.43 in 1Q 2025). Revenue: US$265.9m (down 3.9% from 1Q 2025). Net income: US$32.1m (down 6.7% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 29Chief Executive Officer recently bought kr1.6m worth of stockOn the 25th of March, Harald Fotland bought around 14k shares on-market at roughly kr119 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Harald's only on-market trade for the last 12 months.
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$1.96 (vs US$3.51 in FY 2024)Full year 2025 results: EPS: US$1.96 (down from US$3.51 in FY 2024). Revenue: US$1.12b (down 11% from FY 2024). Net income: US$155.3m (down 44% from FY 2024). Profit margin: 14% (down from 22% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
공시 • Dec 16+ 4 more updatesOdfjell SE to Report Q1, 2026 Results on May 06, 2026Odfjell SE announced that they will report Q1, 2026 results on May 06, 2026
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.54 (vs US$0.90 in 3Q 2024)Third quarter 2025 results: EPS: US$0.54 (down from US$0.90 in 3Q 2024). Revenue: US$287.2m (down 9.4% from 3Q 2024). Net income: US$42.8m (down 40% from 3Q 2024). Profit margin: 15% (down from 23% in 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.
Recent Insider Transactions • Sep 14Managing Director of Terminals recently sold kr691k worth of stockOn the 11th of September, Adrian Lenning sold around 6k shares on-market at roughly kr116 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr157k more than they bought in the last 12 months.
Declared Dividend • Aug 22First half dividend of kr4.93 announcedShareholders will receive a dividend of kr4.93. Ex-date: 25th August 2025 Payment date: 2nd September 2025 Dividend yield will be 11%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 34% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Aug 21Odfjell SE Approves Dividend for the First Half of 2025, Payable on September 2, 2025Odfjell SE has approved a dividend payment of USD 0.48 per share based on the company's first half 2025 financial result. Ex-dividend date is 25 August 2025. Record date is 26 August 2025. Payment date is 2 September 2025.
Reported Earnings • Aug 20Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: US$281.5m (down 15% from 2Q 2024). Net income: US$40.1m (down 55% from 2Q 2024). Profit margin: 14% (down from 27% in 2Q 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Europe.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.2% per year for the foreseeable future. Minor Risks High level of debt (63% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.44 (vs US$0.86 in 1Q 2024)First quarter 2025 results: EPS: US$0.44 (down from US$0.86 in 1Q 2024). Revenue: US$276.7m (down 9.5% from 1Q 2024). Net income: US$34.4m (down 49% from 1Q 2024). Profit margin: 12% (down from 22% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Shipping industry in Europe.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr100.00, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Shipping industry in Europe. Total loss to shareholders of 31% over the past year.
Reported Earnings • Apr 09Full year 2024 earnings released: EPS: US$3.51 (vs US$2.57 in FY 2023)Full year 2024 results: EPS: US$3.51 (up from US$2.57 in FY 2023). Revenue: US$1.25b (up 4.6% from FY 2023). Net income: US$277.8m (up 37% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Shipping industry in Europe.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr78.80, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Shipping industry in Europe. Total loss to shareholders of 38% over the past year.
New Risk • Mar 12New 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 7.1% 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: Major Risk Earnings are forecast to decline by an average of 10.0% per year for the foreseeable future. Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).
Reported Earnings • Feb 07Full year 2024 earnings released: EPS: US$3.51 (vs US$2.57 in FY 2023)Full year 2024 results: EPS: US$3.51 (up from US$2.57 in FY 2023). Revenue: US$1.25b (up 4.6% from FY 2023). Net income: US$277.8m (up 37% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.
공시 • Feb 07Odfjell Se Approves Dividend for the Second Half 2024The Board of Odfjell SE has declared a dividend of USD 0.78 per share for second half of 2024 amounting to USD 61.7 million. The shares will trade ex-dividend on February 12, 2025. Total dividend per share related to 2024 results will be USD 1.78 amounting to USD 140.8 million.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr122, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 14% over the past year.
공시 • Dec 20+ 5 more updatesOdfjell SE to Report Q1, 2025 Results on May 07, 2025Odfjell SE announced that they will report Q1, 2025 results on May 07, 2025
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.90 (vs US$0.66 in 3Q 2023)Third quarter 2024 results: EPS: US$0.90 (up from US$0.66 in 3Q 2023). Revenue: US$316.9m (up 7.4% from 3Q 2023). Net income: US$71.3m (up 37% from 3Q 2023). Profit margin: 23% (up from 18% in 3Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.
New Risk • Oct 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Aug 25First half dividend of kr10.51 announcedShareholders will receive a dividend of kr10.51. Ex-date: 26th August 2024 Payment date: 3rd September 2024 Dividend yield will be 11%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 42% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 4.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: US$330.3m (up 10% from 2Q 2023). Net income: US$88.2m (up 68% from 2Q 2023). Profit margin: 27% (up from 18% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Shipping industry in Europe.
공시 • Aug 21Odfjell SE Approves Dividend for the First Half 2024, Payable on 3 September 2024The board of directors of Odfjell SE have approved a dividend payment of USD 1.00 per share based on the company's first half 2024 financial result. Ex-div date is 26 August 2024. Record date is 27 August 2024. Payment date is 3 September 2024.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr184, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 133% over the past year.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$1.36 (vs US$0.59 in 1Q 2023)First quarter 2024 results: EPS: US$1.36 (up from US$0.59 in 1Q 2023). Revenue: US$305.6m (flat on 1Q 2023). Net income: US$67.8m (up 45% from 1Q 2023). Profit margin: 22% (up from 15% in 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Shipping industry in Europe.
공시 • May 08Odfjell Se Appoints Jan Kjærvik Was Elected as Board MemberOdfjell SE at its Annual General Meeting held on May 7, 2024, Jan Kjærvik was elected as new board member.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr168, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 88% over the past year.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$2.57 (vs US$1.79 in FY 2022)Full year 2023 results: EPS: US$2.57 (up from US$1.79 in FY 2022). Revenue: US$1.19b (down 8.8% from FY 2022). Net income: US$203.3m (up 44% from FY 2022). Profit margin: 17% (up from 11% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: US$2.58 (vs US$1.79 in FY 2022)Full year 2023 results: EPS: US$2.58 (up from US$1.79 in FY 2022). Revenue: US$1.19b (down 8.8% from FY 2022). Net income: US$203.4m (up 44% from FY 2022). Profit margin: 17% (up from 11% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat.
Declared Dividend • Feb 11Final dividend of kr6.67 announcedShareholders will receive a dividend of kr6.67. Ex-date: 13th February 2024 Payment date: 21st February 2024 Dividend yield will be 9.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 3.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 09Odfjell SE Approves Dividend for Second Half 2023, Payable on 21 February 2024Odfjell SE announced that board of directors approved dividend of USD 0.63 per share based on Second Half 2023 net adjusted results. Ex-div date is 13 February 2024, Record date is 14 February 2024 and Payment date: 21 February 2024.
공시 • Feb 06Stolt-Nielsen Norway As acquired additional 5.3% stake in Odfjell SE (OB:ODF).Stolt-Nielsen Norway As acquired additional 5.3% stake in Odfjell SE (OB:ODF) on February 5, 2024. Stolt-Nielsen Norway acquired 3,225,000 class A shares in Odfjell SE and thereby crossed the 10% disclosure threshold. Following the acquisition, Stolt-Nielsen Norway AS holds 8,233,612 class A shares and 5,055 class B shares in Odfjell, equalling 13.6% of the class A shares and 0.0% of the class B shares in Odfjell, representing 13.6% of the votes in Odfjell. Stolt-Nielsen Norway As completed the acquisition of additional 5.3% stake in Odfjell SE (OB:ODF) on February 5, 2024.
공시 • Dec 08+ 3 more updatesOdfjell SE to Report Q1, 2024 Results on May 07, 2024Odfjell SE announced that they will report Q1, 2024 results on May 07, 2024
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: US$0.66 (vs US$0.64 in 3Q 2022)Third quarter 2023 results: EPS: US$0.66 (up from US$0.64 in 3Q 2022). Revenue: US$295.2m (down 16% from 3Q 2022). Net income: US$51.9m (up 3.4% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to fall by 1.6% p.a. on average during the next 3 years compared to a 5.5% decline forecast for the Shipping industry in Europe.
New Risk • Nov 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Oct 12Web Holding Limited made an offer to acquire BW Epic Kosan Ltd. (OB:BWEK)Web Holding Limited made an offer to acquire BW Epic Kosan Ltd. (OB:BWEK) on October 9, 2023.
공시 • Aug 18Odfjell SE Approves Dividend for the First Half of 2023, Payable on 29 August 2023The Board of Directors of Odfjell SE approved a dividend payment of USD 0.62 per share based on the Company's first half 2023 adjusted financial result. Ex-div date: 21 August 2023. Record date: 22 August 2023. Payment date: 29 August 2023.
New Risk • Aug 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (100% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: US$299.8m (down 14% from 2Q 2022). Net income: US$52.6m (up 75% from 2Q 2022). Profit margin: 18% (up from 8.6% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% decline forecast for the Shipping industry in Europe.
Recent Insider Transactions • May 19Chief Executive Officer recently bought kr236k worth of stockOn the 16th of May, Harald Fotland bought around 3k shares on-market at roughly kr94.40 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Harald's only on-market trade for the last 12 months.
Reported Earnings • May 05First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: US$302.9m (up 3.6% from 1Q 2022). Net income: US$46.7m (up 321% from 1Q 2022). Profit margin: 15% (up from 3.8% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is expected to fall by 1.9% p.a. on average during the next 3 years compared to a 8.0% decline forecast for the Shipping industry in Europe.
공시 • May 05Odfjell SE Announces Board AppointmentsOdfjell SE at its Annual General Meeting held on May 3, 2023, elected Tanja Jo Ebbe Dalgaard and Erik Nyheim as new board members for a period of two years until the Annual General Meeting in 2025.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: US$1.79 (vs US$0.42 loss in FY 2021)Full year 2022 results: EPS: US$1.79 (up from US$0.42 loss in FY 2021). Revenue: US$1.31b (up 26% from FY 2021). Net income: US$141.6m (up US$174.8m from FY 2021). Profit margin: 11% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 11% decline forecast for the Shipping industry in Europe.
공시 • Feb 10Odfjell SE Announces Dividend for the Second Half 2022, Payable on 21 February 2023Odfjell SE's board approved dividend of USD 0.61 per share based on adjusted second half 2022 results. Ex-div date: 13 February 2023, Record date: 14 February 2023 and Payment date: 21 February 2023.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$1.79 (vs US$0.42 loss in FY 2021)Full year 2022 results: EPS: US$1.79 (up from US$0.42 loss in FY 2021). Revenue: US$1.31b (up 26% from FY 2021). Net income: US$141.6m (up US$174.8m from FY 2021). Profit margin: 11% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Shipping industry in Europe.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr98.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at kr167 per share.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Nils Dyvik was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Dec 21+ 1 more updateOdfjell SE to Report First Half, 2023 Results on Aug 17, 2023Odfjell SE announced that they will report first half, 2023 results on Aug 17, 2023
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to kr66.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Shipping industry in Europe.
공시 • Mar 29Odfjell SE to Report Q4, 2022 Results on Feb 09, 2023Odfjell SE announced that they will report Q4, 2022 results on Feb 09, 2023