View Financial HealthLANXESS 배당 및 자사주 매입배당 기준 점검 0/6LANXESS 은(는) 현재 수익률이 0.59% 인 배당금 지급 회사입니다. 다음 지급일은 27th May, 2026 이며 배당락일은 다음과 같습니다. 22nd May, 2026.핵심 정보0.6%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률1.8%배당 성장률-5.9%다음 배당 지급일27 May 26배당락일22 May 26주당 배당금n/a배당 성향-1%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (3.3%).Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.공시 • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.6%).모든 업데이트 보기Recent updatesUpcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (3.3%).Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.공시 • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.공시 • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.New Risk • Mar 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.4% average weekly change).Buy Or Sell Opportunity • Jan 21Now 24% overvaluedOver the last 90 days, the stock has fallen 18% to €17.42. The fair value is estimated to be €14.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.Buy Or Sell Opportunity • Dec 29Now 22% overvaluedOver the last 90 days, the stock has fallen 17% to €17.57. The fair value is estimated to be €14.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Buy Or Sell Opportunity • Nov 27Now 22% overvaluedOver the last 90 days, the stock has fallen 29% to €17.30. The fair value is estimated to be €14.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.Reported Earnings • Nov 08Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.9% 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 Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).Buy Or Sell Opportunity • Nov 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €19.39. The fair value is estimated to be €24.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.공시 • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.52 loss per share (vs €0.18 loss in 2Q 2024)Second quarter 2025 results: €0.52 loss per share (further deteriorated from €0.18 loss in 2Q 2024). Revenue: €1.47b (down 13% from 2Q 2024). Net loss: €45.0m (loss widened 181% from 2Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 69% per year over the past 5 years.Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.6%).Reported Earnings • May 10First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.공시 • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.공시 • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transaction공시 • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 1LXS Italian 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: 1LXS Italian 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장LANXESS 배당 수익률 vs 시장1LXS의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1LXS)0.6%시장 하위 25% (IT)1.7%시장 상위 25% (IT)4.6%업계 평균 (Chemicals)3.4%분석가 예측 (1LXS) (최대 3년)1.8%주목할만한 배당금: 1LXS 의 배당금( 0.59% )은 Italian 시장에서 배당금 지급자의 하위 25%( 1.67% )와 비교해 주목할 만하지 않습니다.고배당: 1LXS 의 배당금( 0.59% )은 Italian 시장에서 배당금 지급자의 상위 25%( 4.58% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 1LXS Italian 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 1LXS Italian 시장에서 주목할만한 배당금을 지급하지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 09:55종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스LANXESS Aktiengesellschaft는 35명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James KnightBarclaysAnil ShenoyBarclaysAndres Castanos-MollorBerenberg32명의 분석가 더 보기
Upcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (3.3%).
Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.
공시 • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.6%).
Upcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (3.3%).
Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.
공시 • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
공시 • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
New Risk • Mar 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.4% average weekly change).
Buy Or Sell Opportunity • Jan 21Now 24% overvaluedOver the last 90 days, the stock has fallen 18% to €17.42. The fair value is estimated to be €14.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
Buy Or Sell Opportunity • Dec 29Now 22% overvaluedOver the last 90 days, the stock has fallen 17% to €17.57. The fair value is estimated to be €14.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Buy Or Sell Opportunity • Nov 27Now 22% overvaluedOver the last 90 days, the stock has fallen 29% to €17.30. The fair value is estimated to be €14.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.
Reported Earnings • Nov 08Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.9% 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 Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).
Buy Or Sell Opportunity • Nov 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €19.39. The fair value is estimated to be €24.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.
공시 • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026
New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).
Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.52 loss per share (vs €0.18 loss in 2Q 2024)Second quarter 2025 results: €0.52 loss per share (further deteriorated from €0.18 loss in 2Q 2024). Revenue: €1.47b (down 13% from 2Q 2024). Net loss: €45.0m (loss widened 181% from 2Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 69% per year over the past 5 years.
Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.6%).
Reported Earnings • May 10First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
공시 • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.
공시 • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transaction
공시 • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.