View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDiversey Holdings 과거 순이익 실적과거 기준 점검 0/6Diversey Holdings은 연평균 0.8%의 비율로 수입이 증가해 온 반면, Chemicals 산업은 연평균 4%의 비율로 감소했습니다. 매출은 연평균 5.8%의 비율로 증가했습니다.핵심 정보0.83%순이익 성장률44.40%주당순이익(EPS) 성장률Chemicals 산업 성장률12.93%매출 성장률5.84%자기자본이익률-29.23%순이익률-6.56%최근 순이익 업데이트31 Mar 2023최근 과거 실적 업데이트Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.공시 • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.공시 • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022모든 업데이트 보기Recent updates공시 • Jul 06+ 1 more updateDiversey Holdings, Ltd. Announces Executive ChangesPursuant to the Merger Agreement, at the Effective Time, Emily Ashworth, Selim Bassoul, Robert Farkas, Juan Figuereo, Eric Foss, Kenneth Hanau, Rodney Hochman, M.D., Susan Levine, Michel Plantevin, Philip Wieland and Katherine Zanotti each resigned from the Diversey Holdings, Ltd.’s Board of Directors and from any and all committees of the Board on which they served, and the sole director of Merger Sub immediately prior to the Effective Time became the sole director of the Company. In addition, pursuant to the Merger Agreement, at the Effective Time, Philip Wieland, Somer Gundogdu, Todd Herndon, Sinéad Kwant, Gaetano Redaelli, Rudolf Verheul and each of the other incumbent officers of the Company immediately prior to the Effective Time each resigned from their respective positions as officers of the Company, and the sole officer of Merger Sub immediately prior to the Effective Time became the sole officer of the Company.Breakeven Date Change • May 09Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 74% to 2023. The company is expected to make a profit of US$61.4m in 2024. Average annual earnings growth of 110% is required to achieve expected profit on schedule.Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.Major Estimate Revision • Apr 06Consensus EPS estimates increase from loss to US$0.062 profitThe consensus outlook for fiscal year 2023 has been updated. 2023 forecast for profit of -US$0.04 instead of a loss of US$0.062 per share previously. Revenue forecast unchanged at US$2.91b. Chemicals industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$8.41. Share price was steady at US$8.11 over the past week.Breakeven Date Change • Mar 20Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 92% to 2023. The company is expected to make a profit of US$63.0m in 2024. Average annual earnings growth of 118% is required to achieve expected profit on schedule.Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.Price Target Changed • Mar 09Price target increased by 15% to US$7.95Up from US$6.90, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$8.14. Stock is up 5.4% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.분석 기사 • Feb 09Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 42% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by projecting...분석 기사 • Jan 22Diversey Holdings' (NASDAQ:DSEY) Returns On Capital Tell Us There Is Reason To Feel UneasyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...Price Target Changed • Nov 16Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 62% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Nov 07Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$0.60 last year.Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.공시 • Nov 04Diversey Holdings, Ltd. Provides Earnings Guidance for the Year 2022Diversey Holdings, Ltd. provided earnings guidance for the year 2022. Updating 2022 full year revenue outlook to mid-single digit percent growth over 2021.공시 • Nov 03Diversey Holdings, Ltd. Announces Executive ChangesOn October 31, 2022, Jonathon Penn informed the board of directors of Diversey Holdings, Ltd. (the Company) of his intention to resign his position on the Board, effective November 1, 2022. The company expresses gratitude to Mr. Penn for his contributions to the Board and the Company. Mr. Penn's departure is not related to any disagreement with the Company or the Board regarding any matter related to the Company's operations, policies or practices. On November 1, 2022, the Board appointed Emily Ashworth to fill the vacancy on the Board resulting from the resignation of Mr. Penn, due to her broad experience as a Chief Information Officer and Chief Technology Officer, her experience in the private equity industry, as well as her perspective as a representative of shareholder, with such appointment effective on November 1, 2022. Ms. Ashworth is not expected to receive compensation for service as a member of the Board. The Board does not currently plan to appoint Ms. Ashworth to any committees of the Board. Ms. Ashworth was nominated by Bain Capital to serve as a member of the Board pursuant to the Investor Rights Agreement dated March 29, 2021 among the Company, Bain Capital and the other shareholders identified therein. Ms. Ashworth has a B.Sc. in Industrial Engineering and a B.Sc. in Liberal Studies from the University of Central Florida, and a M.Sc. in Industrial Engineering from the University of Tennessee.분석 기사 • Oct 26Estimating The Intrinsic Value Of Diversey Holdings, Ltd. (NASDAQ:DSEY)Does the October share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...공시 • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022Major Estimate Revision • Oct 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.14 to -US$0.19 per share. Revenue forecast unchanged at US$2.81b. Chemicals industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$9.66 to US$8.82. Share price fell 9.8% to US$4.32 over the past week.Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be US$5.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 5.6% in a year. Earnings is forecast to grow by 97% in the next year.Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be US$6.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 6.7% in a year. Earnings is forecast to grow by 97% in the next year.Seeking Alpha • Sep 19Diversey team up with Typsy to provide on-demand trainingDiversey Europe Operations (NASDAQ:DSEY) enters partnership with Typsy, an online learning experience platform with a curated library of short video lessons, created by industry experts globally. The move will expand Diversey's offerings for the hospitality industry to an on-demand training model, which will form part of the full suite of training solutions offered by Typsy to the hospitality industry. Through this alliance, Diversey becomes the exclusive supplier of cleaning and hygiene training for the Hospitality industry within the Typsy platform.분석 기사 • Sep 13Diversey Holdings (NASDAQ:DSEY) Is Finding It Tricky To Allocate Its CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...Price Target Changed • Sep 06Price target decreased to US$9.45Down from US$10.45, the current price target is an average from 10 analysts. New target price is 64% above last closing price of US$5.78. Stock is down 66% over the past year. The company is forecast to post a net loss per share of US$0.14 next year compared to a net loss per share of US$0.60 last year.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.공시 • Aug 05Diversey Holdings, Ltd. Provides Revenue Guidance for the Third Quarter and Full Year of 2022Diversey Holdings, Ltd. provided revenue guidance for the third quarter and full year of 2022. For the quarter, company estimates for revenue to be in a range of $680 million to $720 million.For the year, the company expects high single-digit percentage revenue growth.Seeking Alpha • Aug 04Diversey Holdings reports Q2 earnings; reaffirms FY22 adjusted EBITDA and issues Q3 outlookDiversey Holdings press release (NASDAQ:DSEY): Q2 Non-GAAP EPS of $0.09 in-line. Revenue of $715.3M (+10.0% Y/Y) beats by $5.21M. Adjusted EBITDA for the second quarter 2022 was $88.4M, representing a decline of 12.7% versus the period in 2021 and 0.5% versus the period in 2019. Reaffirms 2022 full year revenue growth of high single digits; Lowers Adjusted EBITDA outlook to a range of $350 to $390 million to reflect current exchange rate environment. Given the unique environment, Diversey is providing a third quarter estimate for revenue to be in a range of $680 to $720 million vs. consensus of $2.85B and adjusted EBITDA to be in a range of $85 to $95 million.공시 • Jul 18Diversey Holdings Announces New Study from Diversey Shows That Certain Reusable Respirators Are Highly Compatible with Proven Disinfectants Even in Conditions of Extreme ExposureDiversey Holdings, Ltd. announced a result of the COVID pandemic, there has been a scarcity of single-use face masks/respirators for healthcare workers in manyfacilities. Healthcare facilities are increasingly providing Powered Air-Purifying Respirators (PAPRs) for staff use, but there has been limited information on the impact of routine cleaning and disinfection in addition to potential damage to PAPR components. This study, conducted by Diversey's Global Infection Prevention Application Experts and published in the Journal of Occupational and Environmental Hygiene investigated the risk of damage to PAPR components from routine disinfection and found that commonly used PAPRs are highly compatible with certain disinfectants even in conditions of extreme exposure, demonstrating a low risk of damage to PAPR components from routine disinfection for the tested disinfectants even after a high number of disinfection events. The study built on Diversey's prior research into the impact of routine cleaning and disinfection on personal protective equipment (PPE) used in healthcare.공시 • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022분석 기사 • Jun 28Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Diversey Holdings...공시 • Jun 26Diversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value IndexDiversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value IndexBuying Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be US$10.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 32%.Seeking Alpha • Jun 13Diversey Holdings: Compelling Valuation With Some RisksQ1 was impacted by higher raw material and logistics costs; we are confident in the management's ability to offset this pressure. Upside thanks to macro themes and long-term catalysts. Compelling valuation compared to Ecolab.분석 기사 • Jun 06The Returns At Diversey Holdings (NASDAQ:DSEY) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Breakeven Date Change • May 21Forecast breakeven date moved forward to 2022The 10 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$11.9m in 2022. Earnings growth of 88% is required to achieve expected profit on schedule.Recent Insider Transactions • May 18Independent Non-Executive Chairman recently bought US$1.1m worth of stockOn the 13th of May, Eric Foss bought around 121k shares on-market at roughly US$8.67 per share. This was the largest purchase by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.Price Target Changed • May 13Price target decreased to US$11.18Down from US$12.09, the current price target is an average from 10 analysts. New target price is 25% above last closing price of US$8.94. Stock is down 47% over the past year. The company is forecast to post earnings per share of US$0.037 next year compared to a net loss per share of US$0.60 last year.공시 • May 12Diversey Holdings, Ltd. Reaffirms Revenue Guidance for the Full Year 2022Diversey Holdings, Ltd. reaffirmed revenue guidance for the full year 2022. For the year, the company expects high single digit percentage revenue growth.Breakeven Date Change • May 11Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 93% to 2022. The company is expected to make a profit of US$110.2m in 2023. Average annual earnings growth of 105% is required to achieve expected profit on schedule.Reported Earnings • May 10First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.12 loss per share (up from US$0.39 loss in 1Q 2021). Revenue: US$660.0m (up 4.5% from 1Q 2021). Net loss: US$39.1m (loss narrowed 59% from 1Q 2021). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 311%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.Board Change • Apr 27High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Seeking Alpha • Apr 27Diversey Holdings Aims For Normalization Amid Inflation PressuresDiversey Holdings went public in March 2021, raising around $692 million in gross proceeds in an IPO. The firm provides cleaning and infection prevention solutions globally. DSEY has been hampered by the pandemic and now significant inflation and supply chain pressures. I'm on Hold until we see growth return and inflationary pressures abate.Seeking Alpha • Apr 21Diversey Holdings: Still Void Of Signs Of LifeHigh inflation rates are going to continue to hurt Diversey. Demand will soften with continuous price increases. Staying out for now.공시 • Apr 20Diversey Holdings, Ltd. to Report Q1, 2022 Results on May 10, 2022Diversey Holdings, Ltd. announced that they will report Q1, 2022 results Pre-Market on May 10, 2022Breakeven Date Change • Mar 15Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 89% to 2022. The company is expected to make a profit of US$132.7m in 2023. Average annual earnings growth of 141% is required to achieve expected profit on schedule.Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: US$0.60 loss per share (down from US$0.20 loss in FY 2020). Revenue: US$2.62b (flat on FY 2020). Net loss: US$174.8m (loss widened 354% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 62%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.공시 • Mar 03Diversey Holdings, Ltd. Appoints Katherine S. Zanotti to Board of DirectorsDiversey Holdings, Ltd. has appointed Katherine S. Zanotti to the company’s board of directors, effective March 1, 2022. This appointment will bring the total number of directors to eleven. Katherine S. Zanotti served as Chief Executive Officer of Arbonne International, a skin care, cosmetic and nutrition company, from 2009 until 2018. Prior to Arbonne, Ms. Zanotti served as Senior Vice President of Marketing at McDonald's Corporation, and earlier in her career Ms. Zanotti held a variety of roles at Procter & Gamble, ultimately as Vice President and General Manager of its North American pharmaceutical business. Ms. Zanotti currently serves on the boards of Cutera Inc. and Exact Sciences Corp. as well as the Board of Trustees of Xavier University.공시 • Feb 18Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022, at 10:00 US Eastern Standard Time. Location: 1300 Altura Road, Suite 125, Fort Mill, South Carolina 29708 Fort Mill United States Agenda: Annual General Meeting.공시 • Feb 08Diversey Holdings, Ltd. to Report Q4, 2021 Results on Mar 09, 2022Diversey Holdings, Ltd. announced that they will report Q4, 2021 results Pre-Market on Mar 09, 2022분석 기사 • Jan 27Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Does the January share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...공시 • Jan 25Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited.Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited on January 24, 2022. Diversey pleased to welcome Shorrock’s 240 experienced colleagues to Diversey. Acquisition expands portfolio of products and services, including innovative sustainability solutions, Enhances Diversey’s sales and service capabilities through Shorrock’s experienced employees and distribution infrastructure, allowing for improved customer service, Extends strategy to acquire great businesses that enhance strategic capabilities and strengthen key geographies at accretive purchase multiples. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Shorrock Trichem Limited on January 24, 2022.Buying Opportunity • Jan 22Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be US$14.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 60% per annum over the last 3 years.공시 • Dec 07Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green familyDiversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green family on December 6, 2021. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Birko Corporation from Kelly Green family on December 6, 2021.공시 • Dec 01Diversey's New IntelliCIP Platform Uncovers Deep Data Insights to Optimise CIP PerformanceDiversey launched its IntelliCIP (Clean-in-Place) cloud-based data analytics platform globally. IntelliCIP securely collates and processes Food and Beverage (F&B) production CIP data for rapid insight into hygiene compliance and operational performance. By analysing and monitoring selected data points, a production facility can easily access a quick view of CIP processes for any date range, specific unit, CIP circuit, or recipe, to truly understand if the process is in control - then act on results if compliance with defined (validated) parameters has not been met. IntelliCIP helps ensure food safety, quality, and traceability by unlocking information typically buried within the automation system, or manual tracking results. Before IntelliCIP, identifying the use of excess resources, or a contamination risk from unmet hygiene parameters, has been largely unexplored. Measuring the True Effectiveness of Each CIP Run: IntelliCIP's easy-to-use interface can show where a CIP may be resulting in lost resources. Data is automatically collected and analysed to provide proof of compliance with the cleaning protocols, alongside progressively revealed indicators and opportunities identifying where the process can be optimised. Cleaning run reports enable swift corrective action to ensure food safety, and improve operational efficiency and sustainability, with expectation of driving recipe repeatability. Statistical analysis reveals cleaning run variance over time, allowing focused data-driven improvements, while providing more confidence that there's no negative effect on the cleaning result. IntelliCIP's continuous process monitoring gives facilities the control to ensure hygienic target compliance, an overview of chemical and utilities - to track water, energy, and chemical consumption - and the ability to manage their KPIs for food safety, efficiency, and quality improvements.Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.14 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: US$664.9m (flat on 3Q 2020). Net loss: US$42.1m (flat on 3Q 2020).분석 기사 • Sep 03Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 26% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by...공시 • Aug 06Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family.Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family on August 5, 2021.Breakeven Date Change • Jun 17Forecast breakeven pushed back to 2022The 9 analysts covering Diversey Holdings previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of US$191.7m in 2022. Average annual earnings growth of 93% is required to achieve expected profit on schedule.매출 및 비용 세부 내역Diversey Holdings가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:DSEY 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 232,802-184792031 Dec 222,766-169783030 Sep 222,737-145785030 Jun 222,713-151786031 Mar 222,647-118782031 Dec 212,619-175831030 Sep 212,614-211901030 Jun 212,630-156900031 Mar 212,606-138876031 Dec 202,629-38830031 Dec 192,624-109857031 Dec 182,688-239881031 Dec 172,552-1539320양질의 수익: DSEY 은(는) 현재 수익성이 없습니다.이익 마진 증가: DSEY는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: DSEY는 수익성이 없지만 지난 5년 동안 연평균 0.8%의 속도로 손실을 줄였습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 DSEY의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: DSEY은 수익성이 없어 지난 해 수익 성장률을 Chemicals 업계(-1.4%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: DSEY는 현재 수익성이 없으므로 자본 수익률이 음수(-29.23%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/07/06 03:51종가2023/07/05 00:00수익2023/03/31연간 수익2022/12/31데이터 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 소스Diversey Holdings, Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew WittmannBairdManav PatnaikBarclaysJohn McNultyBMO Capital Markets Equity Research8명의 분석가 더 보기
Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.
Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.
Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.
공시 • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.
공시 • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022
공시 • Jul 06+ 1 more updateDiversey Holdings, Ltd. Announces Executive ChangesPursuant to the Merger Agreement, at the Effective Time, Emily Ashworth, Selim Bassoul, Robert Farkas, Juan Figuereo, Eric Foss, Kenneth Hanau, Rodney Hochman, M.D., Susan Levine, Michel Plantevin, Philip Wieland and Katherine Zanotti each resigned from the Diversey Holdings, Ltd.’s Board of Directors and from any and all committees of the Board on which they served, and the sole director of Merger Sub immediately prior to the Effective Time became the sole director of the Company. In addition, pursuant to the Merger Agreement, at the Effective Time, Philip Wieland, Somer Gundogdu, Todd Herndon, Sinéad Kwant, Gaetano Redaelli, Rudolf Verheul and each of the other incumbent officers of the Company immediately prior to the Effective Time each resigned from their respective positions as officers of the Company, and the sole officer of Merger Sub immediately prior to the Effective Time became the sole officer of the Company.
Breakeven Date Change • May 09Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 74% to 2023. The company is expected to make a profit of US$61.4m in 2024. Average annual earnings growth of 110% is required to achieve expected profit on schedule.
Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.
Major Estimate Revision • Apr 06Consensus EPS estimates increase from loss to US$0.062 profitThe consensus outlook for fiscal year 2023 has been updated. 2023 forecast for profit of -US$0.04 instead of a loss of US$0.062 per share previously. Revenue forecast unchanged at US$2.91b. Chemicals industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$8.41. Share price was steady at US$8.11 over the past week.
Breakeven Date Change • Mar 20Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 92% to 2023. The company is expected to make a profit of US$63.0m in 2024. Average annual earnings growth of 118% is required to achieve expected profit on schedule.
Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.
Price Target Changed • Mar 09Price target increased by 15% to US$7.95Up from US$6.90, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$8.14. Stock is up 5.4% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.
분석 기사 • Feb 09Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 42% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by projecting...
분석 기사 • Jan 22Diversey Holdings' (NASDAQ:DSEY) Returns On Capital Tell Us There Is Reason To Feel UneasyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
Price Target Changed • Nov 16Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 62% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Nov 07Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$0.60 last year.
Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.
공시 • Nov 04Diversey Holdings, Ltd. Provides Earnings Guidance for the Year 2022Diversey Holdings, Ltd. provided earnings guidance for the year 2022. Updating 2022 full year revenue outlook to mid-single digit percent growth over 2021.
공시 • Nov 03Diversey Holdings, Ltd. Announces Executive ChangesOn October 31, 2022, Jonathon Penn informed the board of directors of Diversey Holdings, Ltd. (the Company) of his intention to resign his position on the Board, effective November 1, 2022. The company expresses gratitude to Mr. Penn for his contributions to the Board and the Company. Mr. Penn's departure is not related to any disagreement with the Company or the Board regarding any matter related to the Company's operations, policies or practices. On November 1, 2022, the Board appointed Emily Ashworth to fill the vacancy on the Board resulting from the resignation of Mr. Penn, due to her broad experience as a Chief Information Officer and Chief Technology Officer, her experience in the private equity industry, as well as her perspective as a representative of shareholder, with such appointment effective on November 1, 2022. Ms. Ashworth is not expected to receive compensation for service as a member of the Board. The Board does not currently plan to appoint Ms. Ashworth to any committees of the Board. Ms. Ashworth was nominated by Bain Capital to serve as a member of the Board pursuant to the Investor Rights Agreement dated March 29, 2021 among the Company, Bain Capital and the other shareholders identified therein. Ms. Ashworth has a B.Sc. in Industrial Engineering and a B.Sc. in Liberal Studies from the University of Central Florida, and a M.Sc. in Industrial Engineering from the University of Tennessee.
분석 기사 • Oct 26Estimating The Intrinsic Value Of Diversey Holdings, Ltd. (NASDAQ:DSEY)Does the October share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...
공시 • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022
Major Estimate Revision • Oct 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.14 to -US$0.19 per share. Revenue forecast unchanged at US$2.81b. Chemicals industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$9.66 to US$8.82. Share price fell 9.8% to US$4.32 over the past week.
Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be US$5.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 5.6% in a year. Earnings is forecast to grow by 97% in the next year.
Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be US$6.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 6.7% in a year. Earnings is forecast to grow by 97% in the next year.
Seeking Alpha • Sep 19Diversey team up with Typsy to provide on-demand trainingDiversey Europe Operations (NASDAQ:DSEY) enters partnership with Typsy, an online learning experience platform with a curated library of short video lessons, created by industry experts globally. The move will expand Diversey's offerings for the hospitality industry to an on-demand training model, which will form part of the full suite of training solutions offered by Typsy to the hospitality industry. Through this alliance, Diversey becomes the exclusive supplier of cleaning and hygiene training for the Hospitality industry within the Typsy platform.
분석 기사 • Sep 13Diversey Holdings (NASDAQ:DSEY) Is Finding It Tricky To Allocate Its CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
Price Target Changed • Sep 06Price target decreased to US$9.45Down from US$10.45, the current price target is an average from 10 analysts. New target price is 64% above last closing price of US$5.78. Stock is down 66% over the past year. The company is forecast to post a net loss per share of US$0.14 next year compared to a net loss per share of US$0.60 last year.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.
공시 • Aug 05Diversey Holdings, Ltd. Provides Revenue Guidance for the Third Quarter and Full Year of 2022Diversey Holdings, Ltd. provided revenue guidance for the third quarter and full year of 2022. For the quarter, company estimates for revenue to be in a range of $680 million to $720 million.For the year, the company expects high single-digit percentage revenue growth.
Seeking Alpha • Aug 04Diversey Holdings reports Q2 earnings; reaffirms FY22 adjusted EBITDA and issues Q3 outlookDiversey Holdings press release (NASDAQ:DSEY): Q2 Non-GAAP EPS of $0.09 in-line. Revenue of $715.3M (+10.0% Y/Y) beats by $5.21M. Adjusted EBITDA for the second quarter 2022 was $88.4M, representing a decline of 12.7% versus the period in 2021 and 0.5% versus the period in 2019. Reaffirms 2022 full year revenue growth of high single digits; Lowers Adjusted EBITDA outlook to a range of $350 to $390 million to reflect current exchange rate environment. Given the unique environment, Diversey is providing a third quarter estimate for revenue to be in a range of $680 to $720 million vs. consensus of $2.85B and adjusted EBITDA to be in a range of $85 to $95 million.
공시 • Jul 18Diversey Holdings Announces New Study from Diversey Shows That Certain Reusable Respirators Are Highly Compatible with Proven Disinfectants Even in Conditions of Extreme ExposureDiversey Holdings, Ltd. announced a result of the COVID pandemic, there has been a scarcity of single-use face masks/respirators for healthcare workers in manyfacilities. Healthcare facilities are increasingly providing Powered Air-Purifying Respirators (PAPRs) for staff use, but there has been limited information on the impact of routine cleaning and disinfection in addition to potential damage to PAPR components. This study, conducted by Diversey's Global Infection Prevention Application Experts and published in the Journal of Occupational and Environmental Hygiene investigated the risk of damage to PAPR components from routine disinfection and found that commonly used PAPRs are highly compatible with certain disinfectants even in conditions of extreme exposure, demonstrating a low risk of damage to PAPR components from routine disinfection for the tested disinfectants even after a high number of disinfection events. The study built on Diversey's prior research into the impact of routine cleaning and disinfection on personal protective equipment (PPE) used in healthcare.
공시 • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022
분석 기사 • Jun 28Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Diversey Holdings...
공시 • Jun 26Diversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value IndexDiversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value Index
Buying Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be US$10.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 32%.
Seeking Alpha • Jun 13Diversey Holdings: Compelling Valuation With Some RisksQ1 was impacted by higher raw material and logistics costs; we are confident in the management's ability to offset this pressure. Upside thanks to macro themes and long-term catalysts. Compelling valuation compared to Ecolab.
분석 기사 • Jun 06The Returns At Diversey Holdings (NASDAQ:DSEY) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Breakeven Date Change • May 21Forecast breakeven date moved forward to 2022The 10 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$11.9m in 2022. Earnings growth of 88% is required to achieve expected profit on schedule.
Recent Insider Transactions • May 18Independent Non-Executive Chairman recently bought US$1.1m worth of stockOn the 13th of May, Eric Foss bought around 121k shares on-market at roughly US$8.67 per share. This was the largest purchase by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.
Price Target Changed • May 13Price target decreased to US$11.18Down from US$12.09, the current price target is an average from 10 analysts. New target price is 25% above last closing price of US$8.94. Stock is down 47% over the past year. The company is forecast to post earnings per share of US$0.037 next year compared to a net loss per share of US$0.60 last year.
공시 • May 12Diversey Holdings, Ltd. Reaffirms Revenue Guidance for the Full Year 2022Diversey Holdings, Ltd. reaffirmed revenue guidance for the full year 2022. For the year, the company expects high single digit percentage revenue growth.
Breakeven Date Change • May 11Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 93% to 2022. The company is expected to make a profit of US$110.2m in 2023. Average annual earnings growth of 105% is required to achieve expected profit on schedule.
Reported Earnings • May 10First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.12 loss per share (up from US$0.39 loss in 1Q 2021). Revenue: US$660.0m (up 4.5% from 1Q 2021). Net loss: US$39.1m (loss narrowed 59% from 1Q 2021). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 311%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.
Board Change • Apr 27High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Seeking Alpha • Apr 27Diversey Holdings Aims For Normalization Amid Inflation PressuresDiversey Holdings went public in March 2021, raising around $692 million in gross proceeds in an IPO. The firm provides cleaning and infection prevention solutions globally. DSEY has been hampered by the pandemic and now significant inflation and supply chain pressures. I'm on Hold until we see growth return and inflationary pressures abate.
Seeking Alpha • Apr 21Diversey Holdings: Still Void Of Signs Of LifeHigh inflation rates are going to continue to hurt Diversey. Demand will soften with continuous price increases. Staying out for now.
공시 • Apr 20Diversey Holdings, Ltd. to Report Q1, 2022 Results on May 10, 2022Diversey Holdings, Ltd. announced that they will report Q1, 2022 results Pre-Market on May 10, 2022
Breakeven Date Change • Mar 15Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 89% to 2022. The company is expected to make a profit of US$132.7m in 2023. Average annual earnings growth of 141% is required to achieve expected profit on schedule.
Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: US$0.60 loss per share (down from US$0.20 loss in FY 2020). Revenue: US$2.62b (flat on FY 2020). Net loss: US$174.8m (loss widened 354% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 62%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.
공시 • Mar 03Diversey Holdings, Ltd. Appoints Katherine S. Zanotti to Board of DirectorsDiversey Holdings, Ltd. has appointed Katherine S. Zanotti to the company’s board of directors, effective March 1, 2022. This appointment will bring the total number of directors to eleven. Katherine S. Zanotti served as Chief Executive Officer of Arbonne International, a skin care, cosmetic and nutrition company, from 2009 until 2018. Prior to Arbonne, Ms. Zanotti served as Senior Vice President of Marketing at McDonald's Corporation, and earlier in her career Ms. Zanotti held a variety of roles at Procter & Gamble, ultimately as Vice President and General Manager of its North American pharmaceutical business. Ms. Zanotti currently serves on the boards of Cutera Inc. and Exact Sciences Corp. as well as the Board of Trustees of Xavier University.
공시 • Feb 18Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022, at 10:00 US Eastern Standard Time. Location: 1300 Altura Road, Suite 125, Fort Mill, South Carolina 29708 Fort Mill United States Agenda: Annual General Meeting.
공시 • Feb 08Diversey Holdings, Ltd. to Report Q4, 2021 Results on Mar 09, 2022Diversey Holdings, Ltd. announced that they will report Q4, 2021 results Pre-Market on Mar 09, 2022
분석 기사 • Jan 27Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Does the January share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...
공시 • Jan 25Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited.Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited on January 24, 2022. Diversey pleased to welcome Shorrock’s 240 experienced colleagues to Diversey. Acquisition expands portfolio of products and services, including innovative sustainability solutions, Enhances Diversey’s sales and service capabilities through Shorrock’s experienced employees and distribution infrastructure, allowing for improved customer service, Extends strategy to acquire great businesses that enhance strategic capabilities and strengthen key geographies at accretive purchase multiples. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Shorrock Trichem Limited on January 24, 2022.
Buying Opportunity • Jan 22Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be US$14.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 60% per annum over the last 3 years.
공시 • Dec 07Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green familyDiversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green family on December 6, 2021. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Birko Corporation from Kelly Green family on December 6, 2021.
공시 • Dec 01Diversey's New IntelliCIP Platform Uncovers Deep Data Insights to Optimise CIP PerformanceDiversey launched its IntelliCIP (Clean-in-Place) cloud-based data analytics platform globally. IntelliCIP securely collates and processes Food and Beverage (F&B) production CIP data for rapid insight into hygiene compliance and operational performance. By analysing and monitoring selected data points, a production facility can easily access a quick view of CIP processes for any date range, specific unit, CIP circuit, or recipe, to truly understand if the process is in control - then act on results if compliance with defined (validated) parameters has not been met. IntelliCIP helps ensure food safety, quality, and traceability by unlocking information typically buried within the automation system, or manual tracking results. Before IntelliCIP, identifying the use of excess resources, or a contamination risk from unmet hygiene parameters, has been largely unexplored. Measuring the True Effectiveness of Each CIP Run: IntelliCIP's easy-to-use interface can show where a CIP may be resulting in lost resources. Data is automatically collected and analysed to provide proof of compliance with the cleaning protocols, alongside progressively revealed indicators and opportunities identifying where the process can be optimised. Cleaning run reports enable swift corrective action to ensure food safety, and improve operational efficiency and sustainability, with expectation of driving recipe repeatability. Statistical analysis reveals cleaning run variance over time, allowing focused data-driven improvements, while providing more confidence that there's no negative effect on the cleaning result. IntelliCIP's continuous process monitoring gives facilities the control to ensure hygienic target compliance, an overview of chemical and utilities - to track water, energy, and chemical consumption - and the ability to manage their KPIs for food safety, efficiency, and quality improvements.
Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.14 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: US$664.9m (flat on 3Q 2020). Net loss: US$42.1m (flat on 3Q 2020).
분석 기사 • Sep 03Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 26% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by...
공시 • Aug 06Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family.Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family on August 5, 2021.
Breakeven Date Change • Jun 17Forecast breakeven pushed back to 2022The 9 analysts covering Diversey Holdings previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of US$191.7m in 2022. Average annual earnings growth of 93% is required to achieve expected profit on schedule.