Aankondiging • Apr 25
Logwin AG to Report Q1, 2026 Results on Apr 29, 2026 Logwin AG announced that they will report Q1, 2026 results on Apr 29, 2026 Declared Dividend • Apr 06
Dividend of €12.80 announced Dividend of €12.80 is the same as last year. Ex-date: 16th April 2026 Payment date: 20th April 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 23% per year over the past 8 years and payments have been stable during that time. EPS is expected to decline by 12% over the next 2 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range. Aankondiging • Apr 04
Logwin AG announces Annual dividend, payable on April 20, 2026 Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 20, 2026, ex-date on April 16, 2026 and record date on April 17, 2026. Reported Earnings • Mar 10
Full year 2025 earnings: EPS in line with expectations, revenues disappoint Full year 2025 results: EPS: €21.15 (down from €22.41 in FY 2024). Revenue: €1.36b (down 5.6% from FY 2024). Net income: €60.9m (down 5.6% from FY 2024). Profit margin: 4.5% (in line with FY 2024). Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Aankondiging • Feb 27
Logwin AG to Report Fiscal Year 2025 Results on Mar 09, 2026 Logwin AG announced that they will report fiscal year 2025 results on Mar 09, 2026 New Risk • Feb 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Aankondiging • Oct 23
Logwin AG to Report Q3, 2025 Results on Oct 28, 2025 Logwin AG announced that they will report Q3, 2025 results on Oct 28, 2025 Aankondiging • Jul 28
Logwin AG to Report First Half, 2025 Results on Jul 31, 2025 Logwin AG announced that they will report first half, 2025 results on Jul 31, 2025 Upcoming Dividend • Apr 19
Upcoming dividend of €12.80 per share Eligible shareholders must have bought the stock before 24 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (3.0%). Aankondiging • Apr 18
Logwin AG to Report Q1, 2025 Results on Apr 28, 2025 Logwin AG announced that they will report Q1, 2025 results on Apr 28, 2025 Declared Dividend • Apr 04
Dividend reduced to €12.80 Dividend of €12.80 is 8.6% lower than last year. Ex-date: 24th April 2025 Payment date: 28th April 2025 Dividend yield will be 5.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 28% per year over the past 7 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 2 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range. Aankondiging • Apr 03
Logwin AG announces Annual dividend, payable on April 28, 2025 Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 28, 2025, ex-date on April 24, 2025 and record date on April 25, 2025. Aankondiging • Mar 22
Logwin AG Proposes Distribution for the Financial Year 2024 The Board of Directors of Logwin AG intends to propose a distribution of EUR 12.80 per share for the financial year 2024 (previous year: EUR 14.00 per share) at the Annual General Meeting 2025. This represents a pleasing dividend yield of around 5% based on the average price of Logwin shares in 2024 with a payout ratio of more than 50% of the net result. Reported Earnings • Mar 20
Full year 2024 earnings: EPS in line with analyst expectations despite revenue beat Full year 2024 results: EPS: €22.41 (down from €27.54 in FY 2023). Revenue: €1.44b (up 15% from FY 2023). Net income: €64.5m (down 19% from FY 2023). Profit margin: 4.5% (down from 6.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 6.3% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year. Aankondiging • Feb 27
Logwin AG to Report Fiscal Year 2024 Results on Mar 19, 2025 Logwin AG announced that they will report fiscal year 2024 results on Mar 19, 2025 New Risk • Feb 17
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.7% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Price Target Changed • Jan 31
Price target decreased by 9.6% to €263 Down from €291, the current price target is provided by 1 analyst. New target price is 9.6% above last closing price of €240. Stock is down 14% over the past year. The company is forecast to post earnings per share of €22.36 for next year compared to €27.54 last year. Aankondiging • Oct 23
Logwin AG to Report Q3, 2024 Results on Oct 31, 2024 Logwin AG announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 05
First half 2024 earnings released: EPS: €11.07 (vs €14.06 in 1H 2023) First half 2024 results: EPS: €11.07 (down from €14.06 in 1H 2023). Revenue: €643.5m (down 4.4% from 1H 2023). Net income: €31.9m (down 21% from 1H 2023). Profit margin: 5.0% (down from 6.0% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Aankondiging • Jul 23
Logwin AG to Report Q2, 2024 Results on Jul 31, 2024 Logwin AG announced that they will report Q2, 2024 results on Jul 31, 2024 Aankondiging • Apr 24
Logwin AG to Report Q1, 2024 Results on Apr 30, 2024 Logwin AG announced that they will report Q1, 2024 results on Apr 30, 2024 Upcoming Dividend • Apr 10
Upcoming dividend of €14.00 per share Eligible shareholders must have bought the stock before 17 April 2024. Payment date: 19 April 2024. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%). Major Estimate Revision • Mar 24
Consensus EPS estimates increase by 53%, revenue downgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €1.37b to €1.29b. EPS estimate rose from €13.43 to €20.50. Net income forecast to shrink 26% next year vs 17% growth forecast for Logistics industry in Germany . Consensus price target up from €274 to €291. Share price fell 4.5% to €254 over the past week. Reported Earnings • Mar 13
Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2023 results: EPS: €27.54 (up from €25.09 in FY 2022). Revenue: €1.26b (down 44% from FY 2022). Net income: €79.3m (up 9.7% from FY 2022). Profit margin: 6.3% (up from 3.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year. Aankondiging • Mar 05
Logwin AG to Report Fiscal Year 2023 Results on Mar 11, 2024 Logwin AG announced that they will report fiscal year 2023 results on Mar 11, 2024 New Risk • Feb 16
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 24% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Aankondiging • Feb 10
Logwin AG, Annual General Meeting, Apr 16, 2024 Logwin AG, Annual General Meeting, Apr 16, 2024. Buying Opportunity • Dec 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 2.4%. The fair value is estimated to be €313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings is also forecast to decline by 16% per annum over the same time period. Buying Opportunity • Sep 15
Now 20% undervalued Over the last 90 days, the stock is up 4.2%. The fair value is estimated to be €313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings is also forecast to decline by 16% per annum over the same time period. Reported Earnings • Aug 02
First half 2023 earnings released: EPS: €14.06 (vs €14.07 in 1H 2022) First half 2023 results: EPS: €14.06 (down from €14.07 in 1H 2022). Revenue: €673.0m (down 42% from 1H 2022). Net income: €40.5m (flat on 1H 2022). Profit margin: 6.0% (up from 3.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 8.2% p.a. on average during the next 2 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 25% per year. New Risk • Jun 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Upcoming Dividend • Mar 27
Upcoming dividend of €24.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 03 April 2023. Payment date: 05 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%). Reported Earnings • Mar 02
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: €25.09 (up from €21.80 in FY 2021). Revenue: €2.26b (up 22% from FY 2021). Net income: €72.2m (up 15% from FY 2021). Profit margin: 3.2% (down from 3.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to fall by 19% p.a. on average during the next 2 years compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 17
Logwin AG to Report Fiscal Year 2022 Final Results on Feb 28, 2023 Logwin AG announced that they will report fiscal year 2022 final results on Feb 28, 2023 Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Oct 18
Logwin AG to Report Q3, 2022 Results on Oct 21, 2022 Logwin AG announced that they will report Q3, 2022 results on Oct 21, 2022 Major Estimate Revision • Sep 22
Consensus revenue estimates increase by 10% The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate increased from €22.42 to €22.65 per share. Net income forecast to shrink 16% next year vs 1.4% decline forecast for Logistics industry in Germany. Consensus price target of €281 unchanged from last update. Share price fell 6.4% to €264 over the past week. Major Estimate Revision • Aug 09
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate unchanged from €22.65 at last update. Logistics industry in Germany expected to see average net income decline 0.03% next year. Consensus price target of €281 unchanged from last update. Share price fell 3.7% to €260 over the past week. Aankondiging • Aug 03
Logwin AG Provides Earnings Guidance for the Full Year 2022 Logwin AG provided earnings guidance for the full year 2022. for the year, the group expects sales and earnings development for both business segments to be at least on a par with the previous year. Aankondiging • Jul 28
Logwin AG to Report First Half, 2022 Results on Aug 02, 2022 Logwin AG announced that they will report first half, 2022 results on Aug 02, 2022 Buying Opportunity • Jul 19
Now 22% undervalued Over the last 90 days, the stock is up 1.5%. The fair value is estimated to be €343, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period. Buying Opportunity • Jul 01
Now 21% undervalued Over the last 90 days, the stock is up 3.2%. The fair value is estimated to be €331, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period. Aankondiging • Jun 11
Logwin AG Provides Earnings Guidance for the Year 2022 Logwin AG provided earnings guidance for the year 2022. The Logwin Group is increasing its forecast for the current financial year 2022 in view of the better-than-expected business performance in the year to date. Accordingly, the Logwin Group's sales for the full year 2022 will be at the level of the previous year, after a significant decline had previously been planned. Buying Opportunity • Jun 07
Now 21% undervalued Over the last 90 days, the stock is up 7.2%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period. Buying Opportunity • May 09
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 8.3%. The fair value is estimated to be €341, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period. Price Target Changed • Apr 27
Price target increased to €267 Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €256. Stock is up 35% over the past year. The company is forecast to post earnings per share of €22.42 for next year compared to €21.80 last year. Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Apr 26
Logwin AG to Report Q1, 2022 Results on Apr 29, 2022 Logwin AG announced that they will report Q1, 2022 results on Apr 29, 2022 Upcoming Dividend • Apr 04
Upcoming dividend of €6.00 per share Eligible shareholders must have bought the stock before 11 April 2022. Payment date: 13 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.8%). Lower than average of industry peers (3.0%). Reported Earnings • Mar 05
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: €21.80 (up from €11.94 in FY 2020). Revenue: €1.85b (up 65% from FY 2020). Net income: €62.8m (up 83% from FY 2020). Profit margin: 3.4% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 8.6% compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year. Buying Opportunity • Feb 21
Now 21% undervalued Over the last 90 days, the stock is up 9.8%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% per annum over the last 3 years. Earnings per share has grown by 5.3% per annum over the last 3 years. Reported Earnings • Aug 02
First half 2021 earnings released: EPS €9.53 (vs €4.31 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €771.1m (up 43% from 1H 2020). Net income: €27.5m (up 121% from 1H 2020). Profit margin: 3.6% (up from 2.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment improved over the past week After last week's 16% share price gain to €276, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 100% over the past three years. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improved over the past week After last week's 18% share price gain to €262, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 101% over the past three years. Major Estimate Revision • Jul 04
Consensus revenue estimates increase to €1.44b The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from €1.14b to €1.44b. EPS estimate increased from €12.02 to €16.99 per share. Net income forecast to grow 42% next year vs 28% growth forecast for Logistics industry in Germany. Consensus price target up from €158 to €198. Share price fell 2.6% to €222 over the past week. Price Target Changed • Jul 02
Price target increased to €198 Up from €152, the current price target is provided by 1 analyst. New target price is 12% below last closing price of €224. Stock is up 66% over the past year. Aankondiging • May 01
Logwin AG Provides Earnings Guidance for the Full Year of 2021 Logwin AG provided Earnings Guidance for the full year of 2021. For the period, the company expects growing sales for the full year 2021, in particular also in the business segment Air + Ocean, the extent of which however depends on the further development of freight rates and volumes. The operating result in the Logwin Group and in the business segment Air + Ocean will also increase compared with the previous year. The net result for the period is likewise expected to increase on the basis of the expected development of operating earnings. Aankondiging • Mar 10
Logwin AG, Annual General Meeting, Apr 18, 2021 Logwin AG, Annual General Meeting, Apr 18, 2021. Reported Earnings • Mar 05
Full year 2020 earnings released: EPS €11.94 (vs €12.09 in FY 2019) The company reported a soft full year result with weaker earnings, although revenues and profit margins were flat. Full year 2020 results: Revenue: €1.12b (flat on FY 2019). Net income: €34.4m (down 1.3% from FY 2019). Profit margin: 3.1% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year. Analyst Estimate Surprise Post Earnings • Mar 05
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 5.7% growth forecast for the Logistics industry in Germany. Aankondiging • Feb 23
Logwin AG to Report Fiscal Year 2020 Results on Mar 04, 2021 Logwin AG announced that they will report fiscal year 2020 results on Mar 04, 2021 Is New 90 Day High Low • Feb 15
New 90-day high: €161 The company is up 13% from its price of €143 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 14% over the same period. Is New 90 Day High Low • Jan 30
New 90-day high: €158 The company is up 18% from its price of €134 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 8.0% over the same period. Is New 90 Day High Low • Dec 29
New 90-day high: €150 The company is up 17% from its price of €128 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period. Major Estimate Revision • Oct 29
Analysts increase EPS estimates to €11.20 The 2020 consensus revenue estimate increased from €1.12b to €1.13b. The earnings per share estimate also received an upgrade from €8.83 to €11.20 for the same period. Net income is expected to grow by 9.4% next year compared to 24% growth forecast for the Logistics industry in Germany. The consensus price target increased from €152 to €158. Share price is down by 1.5% to €135 over the past week. Is New 90 Day High Low • Oct 07
New 90-day high: €143 The company is up 4.0% from its price of €137 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. Aankondiging • Jul 22
Logwin AG to Report Q2, 2020 Results on Jul 31, 2020 Logwin AG announced that they will report Q2, 2020 results on Jul 31, 2020