Upcoming Dividend • May 18
Upcoming dividend of €0.80 per share Eligible shareholders must have bought the stock before 25 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Austrian dividend payers (4.2%). Higher than average of industry peers (2.5%). Reported Earnings • May 13
First quarter 2026 earnings released: EPS: €0.29 (vs €0.24 in 1Q 2025) First quarter 2026 results: EPS: €0.29 (up from €0.24 in 1Q 2025). Revenue: €940.2m (down 6.7% from 1Q 2025). Net income: €20.2m (up 23% from 1Q 2025). Profit margin: 2.2% (up from 1.6% in 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance. Announcement • Apr 09
Dürr Aktiengesellschaft to Report Q1, 2026 Results on May 12, 2026 Dürr Aktiengesellschaft announced that they will report Q1, 2026 results on May 12, 2026 Announcement • Apr 04
Dürr Aktiengesellschaft, Annual General Meeting, May 22, 2026 Dürr Aktiengesellschaft, Annual General Meeting, May 22, 2026, at 11:00 W. Europe Standard Time. Declared Dividend • Apr 01
Dividend increased to €0.80 Dividend of €0.80 is 14% higher than last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Announcement • Mar 31
Dürr Aktiengesellschaft announces Annual dividend, payable on May 27, 2026 Dürr Aktiengesellschaft announced Annual dividend of EUR 0.8000 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026. New Risk • Mar 08
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 8.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.5% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.9% average weekly change). Buy Or Sell Opportunity • Feb 02
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to €22.70. The fair value is estimated to be €18.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Jan 21
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 8.7% to €22.55. The fair value is estimated to be €18.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. New Risk • Jan 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% 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: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (4.6% average weekly change). Buy Or Sell Opportunity • Nov 19
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to €19.00. The fair value is estimated to be €23.96, 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. Meanwhile, the company became loss making. Reported Earnings • Nov 16
Third quarter 2025 earnings released: EPS: €0.36 (vs €0.45 in 3Q 2024) Third quarter 2025 results: EPS: €0.36 (down from €0.45 in 3Q 2024). Revenue: €1.04b (down 1.1% from 3Q 2024). Net income: €24.6m (down 21% from 3Q 2024). Profit margin: 2.4% (down from 3.0% in 3Q 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance. Announcement • Oct 24
Dürr Aktiengesellschaft to Report Fiscal Year 2025 Final Results on Mar 26, 2026 Dürr Aktiengesellschaft announced that they will report fiscal year 2025 final results on Mar 26, 2026 Announcement • Oct 02
Dürr Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 05, 2026 Dürr Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 05, 2026 Reported Earnings • Aug 08
Second quarter 2025 earnings released: €1.62 loss per share (vs €0.28 profit in 2Q 2024) Second quarter 2025 results: €1.62 loss per share (down from €0.28 profit in 2Q 2024). Revenue: €1.00b (down 15% from 2Q 2024). Net loss: €112.0m (down €131.1m from profit in 2Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. New Risk • May 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 6.4% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change). New Risk • May 14
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 48% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.5% net profit margin). Reported Earnings • May 14
First quarter 2025 earnings released: EPS: €0.24 (vs €0.29 in 1Q 2024) First quarter 2025 results: EPS: €0.24 (down from €0.29 in 1Q 2024). Revenue: €1.01b (down 8.3% from 1Q 2024). Net income: €16.4m (down 18% from 1Q 2024). Profit margin: 1.6% (down from 1.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Upcoming Dividend • May 12
Upcoming dividend of €0.70 per share Eligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (4.0%). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to €18.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Machinery industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.68 per share. Declared Dividend • Apr 06
Dividend of €0.70 announced Dividend of €0.70 is the same as last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 145% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 31
Full year 2024 earnings released: EPS: €0.89 (vs €1.05 in FY 2023) Full year 2024 results: EPS: €0.89 (down from €1.05 in FY 2023). Revenue: €4.29b (up 2.3% from FY 2023). Net income: €61.8m (down 15% from FY 2023). Profit margin: 1.4% (down from 1.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year. Reported Earnings • Mar 30
Full year 2024 earnings released: EPS: €0.89 (vs €1.05 in FY 2023) Full year 2024 results: EPS: €0.89 (down from €1.05 in FY 2023). Revenue: €4.29b (up 2.3% from FY 2023). Net income: €61.8m (down 15% from FY 2023). Profit margin: 1.4% (down from 1.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year. New Risk • Mar 08
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Buy Or Sell Opportunity • Jan 18
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 3.3% to €22.32. The fair value is estimated to be €18.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 28% per annum over the same time period. Announcement • Jan 15
Dürr Aktiengesellschaft to Report Q2, 2025 Results on Aug 07, 2025 Dürr Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 07, 2025 Buy Or Sell Opportunity • Nov 29
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to €21.90. The fair value is estimated to be €18.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 28% per annum over the same time period. New Risk • Nov 12
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.8% net profit margin). Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: €0.59 (vs €0.68 in 3Q 2023) Third quarter 2024 results: EPS: €0.59 (down from €0.68 in 3Q 2023). Revenue: €1.16b (flat on 3Q 2023). Net income: €40.8m (down 13% from 3Q 2023). Profit margin: 3.5% (down from 4.0% in 3Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: €0.28 (vs €0.55 in 2Q 2023) Second quarter 2024 results: EPS: €0.28 (down from €0.55 in 2Q 2023). Revenue: €1.18b (up 5.6% from 2Q 2023). Net income: €19.1m (down 49% from 2Q 2023). Profit margin: 1.6% (down from 3.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. New Risk • Aug 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.4% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.4% average weekly change). Reported Earnings • May 16
First quarter 2024 earnings released: EPS: €0.29 (vs €0.32 in 1Q 2023) First quarter 2024 results: EPS: €0.29 (down from €0.32 in 1Q 2023). Revenue: €1.10b (up 8.3% from 1Q 2023). Net income: €20.0m (down 11% from 1Q 2023). Profit margin: 1.8% (down from 2.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Upcoming Dividend • May 13
Upcoming dividend of €0.70 per share Eligible shareholders must have bought the stock before 20 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Austrian dividend payers (5.8%). In line with average of industry peers (2.7%). Declared Dividend • Mar 21
Dividend of €0.70 announced Shareholders will receive a dividend of €0.70. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Nov 29
Dürr Aktiengesellschaft to Report Nine Months, 2024 Results on Nov 07, 2024 Dürr Aktiengesellschaft announced that they will report nine months, 2024 results on Nov 07, 2024 Announcement • Nov 24
Dürr Aktiengesellschaft to Report First Half, 2024 Results on Aug 08, 2024 Dürr Aktiengesellschaft announced that they will report first half, 2024 results on Aug 08, 2024 Announcement • Nov 22
Dürr Aktiengesellschaft, Annual General Meeting, May 17, 2024 Dürr Aktiengesellschaft, Annual General Meeting, May 17, 2024. Announcement • Nov 15
Dürr Aktiengesellschaft to Report Q1, 2024 Results on May 14, 2024 Dürr Aktiengesellschaft announced that they will report Q1, 2024 results on May 14, 2024 Reported Earnings • Nov 09
Third quarter 2023 earnings released: EPS: €0.68 (vs €0.51 in 3Q 2022) Third quarter 2023 results: EPS: €0.68 (up from €0.51 in 3Q 2022). Revenue: €1.16b (up 3.6% from 3Q 2022). Net income: €47.0m (up 33% from 3Q 2022). Profit margin: 4.0% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 23
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €19.92, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Machinery industry in Europe. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.79 per share. New Risk • Sep 12
New major risk - Revenue and earnings growth Earnings have declined by 10% 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 Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change). New Risk • Sep 05
New major risk - Revenue and earnings growth Earnings have declined by 10% 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 Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change). Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: €0.55 (vs €0.23 in 2Q 2022) Second quarter 2023 results: EPS: €0.55 (up from €0.23 in 2Q 2022). Revenue: €1.12b (up 6.8% from 2Q 2022). Net income: €37.7m (up 137% from 2Q 2022). Profit margin: 3.4% (up from 1.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Aug 03
Dürr Aktiengesellschaft to Report Nine Months, 2023 Results on Nov 09, 2023 Dürr Aktiengesellschaft announced that they will report nine months, 2023 results on Nov 09, 2023 New Risk • Jun 23
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% 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. This is currently the only risk that has been identified for the company. Announcement • Jun 14
Dürr Aktiengesellschaft (XTRA:DUE) signed an purchase agreement to acquire BBS Automation GmbH from EQT Mid Market Europe Fund and EQT Mid Market Asia III a fund managed by EQT AB (publ) (OM:EQT) and co-shareholders. Dürr Aktiengesellschaft (XTRA:DUE) signed an purchase agreement to acquire BBS Automation GmbH from EQT Mid Market Europe Fund and EQT Mid Market Asia III a fund managed by EQT AB (publ) (OM:EQT) and co-shareholders on June 12, 2023. The enterprise value of BBS Automation is between €440 million and €480 million and depends on the development of results in 2023. Financing will be provided from cash flow as well as through existing financing instruments and a bridging loan of €500 million arranged. The automation business of BBS Automation, Teamtechnik, and Hekuma will continue to be managed in the Paint and Final Assembly Systems division within the Dürr Group. Subject to competition-law clearance of the acquisition and other regulatory prerequisites. The business figures of BBS Automation will not be reflected in the Dürr Group until the transaction is completed in the fall of 2023. Reported Earnings • May 11
First quarter 2023 earnings released: EPS: €0.32 (vs €0.38 in 1Q 2022) First quarter 2023 results: EPS: €0.32 (down from €0.38 in 1Q 2022). Revenue: €1.01b (up 12% from 1Q 2022). Net income: €22.4m (down 14% from 1Q 2022). Profit margin: 2.2% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Buying Opportunity • May 10
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.5%. The fair value is estimated to be €39.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 19% per annum over the same time period. Upcoming Dividend • May 08
Upcoming dividend of €0.70 per share at 2.2% yield Eligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (2.7%). Buying Opportunity • Mar 11
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €42.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 19% per annum over the same time period. Reported Earnings • Mar 09
Full year 2022 earnings released: EPS: €1.89 (vs €1.20 in FY 2021) Full year 2022 results: EPS: €1.89 (up from €1.20 in FY 2021). Revenue: €4.31b (up 22% from FY 2021). Net income: €131.0m (up 58% from FY 2021). Profit margin: 3.0% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year. Announcement • Jan 19
Dürr Aktiengesellschaft to Report First Half, 2023 Results on Aug 03, 2023 Dürr Aktiengesellschaft announced that they will report first half, 2023 results on Aug 03, 2023 Announcement • Nov 24
Dürr Aktiengesellschaft to Report Fiscal Year 2022 Final Results on Mar 16, 2023 Dürr Aktiengesellschaft announced that they will report fiscal year 2022 final results on Mar 16, 2023 Announcement • Nov 18
Dürr Aktiengesellschaft to Report Fiscal Year 2022 Results on Feb 23, 2023 Dürr Aktiengesellschaft announced that they will report fiscal year 2022 results on Feb 23, 2023 Reported Earnings • Nov 16
Third quarter 2022 earnings released: EPS: €0.51 (vs €0.25 in 3Q 2021) Third quarter 2022 results: EPS: €0.51 (up from €0.25 in 3Q 2021). Revenue: €1.12b (up 25% from 3Q 2021). Net income: €35.3m (up 103% from 3Q 2021). Profit margin: 3.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Nov 13
Third quarter 2022 earnings released: EPS: €0.51 (vs €0.25 in 3Q 2021) Third quarter 2022 results: EPS: €0.51 (up from €0.25 in 3Q 2021). Revenue: €1.12b (up 25% from 3Q 2021). Net income: €35.3m (up 103% from 3Q 2021). Profit margin: 3.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improved over the past week After last week's 16% share price gain to €32.32, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Machinery industry in Europe. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.30 per share. Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: €0.23 (vs €0.33 in 2Q 2021) Second quarter 2022 results: EPS: €0.23 (down from €0.33 in 2Q 2021). Revenue: €1.05b (up 24% from 2Q 2021). Net income: €15.9m (down 31% from 2Q 2021). Profit margin: 1.5% (down from 2.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.2%, compared to a 13% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Reported Earnings • May 10
First quarter 2022 earnings released: EPS: €0.38 (vs €0.13 in 1Q 2021) First quarter 2022 results: EPS: €0.38 (up from €0.13 in 1Q 2021). Revenue: €905.7m (up 15% from 1Q 2021). Net income: €26.1m (up 184% from 1Q 2021). Profit margin: 2.9% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Upcoming Dividend • May 09
Upcoming dividend of €0.50 per share Eligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Austrian dividend payers (4.4%). Lower than average of industry peers (2.6%). Reported Earnings • Feb 27
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: €1.20 (up from €0.23 loss in FY 2020). Revenue: €3.54b (up 6.4% from FY 2020). Net income: €83.0m (up €98.8m from FY 2020). Profit margin: 2.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in Austria. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 06
Third quarter 2021 earnings released: EPS €0.25 (vs €0.22 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €900.8m (up 11% from 3Q 2020). Net income: €17.4m (up 16% from 3Q 2020). Profit margin: 1.9% (up from 1.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Announcement • Aug 27
SPIE SA (ENXTPA:SPIE) entered into an agreement to acquire Dürr Aktiengesellschaft (XTRA:DUE). SPIE SA (ENXTPA:SPIE) entered into an agreement to acquire Dürr Aktiengesellschaft (XTRA:DUE) on August 25, 2021. The final closing of the transaction is only subject to approval by the antitrust authorities. Reported Earnings • Jul 29
Second quarter 2021 earnings released: EPS €0.33 (vs €0.24 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €843.0m (up 9.1% from 2Q 2020). Net income: €23.1m (up €39.9m from 2Q 2020). Profit margin: 2.7% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. Announcement • Jul 03
Dürr Aktiengesellschaft (XTRA:DUE) agreed to acquire Hekuma Gmbh from Elexis AG. Dürr Aktiengesellschaft (XTRA:DUE) agreed to acquire Hekuma Gmbh from Elexis AG on July 1, 2021. Hekuma Gmbh reported sales of around €40 million. The completion of the transaction still has to be approved by
the competent antitrust authority. Reported Earnings • May 12
First quarter 2021 earnings released: EPS €0.13 (vs €0.18 in 1Q 2020) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €789.8m (down 6.3% from 1Q 2020). Net income: €9.19m (down 28% from 1Q 2020). Profit margin: 1.2% (down from 1.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Upcoming Dividend • May 03
Upcoming dividend of €0.30 per share Eligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 0.9%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (1.8%). Reported Earnings • Mar 20
Full year 2020 earnings released: €0.23 loss per share (vs €1.79 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €3.32b (down 15% from FY 2019). Net loss: €15.8m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Mar 09
New 90-day high: €36.50 The company is up 22% from its price of €29.80 on 08 December 2020. The Austrian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.61 per share. Reported Earnings • Feb 28
Full year 2020 earnings released: €0.23 loss per share (vs €1.79 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €3.32b (down 15% from FY 2019). Net loss: €15.8m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 28
Revenue misses expectations Revenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.3% growth forecast for the Machinery industry in Austria. Is New 90 Day High Low • Feb 03
New 90-day high: €34.94 The company is up 33% from its price of €26.22 on 04 November 2020. The Austrian market is up 35% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.08 per share. Is New 90 Day High Low • Jan 07
New 90-day high: €33.72 The company is up 22% from its price of €27.64 on 09 October 2020. The Austrian market is up 28% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.83 per share. Announcement • Dec 18
Dürr Aktiengesellschaft (XTRA:DUE) agreed to acquire 75% stake in teamtechnik Maschinen und Anlagen GmbH from the Roßkopf Family. Dürr Aktiengesellschaft (XTRA:DUE) entered into a purchase contract to acquire 75% stake in teamtechnik Maschinen und Anlagen GmbH from the Roßkopf Family on December 16, 2020. Stefan Roßkopf, the Chief Executive Officer and a member of the founding family will retain 25% of the shares in Teamtechnik. Teamtechnik is to grow profitably within the Dürr Group and will form part of the Paint and Final Assembly Systems division and will be managed as a separate business unit. Teamtechnik generated sales of around €155 million in 2019. Stefan Roßkopf will be heading Teamtechnik's activities within the Dürr Group. The transaction is subject to anti-trust clearance and is expected to be closed in February 2021. The acquisition will not have any impact on the Dürr Group's figures and forecast for 2020. The Dürr Group expects Teamtechnik to generate sales of around €120 million in 2021, accompanied by EBIT that is in slightly negative territory; and sales of around €200 million and an EBIT margin of roughly 9% are being targeted for 2024. Earnings are to be boosted by leveraging synergistic effects in sales, purchasing, order execution, service and digitalization. Is New 90 Day High Low • Dec 17
New 90-day high: €32.60 The company is up 24% from its price of €26.28 on 18 September 2020. The Austrian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.61 per share. Announcement • Nov 26
Dürr Aktiengesellschaft to Report Nine Months, 2021 Results on Nov 04, 2021 Dürr Aktiengesellschaft announced that they will report nine months, 2021 results on Nov 04, 2021 Is New 90 Day High Low • Nov 24
New 90-day high: €28.90 The company is up 6.0% from its price of €27.16 on 25 August 2020. The Austrian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.17 per share. Reported Earnings • Nov 06
Third quarter 2020 earnings released: EPS €0.22 The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €815.3m (down 18% from 3Q 2019). Net income: €15.0m (down 60% from 3Q 2019). Profit margin: 1.8% (down from 3.8% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Nov 06
Revenue beats expectations Revenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 1.3%, compared to a 2.1% growth forecast for the Machinery industry in Austria. Is New 90 Day High Low • Oct 08
New 90-day high: €28.00 The company is up 27% from its price of €21.98 on 10 July 2020. The Austrian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.58 per share. Announcement • Sep 22
Dürr Aktiengesellschaft to Report Fiscal Year 2020 Results on Mar 18, 2021 Dürr Aktiengesellschaft announced that they will report fiscal year 2020 results on Mar 18, 2021