Reported Earnings • May 12
First quarter 2026 earnings released: EPS: €0.61 (vs €0.57 in 1Q 2025) First quarter 2026 results: EPS: €0.61 (up from €0.57 in 1Q 2025). Revenue: €1.27b (up 1.2% from 1Q 2025). Net income: €100.1m (up 7.6% from 1Q 2025). Profit margin: 7.9% (up from 7.4% in 1Q 2025). Revenue is forecast to grow 4.9% 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, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Apr 23
Upcoming dividend of €1.30 per share Eligible shareholders must have bought the stock before 30 April 2026. Payment date: 05 May 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (3.9%). Lower than average of industry peers (2.4%). Declared Dividend • Mar 16
Dividend increased to €1.30 Dividend of €1.30 is 13% higher than last year. Ex-date: 30th April 2026 Payment date: 5th May 2026 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Mar 16
GEA Group Aktiengesellschaft, Annual General Meeting, Apr 29, 2026 GEA Group Aktiengesellschaft, Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. Announcement • Mar 10
GEA Group Aktiengesellschaft Proposes Dividend for the Year 2025 GEA Group Aktiengesellschaft at its Annual General Meeting to be held on April 29, 2026, the Executive Board and Supervisory Board will jointly proposed a further dividend increase of 15 cents to EUR 1.30 per share for the year 2025 (2024: EUR 1.15 per share). Announcement • Jan 28
GEA Group Aktiengesellschaft Provides Earnings Guidance for the Fiscal Year 2025 GEA Group Aktiengesellschaft provided earnings guidance for the fiscal year 2025. For the year, the company expects reported Earnings per Share for fiscal year 2025 to arrive in a range between EUR 2.60 and EUR 2.70 (previous year: EUR 2.30). Announcement • Dec 20
GEA Group Aktiengesellschaft (XTRA:G1A) entered into an agreement to acquire Hydract A/S. GEA Group Aktiengesellschaft (XTRA:G1A) entered into an agreement to acquire Hydract A/S on December 16, 2025. With this transaction, GEA Group is expanding its valve portfolio for the beverage, dairy and pharmaceutical industries with a technology that can significantly reduce the energy demand required for operating process valves, thereby enabling more efficient, resource-saving process plant concepts. GEA Group intends to integrate Hydract’s technology into its Valves & Pumps Business Unit within the new Division Pure Flow Processing. Hydract’s water-hydraulic actuators and valves complement the existing range of hygienic and aseptic single-seat, double-seat and control valves. Upon Closing, Hydract A/S will have a new management.
The transaction is expected to close on January 29, 2026. Announcement • Nov 09
Gea Group Aktiengesellschaft Confirms Earnings Guidance for 2025 GEA Group Aktiengesellschaft confirmed earnings guidance for 2025. For the year the company anticipates organic revenue growth between 2.0% and 4.0% for the financial year. Announcement • Oct 07
GEA Group AG Confirms Earnings Guidance for the Full Year of 2025 GEA Group AG confirmed earnings guidance for the full year of 2025. For the year, the company expects organic sales growth to be between 2% and 4%. Reported Earnings • Aug 10
Second quarter 2025 earnings released: EPS: €0.63 (vs €0.58 in 2Q 2024) Second quarter 2025 results: EPS: €0.63 (up from €0.58 in 2Q 2024). Revenue: €1.31b (flat on 2Q 2024). Net income: €102.8m (up 5.5% from 2Q 2024). Profit margin: 7.8% (up from 7.4% in 2Q 2024). Revenue is forecast to grow 4.3% 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 increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 11
First quarter 2025 earnings released: EPS: €0.57 (vs €0.52 in 1Q 2024) First quarter 2025 results: EPS: €0.57 (up from €0.52 in 1Q 2024). Revenue: €1.26b (up 1.4% from 1Q 2024). Net income: €93.0m (up 4.7% from 1Q 2024). Profit margin: 7.4% (up from 7.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% 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 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Apr 25
Upcoming dividend of €1.15 per share Eligible shareholders must have bought the stock before 02 May 2025. Payment date: 06 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (5.3%). Lower than average of industry peers (4.4%). Buy Or Sell Opportunity • Apr 04
Now 24% undervalued Over the last 90 days, the stock has risen 7.4% to €51.60. The fair value is estimated to be €67.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Declared Dividend • Mar 31
Dividend increased to €1.15 Dividend of €1.15 is 15% higher than last year. Ex-date: 2nd May 2025 Payment date: 6th May 2025 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Mar 25
GEA Group Aktiengesellschaft to Report Q1, 2025 Results on May 08, 2025 GEA Group Aktiengesellschaft announced that they will report Q1, 2025 results at 7:30 AM, Central European Standard Time on May 08, 2025 Announcement • Mar 17
GEA Group Aktiengesellschaft, Annual General Meeting, Apr 30, 2025 GEA Group Aktiengesellschaft, Annual General Meeting, Apr 30, 2025, at 10:00 W. Europe Standard Time. Announcement • Mar 12
GEA Group Aktiengesellschaft announces Annual dividend, payable on May 06, 2025 GEA Group Aktiengesellschaft announced Annual dividend of EUR 1.1500 per share payable on May 06, 2025, ex-date on May 02, 2025 and record date on May 05, 2025. Announcement • Feb 04
GEA Group Aktiengesellschaft to Report Fiscal Year 2024 Results on Mar 11, 2025 GEA Group Aktiengesellschaft announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on Mar 11, 2025 Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: €0.69 (vs €0.68 in 3Q 2023) Third quarter 2024 results: EPS: €0.69. Revenue: €1.35b (flat on 3Q 2023). Net income: €115.3m (down 2.1% from 3Q 2023). Profit margin: 8.5% (down from 8.7% in 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Europe. Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: €0.58 (vs €0.57 in 2Q 2023) Second quarter 2024 results: EPS: €0.58. Revenue: €1.32b (down 1.4% from 2Q 2023). Net income: €97.4m (flat on 2Q 2023). Profit margin: 7.4% (up from 7.3% in 2Q 2023). The increase in margin was driven by lower 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. Reported Earnings • May 09
First quarter 2024 earnings released: EPS: €0.52 (vs €0.49 in 1Q 2023) First quarter 2024 results: EPS: €0.52 (up from €0.49 in 1Q 2023). Revenue: €1.24b (down 2.3% from 1Q 2023). Net income: €88.9m (up 6.1% from 1Q 2023). Profit margin: 7.2% (up from 6.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% 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 34% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Apr 25
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 02 May 2024. Payment date: 06 May 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Austrian dividend payers (5.8%). In line with average of industry peers (2.8%). New Risk • Mar 12
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Declared Dividend • Mar 12
Dividend increased to €1.00 Dividend of €1.00 is 5.3% higher than last year. Ex-date: 2nd May 2024 Payment date: 6th May 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 08
Full year 2023 earnings released: EPS: €2.35 (vs €2.13 in FY 2022) Full year 2023 results: EPS: €2.35 (up from €2.13 in FY 2022). Revenue: €5.37b (up 4.0% from FY 2022). Net income: €404.6m (up 7.9% from FY 2022). Profit margin: 7.5% (up from 7.3% in FY 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 4.0% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Nov 15
GEA Group Aktiengesellschaft (XTRA:G1A) commences an Equity Buyback Plan, under the authorization approved on April 27, 2023. GEA Group Aktiengesellschaft (XTRA:G1A) commences share repurchases on November 9, 2023, under the program mandated by the shareholders in the Annual General Meeting held on April 27, 2023. As per the mandate, the company will repurchase its own shares, such that it’s holding in treasury does not exceed 10% of its issued share capital. In case the repurchases are made on the Stock Exchange, the repurchase price may not exceed the arithmetic mean of the share prices over the three trading days preceding the day of the acquisition by more than 10% or fall below the price by more than 20%. In case of public purchase offer, the purchase price per share offered and paid by the company must not exceed the arithmetic mean of the share prices over the three trading days preceding the day on which the Executive Board decides on the offer or the acceptance of the shareholders’ offers by more than 10% or fall below the said price by more than 20%. In the event of differences between the share price and the offered price or deviations from the price range defined in connection with the invitation to tender shares that arise after publication of a purchase offer and may be significant for the success of that offer, the price or the price range, as the case may be, may be adjusted during the tender period and/or up to the time the offer is accepted. If the overall number of shares tendered in response to a public purchase offer exceeds the volume of the offer, the acquisition can be made in proportion to the tendered shares. The program is valid till April 26, 2028.
On November 7, 2023, the company announced a share repurchase program. Under the program, the company will repurchase up to €400 million worth of its shares on the Stock Exchange. The first tranche of the program with a purchase volume of up to €150 million is scheduled to begin in November 2023 and be completed within six months. The shares will be repurchased during the period commencing in November 2023, through the end of 2025. Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: €0.68 (vs €0.58 in 3Q 2022) Third quarter 2023 results: EPS: €0.68 (up from €0.58 in 3Q 2022). Revenue: €1.35b (flat on 3Q 2022). Net income: €117.8m (up 16% from 3Q 2022). Profit margin: 8.7% (up from 7.5% in 3Q 2022). Revenue is forecast to grow 3.2% 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 59% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Sep 23
GEA Group AG Appoints Bernd Brinker, as Interim Chief Financial Officer, Effective from October 16, 2023 GEA Group AG announced the appointment of Bernd Brinker, as interim Chief Financial Officer with effect from October 16, 2023. For a period of one year, Brinker will succeed, Marcus A. Ketter, who passed away unexpectedly on August 6. Brinker has over three decades of financial and capital market experience. In 2014, he assumed his first group CFO role at the then family-owned DORMA Holding GmbH & Co. KGaA, which in the following year merged with Swiss-based Kaba Holding AG to form the publicly traded dormakaba Holding AG. Reported Earnings • Aug 17
Second quarter 2023 earnings released: EPS: €0.57 (vs €0.39 in 2Q 2022) Second quarter 2023 results: EPS: €0.57 (up from €0.39 in 2Q 2022). Revenue: €1.34b (up 5.6% from 2Q 2022). Net income: €98.1m (up 42% from 2Q 2022). Profit margin: 7.3% (up from 5.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. New Risk • Jul 18
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Announcement • May 07
GEA Group Aktiengesellschaft Revises Earnings Guidance for the Fiscal Year 2023 GEA Group Aktiengesellschaft revised earnings guidance for the fiscal year 2023. For the period, the company expects organic sales growth an increase of more than 8%. Upcoming Dividend • Apr 21
Upcoming dividend of €0.95 per share at 2.2% yield Eligible shareholders must have bought the stock before 28 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.1%). Lower than average of industry peers (2.7%). Reported Earnings • Mar 10
Full year 2022 earnings released: EPS: €2.13 (vs €1.66 in FY 2021) Full year 2022 results: EPS: €2.13 (up from €1.66 in FY 2021). Revenue: €5.16b (up 9.8% from FY 2021). Net income: €375.0m (up 25% from FY 2021). Profit margin: 7.3% (up from 6.4% 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 96% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 16
Third quarter 2022 earnings released: EPS: €0.58 (vs €0.49 in 3Q 2021) Third quarter 2022 results: EPS: €0.58 (up from €0.49 in 3Q 2021). Revenue: €1.35b (up 13% from 3Q 2021). Net income: €101.4m (up 14% from 3Q 2021). Profit margin: 7.5% (up from 7.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% 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 89% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 13
Third quarter 2022 earnings released: EPS: €0.58 (vs €0.49 in 3Q 2021) Third quarter 2022 results: EPS: €0.58 (up from €0.49 in 3Q 2021). Revenue: €1.35b (up 13% from 3Q 2021). Net income: €101.4m (up 14% from 3Q 2021). Profit margin: 7.5% (up from 7.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% 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 89% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 16
Second quarter 2022 earnings released: EPS: €0.39 (vs €0.40 in 2Q 2021) Second quarter 2022 results: EPS: €0.39 (down from €0.40 in 2Q 2021). Revenue: €1.27b (up 10.0% from 2Q 2021). Net income: €68.9m (down 3.8% from 2Q 2021). Profit margin: 5.4% (down from 6.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 13% growth forecast for the Machinery industry in Austria. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Aug 12
Now 21% undervalued Over the last 90 days, the stock is up 4.2%. The fair value is estimated to be €47.00, 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 59%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 10% per annum over the same time period. Announcement • Aug 11
GEA Group Aktiengesellschaft Provides Revenue Guidance for Fiscal Year 2022 GEA Group Aktiengesellschaft has confirmed its outlook for fiscal year 2022. Revenue is forecast to grow on an organic basis by more than 5%. Reported Earnings • May 13
First quarter 2022 earnings released: EPS: €0.35 (vs €0.23 in 1Q 2021) First quarter 2022 results: EPS: €0.35 (up from €0.23 in 1Q 2021). Revenue: €1.13b (up 5.7% from 1Q 2021). Net income: €61.7m (up 50% from 1Q 2021). Profit margin: 5.5% (up from 3.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.9%, compared to a 16% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • May 08
GEA Group Aktiengesellschaft Provides Revenue Guidance for 2022 GEA Group Aktiengesellschaft provided revenue guidance for 2022. For the period, the company expect revenue to grow on an organic basis by more than 5%. Announcement • Apr 23
GEA Group Aktiengesellschaft Announces Supervisory Board Changes GEA Group Aktiengesellschaft announced that at its extraordinary meeting held on April 21, 2022, the supervisory board of the company approved an application for former BDI president Professor Dieter Kempf to be appointed by the district court as member of the Supervisory Board. Simultaneously, subject to his appointment by the court, Professor Dieter Kempf was elected as the new Chairman of the Supervisory Board. He will take over from Klaus Helmrich, who resigned for personal reasons with effect from May 15, 2022. Reported Earnings • Mar 04
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: €1.66 (up from €0.60 in FY 2020). Revenue: €4.70b (up 1.5% from FY 2020). Net income: €299.5m (up 177% from FY 2020). Profit margin: 6.4% (up from 2.3% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 7.2%, compared to a 16% growth forecast for the industry in Austria. 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 23% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 11
Third quarter 2021 earnings released: EPS €0.49 (vs €0.24 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €1.20b (up 4.7% from 3Q 2020). Net income: €88.9m (up 101% from 3Q 2020). Profit margin: 7.4% (up from 3.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Reported Earnings • May 14
First quarter 2021 earnings released: EPS €0.23 (vs €0.17 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €1.07b (down 2.6% from 1Q 2020). Net income: €41.1m (up 35% from 1Q 2020). Profit margin: 3.9% (up from 2.8% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Executive Departure • May 05
Employee Representative Deputy Chairman of Supervisory Board Kurt-Jürgen Löw has left the company On the 30th of April, Kurt-Jürgen Löw's tenure as Employee Representative Deputy Chairman of Supervisory Board ended after 4.5 years in the role. We don't have any record of a personal shareholding under Kurt-Jürgen's name. A total of 7 executives have left over the last 12 months. Executive Departure • May 01
Member of Supervisory Board has left the company On the 30th of April, Ahmad M. Bastaki's tenure as Member of Supervisory Board ended after 17.7 years in the role. We don't have any record of a personal shareholding under Ahmad M.'s name. A total of 4 executives have left over the last 12 months. Executive Departure • May 01
Independent Member of Supervisory Board has left the company On the 30th of April, Jean Spence's tenure as Independent Member of Supervisory Board ended after 10.0 years in the role. We don't have any record of a personal shareholding under Jean's name. A total of 4 executives have left over the last 12 months. Executive Departure • May 01
Chairman of Supervisory Board Helmut Perlet has left the company On the 30th of April, Helmut Perlet's tenure as Chairman of Supervisory Board ended after 15.9 years in the role. We don't have any record of a personal shareholding under Helmut's name. A total of 4 executives have left over the last 12 months. Upcoming Dividend • Apr 26
Upcoming dividend of €0.85 per share Eligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 2.4%. Lower than top quartile of Austrian dividend payers (3.1%). Higher than average of industry peers (1.8%). Analyst Estimate Surprise Post Earnings • Mar 06
Revenue misses expectations Revenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to stay flat compared to a 10.0% growth forecast for the Machinery industry in Austria. Reported Earnings • Mar 06
Full year 2020 earnings released: EPS €0.60 (vs €1.03 loss in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €4.64b (down 5.0% from FY 2019). Net income: €108.0m (up €294.5m from FY 2019). Profit margin: 2.3% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 80% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Mar 06
New 90-day high: €31.87 The company is up 12% from its price of €28.42 on 04 December 2020. The Austrian market is up 13% 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 €43.71 per share. Announcement • Feb 27
GEA Successfully Concludes Sale of Compressor Manufacturer Bock GEA has successfully concluded the sale of compressor manufacturer Bock, formerly assigned to its Refrigeration Technologies division, to NORD Holding, as was contractually agreed in September 2020. Closing took place on today's date. The parties have agreed not to disclose the financial details of the transaction. Bock is a leading manufacturer of open and semi-hermetic piston compressors in the lower and medium refrigeration capacity range. Headquartered in Frickenhausen, Germany, the company employs some 340 people worldwide and generated sales of almost EUR 90 million in the 2019 fiscal year. Announcement • Feb 23
GEA Group Aktiengesellschaft's ADR to Be Deleted from Other OTC GEA Group Aktiengesellschaft's Sponsored ADR (Germany) will be deleted from other OTC effective from February 23, 2021 due to ADR /GDR Program Terminated. Announcement • Feb 02
GEA Appoints Kai Becker CEO of Its Refrigeration Technologies Division Düsseldorf, Effective from February 1, 2021 GEA appoints Kai Becker CEO of its Refrigeration Technologies Division Düsseldorf, February 1, 2021. Kai Becker takes over as CEO of GEA's Refrigeration Technologies Division as of February 1, 2021. Becker joined GEA in August 2004 and most recently headed the homogenization business unit within the Separation & Flow Technologies Division. He has held GEA positions in Germany, China and the UK. Announcement • Jan 26
Better Juice, Ltd. Announces a collaboration with GEA Group AG in A Push to Scale Up and Expand Its Global Footprint Better Juice Ltd. announced a collaboration with GEA Group AG in a push to scale up and expand its global footprint. This move comes as part of Better Juice's commitment to transform the global juice industry through advancing its technology for reducing all sugars in orange juices. Better Juice and GEA TDS GmbH agreed to collaboratively construct and install the sugar reduction innovative solution to reduce all types of sugars in orange juice and market the system globally. Under this strategic partnership GEA will engineer, design, manufacture, and install the bioreactor that reduces sugars via Better Juice's proprietary enzymatic process. Better Juice will produce the immobilized microorganisms for the enzymatic process. The agreement contributes to Better Juice's goals of broadening its outreach and support to the global juice industry. The company's breakthrough technology effectively solves the sugar-reduction conundrum without negatively impacting the natural nutritional values and prebiotic benefits of fresh orange juice:- a key challenge in this effort. The start-up's enzymatic technology uses all-natural ingredients to convert fructose, glucose, and sucrose into prebiotic dietary fibers and other non-digestible molecules. It can reduce up to 80% of sugars in orange juice. Better Juice's non-GMO technology is designed to target the specific sugar composition in orange juice to naturally create a low-calorie, reduced-sugar product with a delicate sweetness, without sweeteners or other additives used to replace the sugars. GEA will design three instruments with small, medium, large production capacities within several months to address various requirements of juice companies. The 200L device will launch within a few months. Each device will be customized to the manufacturer's needs and limitations, with Better Juice & GEA providing full-service support. "This means that Better Juice can become a global player in the sugar-reduction market, with local support and service teams in each country," explains Gali Yarom, Co-founder, COO, and VP of Business Development for Better Juice. Announcement • Dec 19
GEA Group Aktiengesellschaft Announces Executive Changes The Supervisory Board of GEA Group Aktiengesellschaft set the course for an orderly membership transition in the Supervisory Board. Klaus Helmrich (62), currently a member of the Managing Board of Siemens AG and CEO Digital Industries until September 30, 2020, is to succeed Dr. Helmut Perlet as Chairman of the Supervisory Board. The corresponding resolution recommending the election of the candidate at the Annual General Meeting on April 30, 2021 was passed by the Supervisory Board at its meeting on December 17, 2020. After a 35-year tenure with the company, Klaus Helmrich will retire from the Managing Board of Siemens AG at the end of March 2021 as planned. Is New 90 Day High Low • Dec 12
New 90-day low: €27.64 The company is down 12% from its price of €31.35 on 11 September 2020. The Austrian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.65 per share. Upcoming Dividend • Nov 20
Upcoming Dividend of €0.43 Per Share Will be paid on the 1st of December to those who are registered shareholders by the 27th of November. The trailing yield of 3.0% is below the top quartile of Austrian dividend payers (4.3%), but it is higher than industry peers (2.2%). Reported Earnings • Nov 08
Third quarter 2020 earnings released: EPS €0.24 The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €1.15b (down 7.2% from 3Q 2019). Net income: €43.4m (down 31% from 3Q 2019). Profit margin: 3.8% (down from 5.1% 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 96% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Nov 08
Revenue misses expectations Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 1.5%, compared to a 2.2% growth forecast for the Machinery industry in Austria. Announcement • Nov 06
Mutares SE & Co. KGaA (XTRA:MUX) signed an agreement to acquire GEA Farm Technologies Japy SAS and Royal De Boer Stalinrichtingen B.V. from GEA Group Aktiengesellschaft (XTRA:G1A). Mutares SE & Co. KGaA (XTRA:MUX) signed an agreement to acquire GEA Farm Technologies Japy SAS and Royal De Boer Stalinrichtingen B.V. from GEA Group Aktiengesellschaft (XTRA:G1A) on November 4, 2020. Upon completion of the transaction, both companies will remain in their units and will be placed under a newly created intermediate holding company of Mutares. GEA Farm Technologies reported revenues of €20 million while Royal De Boer Stalinrichtingen reported revenues of €30 million in 2019. The deal is subject to merger control approval and is expected to complete by the end of December 2020. Is New 90 Day High Low • Oct 30
New 90-day low: €28.11 The company is down 8.0% from its price of €30.65 on 31 July 2020. The Austrian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.30 per share. Announcement • Sep 26
GEA Group Aktiengesellschaft Announces Hartmut Eberlein Stepped Down as New Supervisory Board Member, Effective September 30, 2020 GEA Group Aktiengesellschaft announced that Hartmut Eberlein stepped down as new Supervisory Board member with effect from September 30, 2020. 
