LEM Holding Future Growth
Future criteria checks 3/6
LEM Holding is forecast to grow earnings and revenue by 37.2% and 4.6% per annum respectively. EPS is expected to grow by 38.1% per annum. Return on equity is forecast to be 14.6% in 3 years.
Key information
37.2%
Earnings growth rate
38.09%
EPS growth rate
| Electronic earnings growth | 40.8% |
| Revenue growth rate | 4.6% |
| Future return on equity | 14.65% |
| Analyst coverage | Low |
| Last updated | 24 Apr 2026 |
Recent future growth updates
Recent updates
Narrative Update • Apr 27
LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside
Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).Narrative Update • Apr 13
LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside
Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.Narrative Update • Mar 30
LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside
Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).Narrative Update • Mar 15
LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside
Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
New Narrative • Mar 01
Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years
Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?Narrative Update • Mar 01
LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside
Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.
New Narrative • Feb 15
Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential
Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 15
LEHN: Raised Earnings Guidance And Efficiency Gains Will Support Future Upside
Analysts have reset their price target for LEM Holding to CHF 379 from CHF 765. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, lower profit margins and a reduced future P/E multiple.Analysis Article • Nov 13
Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts
It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...Analysis Article • Nov 05
LEM Holding SA's (VTX:LEHN) Popularity With Investors Is Clear
With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Electronic industry in Switzerland, you could be...Narrative Update • Nov 03
LEHN: Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness
Narrative Update on LEM Holding Analysts have maintained their fair value estimate for LEM Holding at CHF 765.00. This reflects stable expectations and minimal recent shifts in key financial assumptions.Narrative Update • Oct 20
Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness
Analysts have lowered their price target for LEM Holding from CHF 851.67 to CHF 765.00. They cited slightly reduced expectations for revenue growth and profit margins as key factors behind the adjustment.Analysis Article • Oct 01
Returns On Capital Signal Tricky Times Ahead For LEM Holding (VTX:LEHN)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analysis Article • Sep 02
We Think LEM Holding (VTX:LEHN) Is Taking Some Risk With Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Aug 06
LEM Holding SA's (VTX:LEHN) Popularity With Investors Under Threat As Stock Sinks 26%
SWX:LEHN 1 Year Share Price vs Fair Value Explore LEM Holding's Fair Values from the Community and select yours LEM...Analysis Article • Aug 01
LEM Holding SA (VTX:LEHN) Just Reported Earnings, And Analysts Cut Their Target Price
One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 25% in the week since its...Analysis Article • Jun 20
We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...Analysis Article • Jun 02
LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings
Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...
New Narrative • Mar 19
Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness
Strategic expansion and R&D investments aim to improve competitiveness, revenue, and cost efficiency, enhancing margins and profitability.Analysis Article • Nov 16
LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates
The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...Analysis Article • Nov 14
LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 24% in the week since its...Analysis Article • Nov 13
Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%
LEM Holding SA ( VTX:LEHN ) shareholders that were waiting for something to happen have been dealt a blow with a 34...Analysis Article • Aug 01
News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat
The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...Analysis Article • Jul 31
LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next
It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 14% to CHF1,228 in the...Analysis Article • Jul 15
Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)
Key Insights The projected fair value for LEM Holding is CHF1,689 based on 2 Stage Free Cash Flow to Equity LEM...Analysis Article • Jun 21
Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now
Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...Analysis Article • Jun 02
Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers
Today is shaping up negative for LEM Holding SA ( VTX:LEHN ) shareholders, with the analysts delivering a substantial...Analysis Article • Jun 01
Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts
LEM Holding SA ( VTX:LEHN ) missed earnings with its latest annual results, disappointing overly-optimistic...Analysis Article • Apr 13
Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)
Key Insights The projected fair value for LEM Holding is CHF1,813 based on 2 Stage Free Cash Flow to Equity With...Analysis Article • Mar 13
Is LEM Holding (VTX:LEHN) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Jan 19
At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?
While LEM Holding SA ( VTX:LEHN ) might not have the largest market cap around , it saw a decent share price growth of...Analysis Article • Jan 04
Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking
When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 18x, you may consider...Analysis Article • Dec 05
A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)
Key Insights LEM Holding's estimated fair value is CHF1,683 based on 2 Stage Free Cash Flow to Equity LEM Holding's...Analysis Article • Oct 25
LEM Holding (VTX:LEHN) Might Become A Compounding Machine
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Analysis Article • Oct 10
Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?
LEM Holding SA ( VTX:LEHN ), is not the largest company out there, but it received a lot of attention from a...Analysis Article • Sep 01
Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)
Key Insights LEM Holding's estimated fair value is CHF1,786 based on 2 Stage Free Cash Flow to Equity With CHF1,992...Analysis Article • Jul 17
Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Analysis Article • Jul 03
LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00
LEM Holding SA ( VTX:LEHN ) will increase its dividend from last year's comparable payment on the 6th of July to...Analysis Article • Jun 23
Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Jun 09
Does LEM Holding (VTX:LEHN) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analysis Article • May 27
Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?
LEM Holding SA ( VTX:LEHN ), might not be a large cap stock, but it saw significant share price movement during recent...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 3/31/2029 | 315 | N/A | N/A | N/A | 2 |
| 3/31/2028 | 306 | 25 | 28 | N/A | 4 |
| 3/31/2027 | 290 | 19 | 27 | N/A | 5 |
| 3/31/2026 | 289 | 15 | 25 | N/A | 5 |
| 12/31/2025 | 294 | 8 | N/A | N/A | N/A |
| 9/30/2025 | 299 | 7 | 33 | 43 | N/A |
| 6/30/2025 | 302 | 6 | N/A | N/A | N/A |
| 3/31/2025 | 307 | 8 | 15 | 30 | N/A |
| 12/31/2024 | 320 | 22 | N/A | N/A | N/A |
| 9/30/2024 | 339 | 31 | 12 | 34 | N/A |
| 6/30/2024 | 374 | 50 | N/A | N/A | N/A |
| 3/31/2024 | 406 | 65 | 45 | 74 | N/A |
| 12/31/2023 | 421 | 75 | N/A | N/A | N/A |
| 9/30/2023 | 432 | 84 | 55 | 87 | N/A |
| 6/30/2023 | 428 | 81 | N/A | N/A | N/A |
| 3/31/2023 | 406 | 75 | 61 | 87 | N/A |
| 12/31/2022 | 399 | 74 | N/A | N/A | N/A |
| 9/30/2022 | 388 | 72 | 51 | 75 | N/A |
| 6/30/2022 | 371 | 70 | N/A | N/A | N/A |
| 3/31/2022 | 373 | 72 | 29 | 50 | N/A |
| 12/31/2021 | 358 | 73 | N/A | N/A | N/A |
| 9/30/2021 | 341 | 67 | 35 | 48 | N/A |
| 6/30/2021 | 320 | 62 | N/A | N/A | N/A |
| 3/31/2021 | 301 | 56 | 37 | 51 | N/A |
| 12/31/2020 | 290 | 45 | N/A | N/A | N/A |
| 9/30/2020 | 293 | 59 | 43 | 58 | N/A |
| 6/30/2020 | 300 | 58 | N/A | N/A | N/A |
| 3/31/2020 | 308 | 61 | 59 | 74 | N/A |
| 12/31/2019 | 312 | 65 | N/A | N/A | N/A |
| 9/30/2019 | 312 | 50 | N/A | 61 | N/A |
| 6/30/2019 | 316 | 53 | N/A | N/A | N/A |
| 3/31/2019 | 322 | 52 | N/A | 54 | N/A |
| 12/31/2018 | 321 | 54 | N/A | N/A | N/A |
| 9/30/2018 | 318 | 55 | N/A | 62 | N/A |
| 6/30/2018 | 313 | 54 | N/A | N/A | N/A |
| 3/31/2018 | 301 | 54 | N/A | 54 | N/A |
| 12/31/2017 | 292 | 50 | N/A | N/A | N/A |
| 9/30/2017 | 284 | 49 | N/A | 44 | N/A |
| 6/30/2017 | 274 | 47 | N/A | N/A | N/A |
| 3/31/2017 | 265 | 45 | N/A | 53 | N/A |
| 12/31/2016 | 261 | 45 | N/A | N/A | N/A |
| 9/30/2016 | 263 | 46 | N/A | 68 | N/A |
| 6/30/2016 | 267 | 45 | N/A | N/A | N/A |
| 3/31/2016 | 261 | 43 | N/A | 46 | N/A |
| 12/31/2015 | 260 | 41 | N/A | N/A | N/A |
| 9/30/2015 | 258 | 41 | N/A | 26 | N/A |
| 6/30/2015 | 254 | 41 | N/A | N/A | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: LEHN's forecast earnings growth (37.2% per year) is above the savings rate (0.6%).
Earnings vs Market: LEHN's earnings (37.2% per year) are forecast to grow faster than the Swiss market (10.5% per year).
High Growth Earnings: LEHN's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: LEHN's revenue (4.6% per year) is forecast to grow slower than the Swiss market (4.8% per year).
High Growth Revenue: LEHN's revenue (4.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: LEHN's Return on Equity is forecast to be low in 3 years time (14.6%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/06 05:24 |
| End of Day Share Price | 2026/05/06 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
LEM Holding SA is covered by 7 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gerhard Orgonas | Berenberg |
| Lucas Glemser | Berenberg |
| Reto Huber | Research Partners AG |