LEM Holding Gelecekteki Büyüme
Future kriter kontrolleri 3/6
LEM Holding kazanç ve gelirin sırasıyla yıllık 37.2% ve 4.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 38.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.6% olacağı tahmin edilmektedir.
Anahtar bilgiler
37.2%
Kazanç büyüme oranı
38.09%
EPS büyüme oranı
| Electronic kazanç büyümesi | 40.8% |
| Gelir büyüme oranı | 4.6% |
| Gelecekteki özkaynak getirisi | 14.65% |
| Analist kapsamı | Low |
| Son güncelleme | 24 Apr 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).
Yeni Analiz • 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?Analiz Güncellemesi • 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.
Yeni Analiz • 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?Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Analiz • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: LEHN 'nin tahmini kazanç büyümesi (yıllık 37.2% ) tasarruf oranının ( 0.6% ) üzerindedir.
Kazançlar ve Piyasa: LEHN şirketinin kazançlarının (yıllık 37.2% ) Swiss pazarından (yıllık 10.6% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: LEHN şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: LEHN şirketinin gelirinin (yıllık 4.6% ) Swiss pazarından (yıllık 4.8% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: LEHN şirketinin gelirinin (yıllık 4.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: LEHN 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.6 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/07 02:49 |
| Gün Sonu Hisse Fiyatı | 2026/05/07 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
LEM Holding SA 7 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gerhard Orgonas | Berenberg |
| Lucas Glemser | Berenberg |
| Reto Huber | Research Partners AG |