Board Change • May 20
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Linda Funck was the last director to join the board, commencing their role in 2026. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Duyuru • Apr 25
Logwin AG to Report Q1, 2026 Results on Apr 29, 2026 Logwin AG announced that they will report Q1, 2026 results on Apr 29, 2026 Duyuru • Apr 04
Logwin AG announces Annual dividend, payable on April 20, 2026 Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 20, 2026, ex-date on April 16, 2026 and record date on April 17, 2026. Duyuru • Feb 27
Logwin AG to Report Fiscal Year 2025 Results on Mar 09, 2026 Logwin AG announced that they will report fiscal year 2025 results on Mar 09, 2026 Duyuru • Oct 23
Logwin AG to Report Q3, 2025 Results on Oct 28, 2025 Logwin AG announced that they will report Q3, 2025 results on Oct 28, 2025 Board Change • Aug 18
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. CFO, CCO & Vice Chairman of the Board of Directors Axel Steiner was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Duyuru • Jul 28
Logwin AG to Report First Half, 2025 Results on Jul 31, 2025 Logwin AG announced that they will report first half, 2025 results on Jul 31, 2025 Duyuru • Apr 18
Logwin AG to Report Q1, 2025 Results on Apr 28, 2025 Logwin AG announced that they will report Q1, 2025 results on Apr 28, 2025 Duyuru • Apr 03
Logwin AG announces Annual dividend, payable on April 28, 2025 Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 28, 2025, ex-date on April 24, 2025 and record date on April 25, 2025. Duyuru • Mar 22
Logwin AG Proposes Distribution for the Financial Year 2024 The Board of Directors of Logwin AG intends to propose a distribution of EUR 12.80 per share for the financial year 2024 (previous year: EUR 14.00 per share) at the Annual General Meeting 2025. This represents a pleasing dividend yield of around 5% based on the average price of Logwin shares in 2024 with a payout ratio of more than 50% of the net result. Duyuru • Feb 27
Logwin AG to Report Fiscal Year 2024 Results on Mar 19, 2025 Logwin AG announced that they will report fiscal year 2024 results on Mar 19, 2025 Board Change • Dec 30
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. CFO, CCO & Vice Chairman of the Board of Directors Axel Steiner was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Duyuru • Oct 23
Logwin AG to Report Q3, 2024 Results on Oct 31, 2024 Logwin AG announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 05
First half 2024 earnings released: EPS: €11.07 (vs €14.06 in 1H 2023) First half 2024 results: EPS: €11.07 (down from €14.06 in 1H 2023). Revenue: €643.5m (down 4.4% from 1H 2023). Net income: €31.9m (down 21% from 1H 2023). Profit margin: 5.0% (down from 6.0% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Duyuru • Jul 23
Logwin AG to Report Q2, 2024 Results on Jul 31, 2024 Logwin AG announced that they will report Q2, 2024 results on Jul 31, 2024 Duyuru • Apr 24
Logwin AG to Report Q1, 2024 Results on Apr 30, 2024 Logwin AG announced that they will report Q1, 2024 results on Apr 30, 2024 Upcoming Dividend • Apr 10
Upcoming dividend of €14.00 per share Eligible shareholders must have bought the stock before 17 April 2024. Payment date: 19 April 2024. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%). New Risk • Mar 13
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 38% 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 38% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Mar 13
Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2023 results: EPS: €27.54 (up from €25.09 in FY 2022). Revenue: €1.26b (down 44% from FY 2022). Net income: €79.3m (up 9.7% from FY 2022). Profit margin: 6.3% (up from 3.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year. Duyuru • Mar 05
Logwin AG to Report Fiscal Year 2023 Results on Mar 11, 2024 Logwin AG announced that they will report fiscal year 2023 results on Mar 11, 2024 New Risk • Feb 16
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 24% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Duyuru • Feb 10
Logwin AG, Annual General Meeting, Apr 16, 2024 Logwin AG, Annual General Meeting, Apr 16, 2024. Buying Opportunity • Sep 15
Now 20% undervalued Over the last 90 days, the stock is up 3.3%. The fair value is estimated to be €310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings is also forecast to decline by 16% per annum over the same time period. Reported Earnings • Aug 02
First half 2023 earnings released: EPS: €14.06 (vs €14.07 in 1H 2022) First half 2023 results: EPS: €14.06 (down from €14.07 in 1H 2022). Revenue: €673.0m (down 42% from 1H 2022). Net income: €40.5m (flat on 1H 2022). Profit margin: 6.0% (up from 3.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 8.2% p.a. on average during the next 2 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 26% per year. New Risk • Jun 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Upcoming Dividend • Mar 27
Upcoming dividend of €24.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 03 April 2023. Payment date: 05 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%). Reported Earnings • Mar 02
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: €25.09 (up from €21.80 in FY 2021). Revenue: €2.26b (up 22% from FY 2021). Net income: €72.2m (up 15% from FY 2021). Profit margin: 3.2% (down from 3.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to fall by 19% p.a. on average during the next 2 years compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 30% per year. Duyuru • Feb 17
Logwin AG to Report Fiscal Year 2022 Final Results on Feb 28, 2023 Logwin AG announced that they will report fiscal year 2022 final results on Feb 28, 2023 Price Target Changed • Nov 16
Price target increased to €281 Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €268. Stock is up 8.1% over the past year. The company is forecast to post earnings per share of €22.65 for next year compared to €21.80 last year. Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 03
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €27.5m from profit in 1H 2021). Profit margin: (down from 3.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 28% compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jul 02
Now 21% undervalued Over the last 90 days, the stock is up 4.0%. The fair value is estimated to be €326, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period. Buying Opportunity • Jun 16
Now 21% undervalued Over the last 90 days, the stock is up 1.5%. The fair value is estimated to be €338, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period. Buying Opportunity • May 13
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 4.3%. The fair value is estimated to be €336, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period. Price Target Changed • Apr 27
Price target increased to €267 Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €256. Stock is up 37% over the past year. The company is forecast to post earnings per share of €22.42 for next year compared to €21.80 last year. Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Apr 04
Upcoming dividend of €6.00 per share Eligible shareholders must have bought the stock before 11 April 2022. Payment date: 13 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.8%). Lower than average of industry peers (3.0%). Reported Earnings • Mar 05
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: €21.80 (up from €11.94 in FY 2020). Revenue: €1.85b (up 65% from FY 2020). Net income: €62.8m (up 83% from FY 2020). Profit margin: 3.4% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 8.6% compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year. Buying Opportunity • Feb 22
Now 20% undervalued Over the last 90 days, the stock is up 7.3%. The fair value is estimated to be €332, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% per annum over the last 3 years. Earnings per share has grown by 5.3% per annum over the last 3 years. Reported Earnings • Aug 02
First half 2021 earnings released: EPS €9.53 (vs €4.31 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €771.1m (up 43% from 1H 2020). Net income: €27.5m (up 121% from 1H 2020). Profit margin: 3.6% (up from 2.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 25
Investor sentiment improved over the past week After last week's 15% share price gain to €272, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 99% over the past three years. Valuation Update With 7 Day Price Move • Jul 10
Investor sentiment improved over the past week After last week's 19% share price gain to €264, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 101% over the past three years. Price Target Changed • Jul 02
Price target increased to €198 Up from €152, the current price target is provided by 1 analyst. New target price is 9.2% below last closing price of €218. Stock is up 65% over the past year. Reported Earnings • Mar 05
Full year 2020 earnings released: EPS €11.94 (vs €12.09 in FY 2019) The company reported a soft full year result with weaker earnings, although revenues and profit margins were flat. Full year 2020 results: Revenue: €1.12b (flat on FY 2019). Net income: €34.4m (down 1.3% from FY 2019). Profit margin: 3.1% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year. Is New 90 Day High Low • Mar 05
New 90-day high: €159 The company is up 16% from its price of €137 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 10.0% over the same period. Analyst Estimate Surprise Post Earnings • Mar 05
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 5.7% growth forecast for the Logistics industry in Germany. Is New 90 Day High Low • Jan 22
New 90-day high: €155 The company is up 17% from its price of €132 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 6.0% over the same period. Is New 90 Day High Low • Jan 05
New 90-day high: €149 The company is up 11% from its price of €134 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 5.0% over the same period. Is New 90 Day High Low • Oct 08
New 90-day high: €140 The company is up 7.0% from its price of €131 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 21% over the same period.