Reported Earnings • Aug 19
Second quarter 2026 earnings released: ₪1.26 loss per share (vs ₪0.43 profit in 2Q 2025) Second quarter 2026 results: ₪1.26 loss per share (down from ₪0.43 profit in 2Q 2025). Revenue: ₪1.54b (up 16% from 2Q 2025). Net loss: ₪122.3m (down 399% from profit in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance. New Risk • Jun 03
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 Israeli stocks, typically moving 7.3% 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: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Earnings have declined by 42% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (91% payout ratio). Share price has been volatile over the past 3 months (7.3% average weekly change). Duyuru • May 26
Delek Automotive Systems Ltd, Annual General Meeting, Jun 29, 2026 Delek Automotive Systems Ltd, Annual General Meeting, Jun 29, 2026. Location: co. offices, Israel Reported Earnings • May 25
First quarter 2026 earnings released: EPS: ₪0.45 (vs ₪0.61 in 1Q 2025) First quarter 2026 results: EPS: ₪0.45 (down from ₪0.61 in 1Q 2025). Revenue: ₪1.72b (down 9.6% from 1Q 2025). Net income: ₪43.9m (down 26% from 1Q 2025). Profit margin: 2.6% (down from 3.1% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. Duyuru • May 09
Delek Automotive Systems Ltd(TASE:DLEA) dropped from TA-125 Index Delek Automotive Systems Ltd has been dropped from the TA-125 Index. Reported Earnings • Apr 07
Full year 2025 earnings released: ₪1.13 loss per share (vs ₪1.66 profit in FY 2024) Full year 2025 results: ₪1.13 loss per share (down from ₪1.66 profit in FY 2024). Revenue: ₪6.20b (down 2.9% from FY 2024). Net loss: ₪109.7m (down 168% from profit in FY 2024). 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. Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₪22.21, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 14x in the Specialty Retail industry in Israel. Total loss to shareholders of 33% over the past three years. Reported Earnings • Dec 03
Third quarter 2025 earnings released: EPS: ₪0.62 (vs ₪0.60 in 3Q 2024) Third quarter 2025 results: EPS: ₪0.62 (up from ₪0.60 in 3Q 2024). Revenue: ₪1.58b (down 11% from 3Q 2024). Net income: ₪60.5m (up 4.5% from 3Q 2024). Profit margin: 3.8% (up from 3.3% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance. Duyuru • Nov 12
Delek Automotive Systems Ltd to Report Q3, 2025 Results on Nov 20, 2025 Delek Automotive Systems Ltd announced that they will report Q3, 2025 results on Nov 20, 2025 Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₪27.50, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 15x in the Specialty Retail industry in Israel. Total loss to shareholders of 28% over the past three years. Reported Earnings • Aug 19
Second quarter 2025 earnings released: EPS: ₪0.42 (vs ₪0.09 loss in 2Q 2024) Second quarter 2025 results: EPS: ₪0.42 (up from ₪0.09 loss in 2Q 2024). Revenue: ₪1.32b (down 11% from 2Q 2024). Net income: ₪41.0m (up ₪49.9m from 2Q 2024). Profit margin: 3.1% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance. Buy Or Sell Opportunity • Aug 13
Now 28% overvalued Over the last 90 days, the stock has fallen 11% to ₪25.40. The fair value is estimated to be ₪19.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 64%. Duyuru • Aug 11
Delek Automotive Systems Ltd to Report Q2, 2025 Results on Aug 18, 2025 Delek Automotive Systems Ltd announced that they will report Q2, 2025 results on Aug 18, 2025 New Risk • Aug 05
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 Israeli stocks, typically moving 5.5% 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: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 183% Earnings have declined by 14% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₪22.50, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 16x in the Specialty Retail industry in Israel. Total loss to shareholders of 42% over the past three years. Upcoming Dividend • Jun 23
Upcoming dividend of ₪2.00 per share Eligible shareholders must have bought the stock before 30 June 2025. Payment date: 13 July 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.0%. Within top quartile of Israeli dividend payers (5.8%). Higher than average of industry peers (6.3%). Reported Earnings • May 24
First quarter 2025 earnings released: EPS: ₪0.61 (vs ₪0.62 in 1Q 2024) First quarter 2025 results: EPS: ₪0.61 (down from ₪0.62 in 1Q 2024). Revenue: ₪1.90b (down 1.2% from 1Q 2024). Net income: ₪59.1m (down 1.5% from 1Q 2024). Profit margin: 3.1% (in line with 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance. Duyuru • May 20
Delek Automotive Systems Ltd to Report Q1, 2025 Results on May 22, 2025 Delek Automotive Systems Ltd announced that they will report Q1, 2025 results on May 22, 2025 Duyuru • May 13
Delek Automotive Systems Ltd, Annual General Meeting, Jun 17, 2025 Delek Automotive Systems Ltd, Annual General Meeting, Jun 17, 2025. Location: company offices, Israel Reported Earnings • Apr 02
Full year 2024 earnings released: EPS: ₪1.66 (vs ₪3.44 in FY 2023) Full year 2024 results: EPS: ₪1.66 (down from ₪3.44 in FY 2023). Revenue: ₪6.39b (up 10% from FY 2023). Net income: ₪160.7m (down 52% from FY 2023). Profit margin: 2.5% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Duyuru • Mar 24
Delek Automotive Systems Ltd to Report Fiscal Year 2024 Results on Mar 30, 2025 Delek Automotive Systems Ltd announced that they will report fiscal year 2024 results on Mar 30, 2025 Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₪25.36, the stock trades at a trailing P/E ratio of 54.7x. Average trailing P/E is 16x in the Specialty Retail industry in Israel. Total loss to shareholders of 31% over the past three years. Reported Earnings • Nov 26
Third quarter 2024 earnings released: EPS: ₪0.60 (vs ₪0.69 in 3Q 2023) Third quarter 2024 results: EPS: ₪0.60 (down from ₪0.69 in 3Q 2023). Revenue: ₪1.76b (up 27% from 3Q 2023). Net income: ₪57.9m (down 14% from 3Q 2023). Profit margin: 3.3% (down from 4.8% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Duyuru • Nov 17
Delek Automotive Systems Ltd to Report Q3, 2024 Results on Nov 24, 2024 Delek Automotive Systems Ltd announced that they will report Q3, 2024 results at 5:14 PM, Israel Standard Time on Nov 24, 2024 Duyuru • Aug 26
Delek Automotive Systems Ltd, Annual General Meeting, Sep 30, 2024 Delek Automotive Systems Ltd, Annual General Meeting, Sep 30, 2024. Location: co. offices, Israel Reported Earnings • Aug 24
Second quarter 2024 earnings released: ₪0.09 loss per share (vs ₪0.49 profit in 2Q 2023) Second quarter 2024 results: ₪0.09 loss per share (down from ₪0.49 profit in 2Q 2023). Revenue: ₪1.49b (up 9.3% from 2Q 2023). Net loss: ₪8.96m (down 119% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Duyuru • Aug 15
Delek Automotive Systems Ltd to Report Q2, 2024 Results on Aug 22, 2024 Delek Automotive Systems Ltd announced that they will report Q2, 2024 results on Aug 22, 2024 Duyuru • May 25
Delek Automotive Systems Ltd to Report Q1, 2024 Results on May 28, 2024 Delek Automotive Systems Ltd announced that they will report Q1, 2024 results on May 28, 2024 Reported Earnings • Apr 02
Full year 2023 earnings released: EPS: ₪3.44 (vs ₪7.53 in FY 2022) Full year 2023 results: EPS: ₪3.44 (down from ₪7.53 in FY 2022). Revenue: ₪5.80b (up 11% from FY 2022). Net income: ₪333.3m (down 53% from FY 2022). Profit margin: 5.7% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings. Duyuru • Mar 22
Delek Automotive Systems Ltd to Report Fiscal Year 2023 Results on Mar 31, 2024 Delek Automotive Systems Ltd announced that they will report fiscal year 2023 results on Mar 31, 2024 New Risk • Feb 11
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 Israeli stocks, typically moving 6.1% 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: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Cash payout ratio: 472% Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (7.4% net profit margin). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Reported Earnings • Nov 25
Third quarter 2023 earnings released: EPS: ₪0.69 (vs ₪2.69 in 3Q 2022) Third quarter 2023 results: EPS: ₪0.69 (down from ₪2.69 in 3Q 2022). Revenue: ₪1.39b (up 1.3% from 3Q 2022). Net income: ₪67.1m (down 74% from 3Q 2022). Profit margin: 4.8% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Duyuru • Nov 15
Delek Automotive Systems Ltd to Report Q3, 2023 Results on Nov 22, 2023 Delek Automotive Systems Ltd announced that they will report Q3, 2023 results on Nov 22, 2023 Upcoming Dividend • Sep 25
Upcoming dividend of ₪1.00 per share at 26% yield Eligible shareholders must have bought the stock before 02 October 2023. Payment date: 29 October 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 26%. Within top quartile of Israeli dividend payers (7.4%). Higher than average of industry peers (9.7%). Upcoming Dividend • Jun 26
Upcoming dividend of ₪1.00 per share at 20% yield Eligible shareholders must have bought the stock before 03 July 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 54% but the company is paying out more than the cash it is generating. Trailing yield: 20%. Within top quartile of Israeli dividend payers (7.2%). Higher than average of industry peers (9.5%). Reported Earnings • May 30
First quarter 2023 earnings released: EPS: ₪2.90 (vs ₪2.39 in 1Q 2022) First quarter 2023 results: EPS: ₪2.90 (up from ₪2.39 in 1Q 2022). Revenue: ₪2.04b (up 27% from 1Q 2022). Net income: ₪281.0m (up 26% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Apr 24
Upcoming dividend of ₪1.00 per share at 20% yield Eligible shareholders must have bought the stock before 01 May 2023. Payment date: 22 May 2023. Payout ratio is on the higher end at 78%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Israeli dividend payers (7.9%). Higher than average of industry peers (10%). Reported Earnings • Mar 30
Full year 2022 earnings released: EPS: ₪7.53 (vs ₪7.78 in FY 2021) Full year 2022 results: EPS: ₪7.53 (down from ₪7.78 in FY 2021). Revenue: ₪5.24b (up 12% from FY 2021). Net income: ₪715.9m (down 1.3% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. 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 32% per year. Valuation Update With 7 Day Price Move • Feb 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₪35.80, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 11x in the Specialty Retail industry in Israel. Total returns to shareholders of 210% over the past three years. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₪47.74, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 11x in the Specialty Retail industry in Israel. Total returns to shareholders of 281% over the past three years. Reported Earnings • Nov 30
Third quarter 2022 earnings released: EPS: ₪2.69 (vs ₪1.45 in 3Q 2021) Third quarter 2022 results: EPS: ₪2.69 (up from ₪1.45 in 3Q 2021). Revenue: ₪1.37b (up 11% from 3Q 2021). Net income: ₪256.7m (up 90% from 3Q 2021). Profit margin: 19% (up from 11% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 40% per year whereas the company’s share price has increased by 42% per year. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent External Director Vered Arviv was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₪45.00, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 15x in the Specialty Retail industry in Israel. Total returns to shareholders of 430% over the past three years. Upcoming Dividend • Sep 07
Upcoming dividend of ₪2.35 per share Eligible shareholders must have bought the stock before 14 September 2022. Payment date: 03 October 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 18%. Within top quartile of Israeli dividend payers (6.0%). Higher than average of industry peers (8.5%). Reported Earnings • Aug 27
Second quarter 2022 earnings released: EPS: ₪2.28 (vs ₪2.89 in 2Q 2021) Second quarter 2022 results: EPS: ₪2.28 (down from ₪2.89 in 2Q 2021). Revenue: ₪1.41b (up 15% from 2Q 2021). Net income: ₪214.7m (down 20% from 2Q 2021). Profit margin: 15% (down from 22% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 47% per year. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₪35.40, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 10x in the Specialty Retail industry in Israel. Total returns to shareholders of 274% over the past three years. Upcoming Dividend • Jun 02
Upcoming dividend of ₪2.50 per share Eligible shareholders must have bought the stock before 09 June 2022. Payment date: 03 July 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 21%. Within top quartile of Israeli dividend payers (5.9%). Higher than average of industry peers (9.0%). Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent External Director Vered Arviv was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Apr 06
Upcoming dividend of ₪2.50 per share Eligible shareholders must have bought the stock before 13 April 2022. Payment date: 27 April 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 20%. Within top quartile of Israeli dividend payers (5.4%). Higher than average of industry peers (7.3%). Upcoming Dividend • Dec 09
Upcoming dividend of ₪2.50 per share Eligible shareholders must have bought the stock before 16 December 2021. Payment date: 05 January 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 21%. Within top quartile of Israeli dividend payers (5.1%). Higher than average of industry peers (7.6%). Reported Earnings • Dec 02
Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2021 results: EPS: ₪1.45 (up from ₪1.11 in 3Q 2020). Revenue: ₪1.23b (up 23% from 3Q 2020). Net income: ₪134.9m (up 30% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Revenue exceeded analyst estimates by 9.9%. Over the last 3 years on average, earnings per share has increased by 54% 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 • Sep 01
Second quarter 2021 earnings released: EPS ₪2.89 (vs ₪0.65 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪1.23b (up 101% from 2Q 2020). Net income: ₪269.3m (up 347% from 2Q 2020). Profit margin: 22% (up from 9.9% in 2Q 2020). The increase in margin was driven by higher revenue. 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 28% per year, which means it is significantly lagging earnings growth. Board Change • Aug 10
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Yael Git was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 30
Upcoming dividend of ₪1.25 per share Eligible shareholders must have bought the stock before 06 April 2021. Payment date: 20 April 2021. Trailing yield: 12%. Within top quartile of Israeli dividend payers (5.1%). Higher than average of industry peers (1.3%). Reported Earnings • Mar 27
Full year 2020 earnings released: EPS ₪3.34 (vs ₪3.77 in FY 2019) The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ₪3.30b (down 6.5% from FY 2019). Net income: ₪311.0m (down 11% from FY 2019). Profit margin: 9.4% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Feb 15
New 90-day high: ₪35.42 The company is up 81% from its price of ₪19.57 on 17 November 2020. The Israeli market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 25% over the same period. Upcoming Dividend • Feb 10
Upcoming Dividend of ₪1.00 Per Share Will be paid on the 2nd of March to those who are registered shareholders by the 16th of February. The trailing yield of 5.9% is in the top quartile of Israeli dividend payers (5.0%), and it is higher than industry peers (1.3%). Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 16% share price gain to ₪34.97, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 16x in the Specialty Retail industry in Israel. Total returns to shareholders over the past three years are 62%.