Q2-osavuosiraportti
52 päivää sitten‧20 min
14,00 SEK/osake
Viimeisin osinko
3,27 %
Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
175
Myynti
Määrä
36
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 | - | - | ||
| 70 | - | - | ||
| 31 | - | - | ||
| 23 | - | - | ||
| 2 | - | - |
Ylin
430,6VWAP
Alin
426,2VaihtoMäärä
12,6 29 384
VWAP
Ylin
430,6Alin
426,2VaihtoMäärä
12,6 29 384
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 004 | 7 004 | 0 | 0 |
| DCAR | 22 972 | 22 972 | 0 | 22 972 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 004 | 7 004 | 0 | 0 |
| DCAR | 22 972 | 22 972 | 0 | 22 972 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 31.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 25.7. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 5.2. | |
| 2024 Q3-osavuosiraportti | 29.10.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
25.7.25.7.I'm doing some quick calcs and it seems like revenue actually increased from 7.6 to roughly 8 adjusting for the strengthening of the crown currency while it reads as a decrease to 7.4. Was lucky enough to sell part of the holding at peak and purchase lower and I think I will hold on until I see the stats showing people avoiding using loomis but while there is growth, happy to ride!
25.7.25.7.https://nordicedge.substack.com/p/loomis-ab-loomis-q2-2025-earnings Loomis delivered a solid Q2-2025 with sales at SEK 7,407m (cons. 7,418), down -3.0% YoY, weighed by FX-headwinds (-7.9% YoY) partially cushioned by strong organic growth (+3.8%) and M&A (+1.0%). While acknowledging the FX headwind, it is worth noting that revenues landed at an all-time high on a constant currency basis; something I place more value on from a longer-term valuation standpoint. EBITA landed at SEK 944m (cons. SEK 917m) for a 12.7% margin (cons. 12.4%) — supported by improvements in both (i) the US operations delivering 16.4% margin (vs. 15.2% LY) aided by mix-shift toward Automated Solutions and general efficiency gains; and (ii) the Europe & LatAm operations landing at 12.3% (vs. 11.0% LY), positively affected by headcount reductions/operating leverage (-600 FTEs vs. SPLY). On a segment level, I note that momentum is continuing within its International Values Logistics (+16.2% YoY), SafePoint/Automated Solutions (+6.2% YoY), though CIT (-9.0%) and CMS (-6.2%) landed a bit softer than I would have preferred. FCF generation was dragged by M&A and build-up in working capital. Management did not comment on the specifics related to WC, but I would expect it to be released in forthcoming quarters. Ahead of the report, Loomis announced its acquisition of KipFer-Logistik, a Swiss-based logistics company specialized in temperature-controlled transport and storage in the pharmaceutical/healthcare industry. At first glance, it looks a bit left-field but Loomis actually already has a small-scale Pharma-transport business in Switzerland (organic initiative launched in 2024). Evidently, management is aiming to position Loomis in new verticals of the high-security transport industry — something they have done before (i.e. VIT/VIS transport) and that I view favorably. I had expected Loomis to either lean more into its high-valuables logistics or something like weaponry logistics — but there is plenty of time for that to eventually happen, and management appears quite explicit about it too. “I mean, we will expand this [pharma logistics] to other countries, but at the same time, we will keep looking at other areas within the high security valuable transportation. Pharma is just one example, but there are other areas as well, and we will keep exploring those.” - Aritz Larrea, CEO (source: Q2-2025 earnings call) With a leverage ratio at quarter-end of ~1.75x — even after distributing SEK 1.16bn to shareholders and SEK ~550m in M&A — there should be sufficient firepower in the coming quarters to continue with buybacks (a new SEK 200m buyback program has just been launched) and execute on further bolt-ons. All-in, a decent quarter. The thesis remains intact.
25.7.·Another good report from Loomis, as a shareholder I thank you :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q2-osavuosiraportti
52 päivää sitten‧20 min
14,00 SEK/osake
Viimeisin osinko
3,27 %
Tuotto/v
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 25.7.25.7.I'm doing some quick calcs and it seems like revenue actually increased from 7.6 to roughly 8 adjusting for the strengthening of the crown currency while it reads as a decrease to 7.4. Was lucky enough to sell part of the holding at peak and purchase lower and I think I will hold on until I see the stats showing people avoiding using loomis but while there is growth, happy to ride!
- 25.7.25.7.https://nordicedge.substack.com/p/loomis-ab-loomis-q2-2025-earnings Loomis delivered a solid Q2-2025 with sales at SEK 7,407m (cons. 7,418), down -3.0% YoY, weighed by FX-headwinds (-7.9% YoY) partially cushioned by strong organic growth (+3.8%) and M&A (+1.0%). While acknowledging the FX headwind, it is worth noting that revenues landed at an all-time high on a constant currency basis; something I place more value on from a longer-term valuation standpoint. EBITA landed at SEK 944m (cons. SEK 917m) for a 12.7% margin (cons. 12.4%) — supported by improvements in both (i) the US operations delivering 16.4% margin (vs. 15.2% LY) aided by mix-shift toward Automated Solutions and general efficiency gains; and (ii) the Europe & LatAm operations landing at 12.3% (vs. 11.0% LY), positively affected by headcount reductions/operating leverage (-600 FTEs vs. SPLY). On a segment level, I note that momentum is continuing within its International Values Logistics (+16.2% YoY), SafePoint/Automated Solutions (+6.2% YoY), though CIT (-9.0%) and CMS (-6.2%) landed a bit softer than I would have preferred. FCF generation was dragged by M&A and build-up in working capital. Management did not comment on the specifics related to WC, but I would expect it to be released in forthcoming quarters. Ahead of the report, Loomis announced its acquisition of KipFer-Logistik, a Swiss-based logistics company specialized in temperature-controlled transport and storage in the pharmaceutical/healthcare industry. At first glance, it looks a bit left-field but Loomis actually already has a small-scale Pharma-transport business in Switzerland (organic initiative launched in 2024). Evidently, management is aiming to position Loomis in new verticals of the high-security transport industry — something they have done before (i.e. VIT/VIS transport) and that I view favorably. I had expected Loomis to either lean more into its high-valuables logistics or something like weaponry logistics — but there is plenty of time for that to eventually happen, and management appears quite explicit about it too. “I mean, we will expand this [pharma logistics] to other countries, but at the same time, we will keep looking at other areas within the high security valuable transportation. Pharma is just one example, but there are other areas as well, and we will keep exploring those.” - Aritz Larrea, CEO (source: Q2-2025 earnings call) With a leverage ratio at quarter-end of ~1.75x — even after distributing SEK 1.16bn to shareholders and SEK ~550m in M&A — there should be sufficient firepower in the coming quarters to continue with buybacks (a new SEK 200m buyback program has just been launched) and execute on further bolt-ons. All-in, a decent quarter. The thesis remains intact.
- 25.7.·Another good report from Loomis, as a shareholder I thank you :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
175
Myynti
Määrä
36
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 | - | - | ||
| 70 | - | - | ||
| 31 | - | - | ||
| 23 | - | - | ||
| 2 | - | - |
Ylin
430,6VWAP
Alin
426,2VaihtoMäärä
12,6 29 384
VWAP
Ylin
430,6Alin
426,2VaihtoMäärä
12,6 29 384
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 004 | 7 004 | 0 | 0 |
| DCAR | 22 972 | 22 972 | 0 | 22 972 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 004 | 7 004 | 0 | 0 |
| DCAR | 22 972 | 22 972 | 0 | 22 972 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 31.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 25.7. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 5.2. | |
| 2024 Q3-osavuosiraportti | 29.10.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
52 päivää sitten‧20 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 31.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 25.7. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 5.2. | |
| 2024 Q3-osavuosiraportti | 29.10.2024 |
Datan lähde: Millistream, Quartr
14,00 SEK/osake
Viimeisin osinko
3,27 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 25.7.25.7.I'm doing some quick calcs and it seems like revenue actually increased from 7.6 to roughly 8 adjusting for the strengthening of the crown currency while it reads as a decrease to 7.4. Was lucky enough to sell part of the holding at peak and purchase lower and I think I will hold on until I see the stats showing people avoiding using loomis but while there is growth, happy to ride!
- 25.7.25.7.https://nordicedge.substack.com/p/loomis-ab-loomis-q2-2025-earnings Loomis delivered a solid Q2-2025 with sales at SEK 7,407m (cons. 7,418), down -3.0% YoY, weighed by FX-headwinds (-7.9% YoY) partially cushioned by strong organic growth (+3.8%) and M&A (+1.0%). While acknowledging the FX headwind, it is worth noting that revenues landed at an all-time high on a constant currency basis; something I place more value on from a longer-term valuation standpoint. EBITA landed at SEK 944m (cons. SEK 917m) for a 12.7% margin (cons. 12.4%) — supported by improvements in both (i) the US operations delivering 16.4% margin (vs. 15.2% LY) aided by mix-shift toward Automated Solutions and general efficiency gains; and (ii) the Europe & LatAm operations landing at 12.3% (vs. 11.0% LY), positively affected by headcount reductions/operating leverage (-600 FTEs vs. SPLY). On a segment level, I note that momentum is continuing within its International Values Logistics (+16.2% YoY), SafePoint/Automated Solutions (+6.2% YoY), though CIT (-9.0%) and CMS (-6.2%) landed a bit softer than I would have preferred. FCF generation was dragged by M&A and build-up in working capital. Management did not comment on the specifics related to WC, but I would expect it to be released in forthcoming quarters. Ahead of the report, Loomis announced its acquisition of KipFer-Logistik, a Swiss-based logistics company specialized in temperature-controlled transport and storage in the pharmaceutical/healthcare industry. At first glance, it looks a bit left-field but Loomis actually already has a small-scale Pharma-transport business in Switzerland (organic initiative launched in 2024). Evidently, management is aiming to position Loomis in new verticals of the high-security transport industry — something they have done before (i.e. VIT/VIS transport) and that I view favorably. I had expected Loomis to either lean more into its high-valuables logistics or something like weaponry logistics — but there is plenty of time for that to eventually happen, and management appears quite explicit about it too. “I mean, we will expand this [pharma logistics] to other countries, but at the same time, we will keep looking at other areas within the high security valuable transportation. Pharma is just one example, but there are other areas as well, and we will keep exploring those.” - Aritz Larrea, CEO (source: Q2-2025 earnings call) With a leverage ratio at quarter-end of ~1.75x — even after distributing SEK 1.16bn to shareholders and SEK ~550m in M&A — there should be sufficient firepower in the coming quarters to continue with buybacks (a new SEK 200m buyback program has just been launched) and execute on further bolt-ons. All-in, a decent quarter. The thesis remains intact.
- 25.7.·Another good report from Loomis, as a shareholder I thank you :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
175
Myynti
Määrä
36
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 | - | - | ||
| 70 | - | - | ||
| 31 | - | - | ||
| 23 | - | - | ||
| 2 | - | - |
Ylin
430,6VWAP
Alin
426,2VaihtoMäärä
12,6 29 384
VWAP
Ylin
430,6Alin
426,2VaihtoMäärä
12,6 29 384
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 004 | 7 004 | 0 | 0 |
| DCAR | 22 972 | 22 972 | 0 | 22 972 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 004 | 7 004 | 0 | 0 |
| DCAR | 22 972 | 22 972 | 0 | 22 972 |