Q3-osavuosiraportti
11 päivää sitten‧1 t 40 min
2,00 EUR/osake
Viimeisin osinko
1,26 %
Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
161VWAP
Alin
156,85VaihtoMäärä
77 487 463
VWAP
Ylin
161Alin
156,85VaihtoMäärä
77 487 463
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 29.10. | |
| 2025 Q2-osavuosiraportti | 30.7. | |
| 2025 Yhtiökokous | 15.5. | |
| 2025 Q1-osavuosiraportti | 29.4. | |
| 2024 Q4-osavuosiraportti | 5.3. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenJust jerseys look like they will be a good chunk of money for adidas:-) ⚽️ Effect of Champions League and title advancement When teams like Real Madrid, Liverpool or Bayern go far in CL, sales increase significantly (fans buy updated jerseys, limited editions, and playoff prints). Event Extra volume increase Extra revenue (M€) Gross profit (M€) Advancement to quarter-finals +5 % +65 +35 Final spot +10–15 % +130–200 +70–110 Title win (e.g. Real Madrid) +20–25 % +250–330 +130–180 💥 So if e.g. Real Madrid and Liverpool both go to the final, Adidas can increase jersey sales by up to 300–400 M€ in extra revenue — which corresponds to: 👉 +2.5–3 % on Adidas Group’s total annual revenue 👉 +0.3–0.4 € at EPS level (which can easily justify 10–15 € up on the share price) 🧩 Combined effect: a real “perfect storm” year Olympics & European Football Championship increase total jersey sales by ~10–12 %. Champions League successes for Adidas clubs can contribute an additional 5–6 %. Total ≈ 1.5–1.6 bn € in jersey revenues with 850 M€ gross profit → corresponds to ~10 % of Adidas' total gross profit.- ·2 päivää sittenLooks damn good for the future! Nice that we are in at the beginning of the journey towards 300E 💬 “People think Adidas is slow retail — but look at the numbers…” +17 % sales growth in the last 12 months within the “Performance” segment (training, running, ski/outdoor). Gross margin up 3.2 percentage points in one year – despite currency and tariff pressure. Free cash flow margin: +8 %, highest in five years. Inventory down −22 % YoY → supply chain back to pre-pandemic level. Earnings per share +22 % last year, without the help of one-off effects. The Milan-Cortina 2026 Olympics are expected to generate over 1 billion € in sports and outdoor sales (Adidas main partner in several teams). The stock has pulled back −20 % since its peak this spring, but the company is +45 % since the Q3 2023 bottom — a classic “coiled spring”. Adidas now trades at P/E ≈ 19 versus Nike ≈ 29 → 35 % discount on the same earnings growth. Trump tariffs: if the Supreme Court overturns them → Adidas earnings boost of an estimated +3 % EPS directly. Just 1 % higher margin = +150 million € in extra profit.
·4.11.Since May 2023, Adidas' share price has not been this low, and besides the horror period in 2022 (which we'd rather not revisit), we have to go all the way back to 2017 to find it at 157 euro. My hope, however, is that they will recover at some point, as Adidas will probably have continuous upturns given how big a player they are within their product lines.
·4.11.Today I will update on Adidas... In the New York and New Jersey music scene, people talk about Bruce Springsteen being the king of the Jersey Shore while Billy Joel is the king of Long Island. The battle over who will be the emperor of Manhattan is still ongoing. Even if Billy Joel might be a bit bigger there right now.... In the sports world, people talk a bit similarly about Adidas and Nike. Nike is king in the USA and Adidas is king in Europe, while the battle for Asia is still ongoing. Nike is king in American sports while Adidas is king in football. The Swedish national team - both on the men's and women's side - is sponsored by Adidas. Mikaela Shiffrin and Frida Karlsson are also sponsored by Adidas. Bayern Munchen is partially owned by Adidas, I think. Brief background on Adidas It was founded in Germany in 1949. I remember how proud I was when I got my first Adidas football boots 48 years ago.... Frank Beckenbauer and Germany wore Adidas just under 50 years ago and the German national team still wears Adidas... Adidas today has three product segments - Sports shoes, apparel, and other. Adidas financials: In 2024, they reported revenue of 23.7 billion euros and a profit of 734 billion euros. At that time, they had failed a launch and had large one-off costs. For the first nine months of 2025, they reported revenue of 18.73 billion euros and a profit of 1.89 billion euros. The company itself estimates that the full-year 2025 profit will be around 2 billion euros. Adidas on the stock market Right now, at the time of writing, Adidas is trading at 158.70 euros. At its highest this year, Adidas has traded at just over 263 euros and is now trading near its yearly low. The total market capitalization is 28.57 billion euros. The dividend was 2 euros per share, which means a dividend yield of 1.26 percent. If this year's profit becomes 2 billion euros, then the P/E is 14.26. My comment In my eyes, it looked like Adidas came with a strong report last week. The market doesn't agree with me. Next year there is also the European Handball Championship, the Winter Olympics in Milan, the Football World Cup in the USA - probably without Sweden plus all Marathons and half marathons around the world. Plus all young people who want the same equipment as their idols... I believe in Adidas!! The big competitor Nike is currently trading with a P/E of just under 21. For transparency's sake, I bought some Adidas today.
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.
Q3-osavuosiraportti
11 päivää sitten‧1 t 40 min
2,00 EUR/osake
Viimeisin osinko
1,26 %
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
- ·2 päivää sittenJust jerseys look like they will be a good chunk of money for adidas:-) ⚽️ Effect of Champions League and title advancement When teams like Real Madrid, Liverpool or Bayern go far in CL, sales increase significantly (fans buy updated jerseys, limited editions, and playoff prints). Event Extra volume increase Extra revenue (M€) Gross profit (M€) Advancement to quarter-finals +5 % +65 +35 Final spot +10–15 % +130–200 +70–110 Title win (e.g. Real Madrid) +20–25 % +250–330 +130–180 💥 So if e.g. Real Madrid and Liverpool both go to the final, Adidas can increase jersey sales by up to 300–400 M€ in extra revenue — which corresponds to: 👉 +2.5–3 % on Adidas Group’s total annual revenue 👉 +0.3–0.4 € at EPS level (which can easily justify 10–15 € up on the share price) 🧩 Combined effect: a real “perfect storm” year Olympics & European Football Championship increase total jersey sales by ~10–12 %. Champions League successes for Adidas clubs can contribute an additional 5–6 %. Total ≈ 1.5–1.6 bn € in jersey revenues with 850 M€ gross profit → corresponds to ~10 % of Adidas' total gross profit.
- ·2 päivää sittenLooks damn good for the future! Nice that we are in at the beginning of the journey towards 300E 💬 “People think Adidas is slow retail — but look at the numbers…” +17 % sales growth in the last 12 months within the “Performance” segment (training, running, ski/outdoor). Gross margin up 3.2 percentage points in one year – despite currency and tariff pressure. Free cash flow margin: +8 %, highest in five years. Inventory down −22 % YoY → supply chain back to pre-pandemic level. Earnings per share +22 % last year, without the help of one-off effects. The Milan-Cortina 2026 Olympics are expected to generate over 1 billion € in sports and outdoor sales (Adidas main partner in several teams). The stock has pulled back −20 % since its peak this spring, but the company is +45 % since the Q3 2023 bottom — a classic “coiled spring”. Adidas now trades at P/E ≈ 19 versus Nike ≈ 29 → 35 % discount on the same earnings growth. Trump tariffs: if the Supreme Court overturns them → Adidas earnings boost of an estimated +3 % EPS directly. Just 1 % higher margin = +150 million € in extra profit.
- ·4.11.Since May 2023, Adidas' share price has not been this low, and besides the horror period in 2022 (which we'd rather not revisit), we have to go all the way back to 2017 to find it at 157 euro. My hope, however, is that they will recover at some point, as Adidas will probably have continuous upturns given how big a player they are within their product lines.
- ·4.11.Today I will update on Adidas... In the New York and New Jersey music scene, people talk about Bruce Springsteen being the king of the Jersey Shore while Billy Joel is the king of Long Island. The battle over who will be the emperor of Manhattan is still ongoing. Even if Billy Joel might be a bit bigger there right now.... In the sports world, people talk a bit similarly about Adidas and Nike. Nike is king in the USA and Adidas is king in Europe, while the battle for Asia is still ongoing. Nike is king in American sports while Adidas is king in football. The Swedish national team - both on the men's and women's side - is sponsored by Adidas. Mikaela Shiffrin and Frida Karlsson are also sponsored by Adidas. Bayern Munchen is partially owned by Adidas, I think. Brief background on Adidas It was founded in Germany in 1949. I remember how proud I was when I got my first Adidas football boots 48 years ago.... Frank Beckenbauer and Germany wore Adidas just under 50 years ago and the German national team still wears Adidas... Adidas today has three product segments - Sports shoes, apparel, and other. Adidas financials: In 2024, they reported revenue of 23.7 billion euros and a profit of 734 billion euros. At that time, they had failed a launch and had large one-off costs. For the first nine months of 2025, they reported revenue of 18.73 billion euros and a profit of 1.89 billion euros. The company itself estimates that the full-year 2025 profit will be around 2 billion euros. Adidas on the stock market Right now, at the time of writing, Adidas is trading at 158.70 euros. At its highest this year, Adidas has traded at just over 263 euros and is now trading near its yearly low. The total market capitalization is 28.57 billion euros. The dividend was 2 euros per share, which means a dividend yield of 1.26 percent. If this year's profit becomes 2 billion euros, then the P/E is 14.26. My comment In my eyes, it looked like Adidas came with a strong report last week. The market doesn't agree with me. Next year there is also the European Handball Championship, the Winter Olympics in Milan, the Football World Cup in the USA - probably without Sweden plus all Marathons and half marathons around the world. Plus all young people who want the same equipment as their idols... I believe in Adidas!! The big competitor Nike is currently trading with a P/E of just under 21. For transparency's sake, I bought some Adidas today.
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
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
161VWAP
Alin
156,85VaihtoMäärä
77 487 463
VWAP
Ylin
161Alin
156,85VaihtoMäärä
77 487 463
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 29.10. | |
| 2025 Q2-osavuosiraportti | 30.7. | |
| 2025 Yhtiökokous | 15.5. | |
| 2025 Q1-osavuosiraportti | 29.4. | |
| 2024 Q4-osavuosiraportti | 5.3. |
Datan lähde: Morningstar, Quartr
Q3-osavuosiraportti
11 päivää sitten‧1 t 40 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 | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 29.10. | |
| 2025 Q2-osavuosiraportti | 30.7. | |
| 2025 Yhtiökokous | 15.5. | |
| 2025 Q1-osavuosiraportti | 29.4. | |
| 2024 Q4-osavuosiraportti | 5.3. |
Datan lähde: Morningstar, Quartr
2,00 EUR/osake
Viimeisin osinko
1,26 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenJust jerseys look like they will be a good chunk of money for adidas:-) ⚽️ Effect of Champions League and title advancement When teams like Real Madrid, Liverpool or Bayern go far in CL, sales increase significantly (fans buy updated jerseys, limited editions, and playoff prints). Event Extra volume increase Extra revenue (M€) Gross profit (M€) Advancement to quarter-finals +5 % +65 +35 Final spot +10–15 % +130–200 +70–110 Title win (e.g. Real Madrid) +20–25 % +250–330 +130–180 💥 So if e.g. Real Madrid and Liverpool both go to the final, Adidas can increase jersey sales by up to 300–400 M€ in extra revenue — which corresponds to: 👉 +2.5–3 % on Adidas Group’s total annual revenue 👉 +0.3–0.4 € at EPS level (which can easily justify 10–15 € up on the share price) 🧩 Combined effect: a real “perfect storm” year Olympics & European Football Championship increase total jersey sales by ~10–12 %. Champions League successes for Adidas clubs can contribute an additional 5–6 %. Total ≈ 1.5–1.6 bn € in jersey revenues with 850 M€ gross profit → corresponds to ~10 % of Adidas' total gross profit.
- ·2 päivää sittenLooks damn good for the future! Nice that we are in at the beginning of the journey towards 300E 💬 “People think Adidas is slow retail — but look at the numbers…” +17 % sales growth in the last 12 months within the “Performance” segment (training, running, ski/outdoor). Gross margin up 3.2 percentage points in one year – despite currency and tariff pressure. Free cash flow margin: +8 %, highest in five years. Inventory down −22 % YoY → supply chain back to pre-pandemic level. Earnings per share +22 % last year, without the help of one-off effects. The Milan-Cortina 2026 Olympics are expected to generate over 1 billion € in sports and outdoor sales (Adidas main partner in several teams). The stock has pulled back −20 % since its peak this spring, but the company is +45 % since the Q3 2023 bottom — a classic “coiled spring”. Adidas now trades at P/E ≈ 19 versus Nike ≈ 29 → 35 % discount on the same earnings growth. Trump tariffs: if the Supreme Court overturns them → Adidas earnings boost of an estimated +3 % EPS directly. Just 1 % higher margin = +150 million € in extra profit.
- ·4.11.Since May 2023, Adidas' share price has not been this low, and besides the horror period in 2022 (which we'd rather not revisit), we have to go all the way back to 2017 to find it at 157 euro. My hope, however, is that they will recover at some point, as Adidas will probably have continuous upturns given how big a player they are within their product lines.
- ·4.11.Today I will update on Adidas... In the New York and New Jersey music scene, people talk about Bruce Springsteen being the king of the Jersey Shore while Billy Joel is the king of Long Island. The battle over who will be the emperor of Manhattan is still ongoing. Even if Billy Joel might be a bit bigger there right now.... In the sports world, people talk a bit similarly about Adidas and Nike. Nike is king in the USA and Adidas is king in Europe, while the battle for Asia is still ongoing. Nike is king in American sports while Adidas is king in football. The Swedish national team - both on the men's and women's side - is sponsored by Adidas. Mikaela Shiffrin and Frida Karlsson are also sponsored by Adidas. Bayern Munchen is partially owned by Adidas, I think. Brief background on Adidas It was founded in Germany in 1949. I remember how proud I was when I got my first Adidas football boots 48 years ago.... Frank Beckenbauer and Germany wore Adidas just under 50 years ago and the German national team still wears Adidas... Adidas today has three product segments - Sports shoes, apparel, and other. Adidas financials: In 2024, they reported revenue of 23.7 billion euros and a profit of 734 billion euros. At that time, they had failed a launch and had large one-off costs. For the first nine months of 2025, they reported revenue of 18.73 billion euros and a profit of 1.89 billion euros. The company itself estimates that the full-year 2025 profit will be around 2 billion euros. Adidas on the stock market Right now, at the time of writing, Adidas is trading at 158.70 euros. At its highest this year, Adidas has traded at just over 263 euros and is now trading near its yearly low. The total market capitalization is 28.57 billion euros. The dividend was 2 euros per share, which means a dividend yield of 1.26 percent. If this year's profit becomes 2 billion euros, then the P/E is 14.26. My comment In my eyes, it looked like Adidas came with a strong report last week. The market doesn't agree with me. Next year there is also the European Handball Championship, the Winter Olympics in Milan, the Football World Cup in the USA - probably without Sweden plus all Marathons and half marathons around the world. Plus all young people who want the same equipment as their idols... I believe in Adidas!! The big competitor Nike is currently trading with a P/E of just under 21. For transparency's sake, I bought some Adidas today.
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
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
161VWAP
Alin
156,85VaihtoMäärä
77 487 463
VWAP
Ylin
161Alin
156,85VaihtoMäärä
77 487 463
Välittäjätilasto
Dataa ei löytynyt