Q3-osavuosiraportti
UUTTA
7 päivää sitten‧40 min
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
2 244
Myynti
Määrä
2 322
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 42 | - | - | ||
| 71 | - | - | ||
| 34 | - | - | ||
| 111 | - | - | ||
| 2 | - | - |
Ylin
97,7VWAP
Alin
95,5VaihtoMäärä
2,6 27 196
VWAP
Ylin
97,7Alin
95,5VaihtoMäärä
2,6 27 196
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 658 | 2 658 | 0 | 2 658 |
| Anonyymi | 24 538 | 24 538 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 658 | 2 658 | 0 | 2 658 |
| Anonyymi | 24 538 | 24 538 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 19.3. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sitten · MuokattuFollow-up on Q3: Generally, it would be fair to call Q3 a messy quarter. The reason for this is that there were an extraordinarily large number of extraordinary costs of EUR 47 mio. in the quarter. This includes the shutdown of production in US and relocation to e.g. Mexico, general layoffs and phasing out of unprofitable products and write-downs on inventories of these products. All in all, measures that in my book point positively forward. This year, it can be seen that the number of employees has been net reduced by 253 and y/y since the end of September by 296, corresponding to a good 6%. This is despite the fact that a number of people have been hired in sales and service functions. The narrowing of the top line was not surprising to me, and they maintained the EBITDA margin. It was clear that costs are now starting to come down noticeably. This will be further strengthened in Q4 25 and by Q1 2026 as people resign. My guess is that by the turn of the year 2025, they will have reduced a net 400 positions. On the revenue side, it was particularly positive to see that organic growth was 9.1% in Americas (US) after many quarters of decline. All in all, I think the quarter showed many positive things that point forward, and 2026 will show a significantly stronger Nilfisk with significant earnings improvement. I believe the current share price level is far too low compared to the strong progress that is expected in Q4 and 2026. Furthermore, they say on the CC that going forward there will be very few extraordinary costs. The major cleanup work has thus been done.
·4 t sittenI also listened to the conference call, but I didn't think they sounded quite as confident as before. They talked a lot about how the lockdown in the USA has contributed to it being very difficult to say anything about growth in the coming month. It was very positive that the restructuring seems to be progressing. They talked about how moving production of some of the larger cleaning machines from the USA to Mexico will save them 50 mio kr per year, but they didn't mention that tariffs will now be imposed on these machines. I assume most are sold to the USA. Furthermore, I could see their net debt had increased from 1.8 net debt/ebitda to 2.5. I thought that sounded like a significant increase, but there was no other explanation than it had to do with working capital. As you write, a mixed quarter. However, I think the decline over the last month reflects this, so I still believe there is good value for money in the stock. I have even added a bit on the dip after the earnings report.
·20.11.What do we say about the financial report?·20.11.I think it looks like an acceptable financial report given that Nilfisk is struggling with tariff barriers and a weak market at the same time as they are undergoing some significant corporate restructurings. This also makes the financial report a bit difficult to read as there are both large one-off costs and write-downs which affect the bottom line.
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
UUTTA
7 päivää sitten‧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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten · MuokattuFollow-up on Q3: Generally, it would be fair to call Q3 a messy quarter. The reason for this is that there were an extraordinarily large number of extraordinary costs of EUR 47 mio. in the quarter. This includes the shutdown of production in US and relocation to e.g. Mexico, general layoffs and phasing out of unprofitable products and write-downs on inventories of these products. All in all, measures that in my book point positively forward. This year, it can be seen that the number of employees has been net reduced by 253 and y/y since the end of September by 296, corresponding to a good 6%. This is despite the fact that a number of people have been hired in sales and service functions. The narrowing of the top line was not surprising to me, and they maintained the EBITDA margin. It was clear that costs are now starting to come down noticeably. This will be further strengthened in Q4 25 and by Q1 2026 as people resign. My guess is that by the turn of the year 2025, they will have reduced a net 400 positions. On the revenue side, it was particularly positive to see that organic growth was 9.1% in Americas (US) after many quarters of decline. All in all, I think the quarter showed many positive things that point forward, and 2026 will show a significantly stronger Nilfisk with significant earnings improvement. I believe the current share price level is far too low compared to the strong progress that is expected in Q4 and 2026. Furthermore, they say on the CC that going forward there will be very few extraordinary costs. The major cleanup work has thus been done.·4 t sittenI also listened to the conference call, but I didn't think they sounded quite as confident as before. They talked a lot about how the lockdown in the USA has contributed to it being very difficult to say anything about growth in the coming month. It was very positive that the restructuring seems to be progressing. They talked about how moving production of some of the larger cleaning machines from the USA to Mexico will save them 50 mio kr per year, but they didn't mention that tariffs will now be imposed on these machines. I assume most are sold to the USA. Furthermore, I could see their net debt had increased from 1.8 net debt/ebitda to 2.5. I thought that sounded like a significant increase, but there was no other explanation than it had to do with working capital. As you write, a mixed quarter. However, I think the decline over the last month reflects this, so I still believe there is good value for money in the stock. I have even added a bit on the dip after the earnings report.
- ·20.11.What do we say about the financial report?·20.11.I think it looks like an acceptable financial report given that Nilfisk is struggling with tariff barriers and a weak market at the same time as they are undergoing some significant corporate restructurings. This also makes the financial report a bit difficult to read as there are both large one-off costs and write-downs which affect the bottom line.
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 Copenhagen
Määrä
Osto
2 244
Myynti
Määrä
2 322
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 42 | - | - | ||
| 71 | - | - | ||
| 34 | - | - | ||
| 111 | - | - | ||
| 2 | - | - |
Ylin
97,7VWAP
Alin
95,5VaihtoMäärä
2,6 27 196
VWAP
Ylin
97,7Alin
95,5VaihtoMäärä
2,6 27 196
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 658 | 2 658 | 0 | 2 658 |
| Anonyymi | 24 538 | 24 538 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 658 | 2 658 | 0 | 2 658 |
| Anonyymi | 24 538 | 24 538 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 19.3. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
UUTTA
7 päivää sitten‧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 | 20.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 19.3. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten · MuokattuFollow-up on Q3: Generally, it would be fair to call Q3 a messy quarter. The reason for this is that there were an extraordinarily large number of extraordinary costs of EUR 47 mio. in the quarter. This includes the shutdown of production in US and relocation to e.g. Mexico, general layoffs and phasing out of unprofitable products and write-downs on inventories of these products. All in all, measures that in my book point positively forward. This year, it can be seen that the number of employees has been net reduced by 253 and y/y since the end of September by 296, corresponding to a good 6%. This is despite the fact that a number of people have been hired in sales and service functions. The narrowing of the top line was not surprising to me, and they maintained the EBITDA margin. It was clear that costs are now starting to come down noticeably. This will be further strengthened in Q4 25 and by Q1 2026 as people resign. My guess is that by the turn of the year 2025, they will have reduced a net 400 positions. On the revenue side, it was particularly positive to see that organic growth was 9.1% in Americas (US) after many quarters of decline. All in all, I think the quarter showed many positive things that point forward, and 2026 will show a significantly stronger Nilfisk with significant earnings improvement. I believe the current share price level is far too low compared to the strong progress that is expected in Q4 and 2026. Furthermore, they say on the CC that going forward there will be very few extraordinary costs. The major cleanup work has thus been done.·4 t sittenI also listened to the conference call, but I didn't think they sounded quite as confident as before. They talked a lot about how the lockdown in the USA has contributed to it being very difficult to say anything about growth in the coming month. It was very positive that the restructuring seems to be progressing. They talked about how moving production of some of the larger cleaning machines from the USA to Mexico will save them 50 mio kr per year, but they didn't mention that tariffs will now be imposed on these machines. I assume most are sold to the USA. Furthermore, I could see their net debt had increased from 1.8 net debt/ebitda to 2.5. I thought that sounded like a significant increase, but there was no other explanation than it had to do with working capital. As you write, a mixed quarter. However, I think the decline over the last month reflects this, so I still believe there is good value for money in the stock. I have even added a bit on the dip after the earnings report.
- ·20.11.What do we say about the financial report?·20.11.I think it looks like an acceptable financial report given that Nilfisk is struggling with tariff barriers and a weak market at the same time as they are undergoing some significant corporate restructurings. This also makes the financial report a bit difficult to read as there are both large one-off costs and write-downs which affect the bottom line.
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 Copenhagen
Määrä
Osto
2 244
Myynti
Määrä
2 322
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 42 | - | - | ||
| 71 | - | - | ||
| 34 | - | - | ||
| 111 | - | - | ||
| 2 | - | - |
Ylin
97,7VWAP
Alin
95,5VaihtoMäärä
2,6 27 196
VWAP
Ylin
97,7Alin
95,5VaihtoMäärä
2,6 27 196
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 658 | 2 658 | 0 | 2 658 |
| Anonyymi | 24 538 | 24 538 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 658 | 2 658 | 0 | 2 658 |
| Anonyymi | 24 538 | 24 538 | 0 | 0 |