2025 Q4 -tulosraportti
38 päivää sitten
‧29 min
0,30 EUR/osake
Irtoamispäivä 24.4.
3,23%Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.3. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 6.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
Vuosittainen yhtiökokous 2025 24.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·5.3.Have you seen they are joining MDAX from 9/3? It is a 50 company of large companies under DAX. That might well create some demand for the stock from some ETFs that buy index companies.
5.3. · Muokattu5.3. · MuokattuI did. It is interesting indeed from that perspective. Do you know how often they reevaluate companies? And also, I believe a major part of the hype pushing them up to 12 eur was the Helsing drone deal. Has there been any news regarding that in relation between Helsing and Schaeffler when Ukraine paused Helsing drone purchasing? Or at least said they would. It appeared to me like the drop from 10 to 8 eur was due to the economic report and war i ME, and not what the outlook is with Helsing drones, but I dunno. Feels like you have to be real close to the company to understand what is real and not in these stock movements in relation to deals made/unmade.- ·3.3. · MuokattuWe A solid report but with cost for rationalization. One-off cost resulting in net loss even though there is a good operating profit and a clear improvement. EBIT +936 mill Euro before one-off cost, Interest -315 and tax -374 mill Euro. Remaining one-off cost approx 652 mill. Net loss after one-off cost -247 Mill Euro. Quite high tax compared to the profit and loss in 2025. What it depends on is uncertain. But the same problem in 2024. If we adjust for one-off loss and tax we get a profit of approx. 620 mill. before tax. Normal tax in Germany 30% = 207 mill. = remaining 413 mill. net in proforma profit 2025. One can hope that the high tax in 2024 and 2025 with loss can be adjusted in 2026 but uncertain. So probably a good profit underway in 2026 if one looks at the improvements in 2025 and corresponding improvements in 2026. The improvement was e.g. 200 mill Euro in the e-mobility segment in 2025.
·4.3.why did it get such a beating anyway?·4.3.Therefore negative result and people don't read the report. Then one has to consider that it has gone up 160%. So if it goes down 20% we'll just have to accept it. We should have done like the smart ones, sold some at the top. But I have a higher target price due to the earnings they guide about for mid-2028 and 2029 when rationalization gains from the merger will be in place as well as the new rationalizations they have already made in Germany. Additionally, they have a new factory underway in the USA. Uncertain how far along they are with it. - ·30.1. · MuokattuToday's /tonight's pre-report, see website, is in line with guidence. Looks ok and the company is improving. Sales Ebit margin and cash flow up. Positive result and Ebit estimated 1000 mill. Euro, Free cashflow 2025 is improved to 0-200 mill Euro. So I guess they have the same dividend as last year. Furthermore, guidence is maintained until 2028, a doubling of Ebit to 2000 mill. Euro, so it looks good.
·26.1.Gigantic company, but can we be sure that future development in robotics will cast something positive on this listing? There is a listing in India too - I don't know if there are other places. I can't figure it out. :)
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
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.
2025 Q4 -tulosraportti
38 päivää sitten
‧29 min
0,30 EUR/osake
Irtoamispäivä 24.4.
3,23%Tuotto/v
Uutiset
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
- ·5.3.Have you seen they are joining MDAX from 9/3? It is a 50 company of large companies under DAX. That might well create some demand for the stock from some ETFs that buy index companies.5.3. · Muokattu5.3. · MuokattuI did. It is interesting indeed from that perspective. Do you know how often they reevaluate companies? And also, I believe a major part of the hype pushing them up to 12 eur was the Helsing drone deal. Has there been any news regarding that in relation between Helsing and Schaeffler when Ukraine paused Helsing drone purchasing? Or at least said they would. It appeared to me like the drop from 10 to 8 eur was due to the economic report and war i ME, and not what the outlook is with Helsing drones, but I dunno. Feels like you have to be real close to the company to understand what is real and not in these stock movements in relation to deals made/unmade.
- ·3.3. · MuokattuWe A solid report but with cost for rationalization. One-off cost resulting in net loss even though there is a good operating profit and a clear improvement. EBIT +936 mill Euro before one-off cost, Interest -315 and tax -374 mill Euro. Remaining one-off cost approx 652 mill. Net loss after one-off cost -247 Mill Euro. Quite high tax compared to the profit and loss in 2025. What it depends on is uncertain. But the same problem in 2024. If we adjust for one-off loss and tax we get a profit of approx. 620 mill. before tax. Normal tax in Germany 30% = 207 mill. = remaining 413 mill. net in proforma profit 2025. One can hope that the high tax in 2024 and 2025 with loss can be adjusted in 2026 but uncertain. So probably a good profit underway in 2026 if one looks at the improvements in 2025 and corresponding improvements in 2026. The improvement was e.g. 200 mill Euro in the e-mobility segment in 2025.·4.3.why did it get such a beating anyway?·4.3.Therefore negative result and people don't read the report. Then one has to consider that it has gone up 160%. So if it goes down 20% we'll just have to accept it. We should have done like the smart ones, sold some at the top. But I have a higher target price due to the earnings they guide about for mid-2028 and 2029 when rationalization gains from the merger will be in place as well as the new rationalizations they have already made in Germany. Additionally, they have a new factory underway in the USA. Uncertain how far along they are with it.
- ·30.1. · MuokattuToday's /tonight's pre-report, see website, is in line with guidence. Looks ok and the company is improving. Sales Ebit margin and cash flow up. Positive result and Ebit estimated 1000 mill. Euro, Free cashflow 2025 is improved to 0-200 mill Euro. So I guess they have the same dividend as last year. Furthermore, guidence is maintained until 2028, a doubling of Ebit to 2000 mill. Euro, so it looks good.
- ·26.1.Gigantic company, but can we be sure that future development in robotics will cast something positive on this listing? There is a listing in India too - I don't know if there are other places. I can't figure it out. :)
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.3. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 6.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
Vuosittainen yhtiökokous 2025 24.4.2025 |
2025 Q4 -tulosraportti
38 päivää sitten
‧29 min
Uutiset
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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.3. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 6.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
Vuosittainen yhtiökokous 2025 24.4.2025 |
0,30 EUR/osake
Irtoamispäivä 24.4.
3,23%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5.3.Have you seen they are joining MDAX from 9/3? It is a 50 company of large companies under DAX. That might well create some demand for the stock from some ETFs that buy index companies.5.3. · Muokattu5.3. · MuokattuI did. It is interesting indeed from that perspective. Do you know how often they reevaluate companies? And also, I believe a major part of the hype pushing them up to 12 eur was the Helsing drone deal. Has there been any news regarding that in relation between Helsing and Schaeffler when Ukraine paused Helsing drone purchasing? Or at least said they would. It appeared to me like the drop from 10 to 8 eur was due to the economic report and war i ME, and not what the outlook is with Helsing drones, but I dunno. Feels like you have to be real close to the company to understand what is real and not in these stock movements in relation to deals made/unmade.
- ·3.3. · MuokattuWe A solid report but with cost for rationalization. One-off cost resulting in net loss even though there is a good operating profit and a clear improvement. EBIT +936 mill Euro before one-off cost, Interest -315 and tax -374 mill Euro. Remaining one-off cost approx 652 mill. Net loss after one-off cost -247 Mill Euro. Quite high tax compared to the profit and loss in 2025. What it depends on is uncertain. But the same problem in 2024. If we adjust for one-off loss and tax we get a profit of approx. 620 mill. before tax. Normal tax in Germany 30% = 207 mill. = remaining 413 mill. net in proforma profit 2025. One can hope that the high tax in 2024 and 2025 with loss can be adjusted in 2026 but uncertain. So probably a good profit underway in 2026 if one looks at the improvements in 2025 and corresponding improvements in 2026. The improvement was e.g. 200 mill Euro in the e-mobility segment in 2025.·4.3.why did it get such a beating anyway?·4.3.Therefore negative result and people don't read the report. Then one has to consider that it has gone up 160%. So if it goes down 20% we'll just have to accept it. We should have done like the smart ones, sold some at the top. But I have a higher target price due to the earnings they guide about for mid-2028 and 2029 when rationalization gains from the merger will be in place as well as the new rationalizations they have already made in Germany. Additionally, they have a new factory underway in the USA. Uncertain how far along they are with it.
- ·30.1. · MuokattuToday's /tonight's pre-report, see website, is in line with guidence. Looks ok and the company is improving. Sales Ebit margin and cash flow up. Positive result and Ebit estimated 1000 mill. Euro, Free cashflow 2025 is improved to 0-200 mill Euro. So I guess they have the same dividend as last year. Furthermore, guidence is maintained until 2028, a doubling of Ebit to 2000 mill. Euro, so it looks good.
- ·26.1.Gigantic company, but can we be sure that future development in robotics will cast something positive on this listing? There is a listing in India too - I don't know if there are other places. I can't figure it out. :)
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt