Bilfinger SE (DE0005909006)
 

91,10 EUR

Stand (close): 22.08.25

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20.08.25 04:45:58 Es könnte ein paar Lichtblicke in Bilfinger\'s Zahlen geben.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here’s a 400-word summary of the text, followed by a German translation: **Summary (English)** Bilfinger SE (ETR:GBF) is showing solid financial performance, despite seemingly "soft" earnings. The key takeaway is a significantly positive accrual ratio – a measure of how well free cash flow aligns with reported profits. In the twelve months ending June 2025, Bilfinger recorded a negative accrual ratio of -0.11, meaning free cash flow substantially exceeded reported profit (€293m vs. €185.7m). This indicates strong cash conversion and suggests Bilfinger’s reported profits may underestimate its true earning potential. Analysts are forecasting strong earnings growth, adding to the positive outlook. The company’s robust free cash flow and growth potential are generating excitement among shareholders. However, the article emphasizes the importance of considering broader factors when evaluating a stock. It encourages investors to look beyond this single data point and encourages further investigation, suggesting metrics like Return on Equity (ROE) are also relevant. The article also highlights a potential risk – the warning sign identified regarding Bilfinger. While the simple accrual ratio offers a valuable insight, investors should be aware of other pertinent factors before making investment decisions. The article is presented as general commentary based on historical data and analyst forecasts, explicitly stating that it’s *not* financial advice and shouldn’t be used as a basis for investment decisions. The information is intended to provide a long-term focused analysis. **German Translation** **Bilfinger: Eine Analyse der Gewinnverhältnisse – Investieren Sie strategisch** Bilfinger SE (ETR:GBF) zeigt trotz vermeintlich “weichen” Gewinnen solide finanzielle Ergebnisse. Der wichtigste Punkt ist ein deutlich positives Gewinnaufwahlratios – ein Maß für die Übereinstimmung von Free Cash Flow und ausgewiesenen Gewinnen. Für den Zeitraum bis Juni 2025 wies Bilfinger eine Gewinnaufwahlratios von -0,11 auf, was bedeutet, dass der Free Cash Flow deutlich über den ausgewiesenen Gewinnen lag (€293 Mio. gegenüber €185,7 Mio.). Dies deutet auf eine gute Liquiditätsentwicklung hin und legt nahe, dass die ausgewiesenen Gewinne das tatsächliche Gewinnpotenzial des Unternehmens möglicherweise unterschätzen. Analysten prognostizieren weiterhin starke Gewinnwachstumsraten, was die positive Stimmung unter den Aktionären weiter befeuert. Das Unternehmen weist aufgrund seines robusten Free Cash Flows und seines Wachstumspotenzials vielversprechende Zahlen auf. Dennoch rät der Artikel dazu, bei der Bewertung eines Unternehmens zusätzliche Faktoren zu berücksichtigen. Es wird empfohlen, sich nicht nur auf diesen einzelnen Datenpunkt zu konzentrieren, sondern auch andere Kennzahlen wie die Eigenkapitalrendite (ROE) zu prüfen. Der Artikel weist zudem auf ein potenzielles Risiko hin: die identifizierte Warnung bezüglich Bilfinger. Obwohl die Gewinnaufwahlratios wertvolle Einblicke bietet, sollten Investoren vor einer Entscheidung ihre Ziele und ihre finanzielle Situation berücksichtigen. Dieser Artikel von Simply Wall St ist allgemeiner Natur. Wir bieten Kommentare auf Basis historischer Daten und Analystenprognosen unter Verwendung einer unvoreingenommenen Methodik. Die Artikel dienen nicht als Finanzberatung und stellen keine Empfehlung zum Kauf oder Verkauf von Aktien dar und berücksichtigen Ihre Ziele oder Ihre finanzielle Situation. Wir möchten Ihnen langfristig ausgerichtete Analysen mit fundamentalen Daten bieten. Bitte beachten Sie, dass unsere Analyse möglicherweise nicht die neuesten preisempfindlichen Unternehmensankündigungen oder qualitative Informationen berücksichtigt. Simply Wall St hält keine Positionen in den genannten Aktien.
06.08.25 09:01:23 Sind starke finanzielle Aspekte der Kraft, die das Momentum in Bilfinger SE ETR:GBF) Stock?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Entdecken Sie Bilfingers Fair Values aus der Gemeinschaft und wählen Sie Ihre Die meisten Leser würden sich bereits bewusst sein, dass Bilfingers (ETR:GBF) Aktien in den letzten drei Monaten deutlich um 24 % stiegen. Da der Markt langfristig starke Finanzen belohnt, fragen wir uns, ob dies in diesem Fall der Fall ist. Vor allem werden wir heute auf Bilfingers ROE aufmerksam machen. Return on Equity oder ROE ist ein Test, wie effektiv ein Unternehmen seinen Wert und das Geld der Investoren steigern. Ein weiterer Weg, es zeigt den Erfolg des Unternehmens bei der Umwandlung von Anteilseigner-Investitionen in Gewinne. Wir haben 21 US-Bestände gefunden, die prognostiziert werden, eine Dividendenrendite von über 6% im nächsten Jahr zu zahlen. Sehen Sie die vollständige Liste kostenlos. Wie berechnen Sie Return on Equity? Die Formel für die Eigenkapitalrendite lautet: Eigenkapitalrendite = Nettogewinn (aus fortgeführten Geschäften) ÷ Eigenkapital der Aktionäre Der ROE für Bilfinger ist also basierend auf der obigen Formel: 14% = 192 Mio. € ÷ 1,3b (basierend auf den folgenden zwölf Monaten bis März 2025). Der "Rückgang" ist das Ergebnis, das das Unternehmen im letzten Jahr verdient hat. Das bedeutet also, dass das Unternehmen für jeden 1 Euro seiner Investitionen einen Gewinn von 0,14 € erwirtschaftet. Unsere neueste Analyse für Bilfinger anzeigen Warum ist ROE wichtig für Ergebniswachstum? Wir haben bereits festgestellt, dass ROE als effizientes Ergebniszeugnis für das zukünftige Ergebnis eines Unternehmens dient. Je nachdem, wie viel von diesen Gewinnen das Unternehmen reinvestiert oder "enthält", und wie effektiv es tut, können wir dann das Ergebniswachstumspotenzial eines Unternehmens bewerten. Im Allgemeinen haben andere Dinge, die gleich sind, Unternehmen mit einer hohen Eigenkapitalrendite und Gewinnrückhaltung, eine höhere Wachstumsrate als Unternehmen, die diese Attribute nicht teilen. A Side By Side Vergleich von Bilfingers Ergebnis Wachstum und 14% ROE Zunächst scheint Bilfinger einen respektablen ROE zu haben. Und beim Vergleich mit der Industrie haben wir festgestellt, dass die durchschnittliche Industrie ROE bei 14 % ähnlich ist. Damit lag die Wahrscheinlichkeit für das beeindruckende Nettoeinkommenswachstum von 26% in den letzten fünf Jahren von Bilfinger. Es könnten aber auch andere Fahrer hinter diesem Wachstum sein. Zum Beispiel hat das Unternehmen eine geringe Auszahlungsquote oder wird effizient verwaltet. Als nächstes haben wir festgestellt, dass das Wachstum von Bilfinger im Vergleich zum durchschnittlichen Branchenwachstum von 18 % im gleichen Zeitraum sehr hoch ist, was sehr gut zu sehen ist. XTRA:GBF Vergangenes Ergebnis Wachstum 6. August 2025 Das Ergebniswachstum ist eine wichtige Metrik, um bei der Bewertung eines Bestands zu berücksichtigen. Der Investor sollte versuchen, festzustellen, ob das erwartete Wachstum oder der Rückgang des Einkommens, je nachdem, was der Fall sein kann, in Preis ist. Damit haben sie eine Idee, ob der Bestand in klare blaue Gewässer geleitet wird oder ob schwammige Gewässer erwarten. Ein guter Indikator für das erwartete Ergebniswachstum ist das P/E-Verhältnis, das den Preis festlegt, den der Markt bereit ist, für einen Bestand auf Basis seiner Ergebnisaussichten zu zahlen. Sie können also überprüfen, ob Bilfinger auf einem hohen P/E oder einem niedrigen P/E gehandelt hat, bezogen auf seine Branche. Geschichte geht weiter Ist Bilfinger effizient reinvestiert seine Gewinne? Bilfingers dreijähriges Median Auszahlungsverhältnis ist ein ziemlich moderates 44%, was bedeutet, dass das Unternehmen 56% seines Einkommens behält. Durch das Aussehen der Dividende ist die Dividende gut abgedeckt und Bilfinger reinvestiert ihre Gewinne effizient, wie durch ihr außergewöhnliches Wachstum, das wir oben diskutiert. Darüber hinaus ist Bilfinger entschlossen, seine Gewinne mit Aktionären zu teilen, die wir von seiner langen Geschichte der Zahlung einer Dividende für mindestens zehn Jahre abziehen. Nach dem Studium der neuesten Konsensdaten der Analysten haben wir festgestellt, dass das Unternehmen voraussichtlich in den nächsten drei Jahren rund 49 % seiner Gewinne auszahlen wird. Daher wird auch der zukünftige ROE des Unternehmens nicht erwartet, dass sich mit Analysten, die einen ROE von 16% vorhersagen, viel ändern wird. Schlussfolgerung Insgesamt haben wir das Gefühl, dass Bilfingers Leistung ziemlich gut war. Insbesondere, wir mögen, dass das Unternehmen reinvestiert ein riesiges Stück seiner Gewinne mit einer hohen Rendite. Dies hat das Unternehmen selbstverständlich zu einem erheblichen Ergebniswachstum geführt. Das Ergebniswachstum des Unternehmens wird sich, wie in den aktuellen Analystenschätzungen prognostiziert, voraussichtlich verlangsamen. Um mehr über die zukünftigen Ergebnis-Wachstumsprognosen des Unternehmens zu erfahren, werfen Sie einen Blick auf diesen kostenlosen Bericht über Analystenprognosen für das Unternehmen, um mehr zu erfahren. Haben Sie Feedback zu diesem Artikel? Über den Inhalt? Kontaktieren Sie uns direkt. Alternativ, E-Mail Editorial-team (at) einfachwallst.com. Dieser Artikel von Simply Wall St ist allgemein in der Natur. Wir liefern Kommentare basierend auf historischen Daten und Analystenprognosen nur unter Verwendung einer unvoreingenommenen Methodik und unsere Artikel sind nicht als Finanzberatung gedacht. Es stellt keine Empfehlung dar, Aktien zu kaufen oder zu verkaufen, und berücksichtigt nicht Ihre Ziele oder Ihre finanzielle Situation. Wir wollen Ihnen langfristig fokussierte Analyse durch grundlegende Daten bringen. Beachten Sie, dass unsere Analyse möglicherweise nicht in den neuesten preisempfindlichen Unternehmensankündigungen oder qualitativen Material ausschlaggebend ist. Einfach Wand St hat keine Position in den genannten Beständen. Kommentare anzeigen
14.07.25 04:55:06 While institutions own 32% of Bilfinger SE (ETR:GBF), retail investors are its largest shareholders with 53% ownership
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Key Insights Bilfinger's significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public 44% of the business is held by the top 25 shareholders Institutions own 32% of Bilfinger AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. A look at the shareholders of Bilfinger SE (ETR:GBF) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are retail investors with 53% ownership. Put another way, the group faces the maximum upside potential (or downside risk). Institutions, on the other hand, account for 32% of the company's stockholders. Insiders often own a large chunk of younger, smaller, companies while huge companies tend to have institutions as shareholders. Let's delve deeper into each type of owner of Bilfinger, beginning with the chart below. Check out our latest analysis for Bilfinger XTRA:GBF Ownership Breakdown July 14th 2025 What Does The Institutional Ownership Tell Us About Bilfinger? Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. As you can see, institutional investors have a fair amount of stake in Bilfinger. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Bilfinger, (below). Of course, keep in mind that there are other factors to consider, too.XTRA:GBF Earnings and Revenue Growth July 14th 2025 It looks like hedge funds own 12% of Bilfinger shares. That's interesting, because hedge funds can be quite active and activist. Many look for medium term catalysts that will drive the share price higher. Ena Investment Capital Llp is currently the largest shareholder, with 12% of shares outstanding. In comparison, the second and third largest shareholders hold about 5.1% and 3.9% of the stock. On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest. Story Continues Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. Insider Ownership Of Bilfinger While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. Shareholders would probably be interested to learn that insiders own shares in Bilfinger SE. It is a pretty big company, so it is generally a positive to see some potentially meaningful alignment. In this case, they own around €104m worth of shares (at current prices). Most would say this shows alignment of interests between shareholders and the board. Still, it might be worth checking if those insiders have been selling. General Public Ownership The general public, mostly comprising of individual investors, collectively holds 53% of Bilfinger shares. This level of ownership gives investors from the wider public some power to sway key policy decisions such as board composition, executive compensation, and the dividend payout ratio. Next Steps: It's always worth thinking about the different groups who own shares in a company. But to understand Bilfinger better, we need to consider many other factors. To that end, you should be aware of the 1 warning sign we've spotted with Bilfinger . If you would prefer discover what analysts are predicting in terms of future growth, do not miss this freereport on analyst forecasts. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments
26.06.25 04:59:47 Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to see two things; firstly, a growing return on capital employed (ROCE) and secondly, an expansion in the company's amount of capital employed. If you see this, it typically means it's a company with a great business model and plenty of profitable reinvestment opportunities. Speaking of which, we noticed some great changes in Bilfinger's (ETR:GBF) returns on capital, so let's have a look. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Return On Capital Employed (ROCE): What Is It? For those who don't know, ROCE is a measure of a company's yearly pre-tax profit (its return), relative to the capital employed in the business. Analysts use this formula to calculate it for Bilfinger: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.13 = €247m ÷ (€3.5b - €1.5b) (Based on the trailing twelve months to March 2025). Therefore, Bilfinger has an ROCE of 13%. In absolute terms, that's a satisfactory return, but compared to the Commercial Services industry average of 8.3% it's much better. View our latest analysis for Bilfinger XTRA:GBF Return on Capital Employed June 26th 2025 In the above chart we have measured Bilfinger's prior ROCE against its prior performance, but the future is arguably more important. If you'd like to see what analysts are forecasting going forward, you should check out our free analyst report for Bilfinger . The Trend Of ROCE Bilfinger has not disappointed with their ROCE growth. The figures show that over the last five years, ROCE has grown 399% whilst employing roughly the same amount of capital. So our take on this is that the business has increased efficiencies to generate these higher returns, all the while not needing to make any additional investments. It's worth looking deeper into this though because while it's great that the business is more efficient, it might also mean that going forward the areas to invest internally for the organic growth are lacking. On a side note, Bilfinger's current liabilities are still rather high at 44% of total assets. This can bring about some risks because the company is basically operating with a rather large reliance on its suppliers or other sorts of short-term creditors. Ideally we'd like to see this reduce as that would mean fewer obligations bearing risks. In Conclusion... In summary, we're delighted to see that Bilfinger has been able to increase efficiencies and earn higher rates of return on the same amount of capital. And with the stock having performed exceptionally well over the last five years, these patterns are being accounted for by investors. So given the stock has proven it has promising trends, it's worth researching the company further to see if these trends are likely to persist. Story Continues On a separate note, we've found 1 warning sign for Bilfinger you'll probably want to know about. For those who like to invest in solid companies, check out this freelist of companies with solid balance sheets and high returns on equity. — Weekly Picks from Community Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.2% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments
22.05.25 14:39:23 Bilfinger UK wins contract to maintain the National Transmission System
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Bilfinger UK has been awarded a significant contract with National Gas to ensure the continuous flow of gas through National Transmission System (NTS) pipelines. This project is expected to generate up to 100 employment opportunities, with Bilfinger UK serving as the principal designer and contractor at crucial sites. Strategically placed compressor stations along the NTS are essential for maintaining gas flow. These stations, equipped with multiple compressor units, pressurise and propel the gas through the network at speeds reaching 25mph (40km/h). The Control System Refurbishment project, backed by the Office of Gas and Electricity Markets (Ofgem), will see Bilfinger UK executing a comprehensive design and construction programme, including panel design and manufacturing, while also fulfilling the role of principal contractor to ensure top-tier safety and performance standards. Following a two-year engagement in front end engineering design works, Bilfinger UK will now embark on a subsequent three-year programme of works. The contract involves a two-stage approach, emphasising early contractor involvement. Bilfinger's Engineering, Automation and Production divisions will contribute their expertise to deliver holistic solutions. Bilfinger Engineering & Maintenance UK Gas Framework director Ben Hill said: “This contract is a testament to our successful collaboration with National Gas and our readiness to take the project forward into detailed design, build and commissioning. By utilising resources from our Engineering, Automation and Production teams, we are well-equipped to deliver comprehensive solutions that meet the highest standards of safety and performance. “Our partnership with National Gas reflects our commitment to innovation, efficiency and sustainability and we look forward to continuing our collaboration to meet the challenges of net zero.” The primary design team, stationed at the Bilfinger UK headquarters in Warrington, will collaborate with colleagues in Chesterfield, St. Helens and on-site. During the design phase, the team will comprise 40–50 individuals, expanding to as many as 100 during the peak construction period. In February 2024, Bilfinger secured a similar contract with INEOS FPS, spanning three-years, to provide maintenance services for the Forties Pipeline System (FPS) in Scotland, with an option to extend for two additional years. This agreement, effective from January 2024, continues a partnership spanning more than ten years, aiming to ensure the FPS' reliability and longevity, which is vital for North Sea oil and gas transportation and processing. Story Continues The contract will support both onshore and offshore facilities within the 169km pipeline system. "Bilfinger UK wins contract to maintain the National Transmission System" was originally created and published by Offshore Technology, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. View Comments
15.05.25 07:05:56 Bilfinger SE (BFLBF) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Orders Received: Increased by 11%. Revenue: Increased by 17%. EBITDA Margin: Improved by 50 basis points from 4% to 4.5%. Free Cash Flow: Increased to EUR109 million. Order Backlog: Grew by 20% overall, 4% organically. Net Profit: EUR32 million, up 27% from the previous year. Earnings Per Share: Increased to $0.84 from $0.66. Gross Profit Margin: Increased from 10.3% to 11.2%. Net Liquidity: EUR163 million. Investment Grade Rating: Upgraded to triple B minus. Warning! GuruFocus has detected 3 Warning Signs with BOM:507880. Release Date: May 14, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Bilfinger SE (BFLBF) reported a strong start to 2025 with orders received up by 11% and revenue increasing by 17%. EBITDA margin improved by 50 basis points to 4.5%, indicating better profitability. Free cash flow showed a significant increase, reaching EUR109 million. The company maintained its guidance with a revenue midpoint of EUR4.5 billion and an EBITDA margin of 5.5%. Bilfinger SE (BFLBF) achieved an upgrade to an investment-grade rating of BBB-, reflecting improved financial stability. Negative Points There was a slight negative development in safety metrics compared to Q1 2024, although improvements were noted versus the end of last year. Organic orders received decreased by 4%, attributed to market hesitancy due to political uncertainties in the US and Germany. The chemical and petrochemical industries remain challenging, particularly in Germany, affecting growth in these sectors. The US market faced delays in contract approvals due to political changes, impacting customer investment decisions. The company is still dealing with ongoing legal proceedings related to past construction business activities in the US. Q & A Highlights Q: Do you see signs of normalization in the US market, and how is the sentiment in Europe following the new German government? A: Thomas Schulz, CEO: We see stabilization and improvement in the US market. The initial uncertainty caused by government actions is easing, leading to a better mood. In Europe, the quick formation of the new German government has positively impacted sentiment, although companies are still optimizing their operations. We expect this to improve efficiency and competitiveness in the long term. Q: Can you provide more details on the recent M&A activity, particularly the acquisition of nZero, and your plans in the US and Middle East? A: Thomas Schulz, CEO: The acquisition of nZero enhances our capabilities in gas treatment and hydrogen-related services, making us more competitive. We continue to focus on M&A in the US and Middle East, ensuring any acquisition aligns with our strategic goals and delivers shareholder value. We aim for acquisitions that can quickly integrate and add value. Story Continues Q: How is the Pharma sector performing, and is the growth broad-based or concentrated among a few clients? A: Thomas Schulz, CEO: The Pharma sector's growth is broad-based, driven by the industry's need to localize production and accelerate product development post-COVID. This trend is expected to continue, with strong demand for our services in Central Europe. Q: Regarding the completion of the US legal case, was this included in your guidance, and are there any other pending legal issues? A: Matti Jaekel, CFO: Yes, the settlement was included in our 2025 guidance. We have a few remaining legal matters related to past US construction contracts, but these are typical and being addressed. Q: How do you view the current demand trajectory, given the organic order decline? A: Thomas Schulz, CEO: Despite the organic order decline, we remain positive about growth in 2025. The first half of the year was affected by political uncertainties, but we expect improvement in the second half. Our recent acquisitions, like Stork, are performing well and enhancing our competitiveness. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. View Comments
16.04.25 10:31:37 European Dividend Stocks To Enhance Your Portfolio
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Amid escalating trade tensions and market volatility, the European markets have experienced a downturn, with the pan-European STOXX Europe 600 Index closing lower. In this environment, dividend stocks can offer stability and income potential for investors seeking to enhance their portfolios. Top 10 Dividend Stocks In Europe Name Dividend Yield Dividend Rating Julius Bär Gruppe (SWX:BAER) 5.22% ★★★★★★ Bredband2 i Skandinavien (OM:BRE2) 4.81% ★★★★★★ Zurich Insurance Group (SWX:ZURN) 4.61% ★★★★★★ Mapfre (BME:MAP) 5.62% ★★★★★★ HEXPOL (OM:HPOL B) 4.97% ★★★★★★ Deutsche Post (XTRA:DHL) 5.10% ★★★★★★ Allianz (XTRA:ALV) 4.49% ★★★★★★ Cembra Money Bank (SWX:CMBN) 4.26% ★★★★★★ Rubis (ENXTPA:RUI) 7.37% ★★★★★★ Banque Cantonale Vaudoise (SWX:BCVN) 4.50% ★★★★★★ Click here to see the full list of 241 stocks from our Top European Dividend Stocks screener. Let's explore several standout options from the results in the screener. Skandinaviska Enskilda Banken Simply Wall St Dividend Rating: ★★★★★☆ Overview: Skandinaviska Enskilda Banken AB (publ) offers a range of corporate, retail, investment, and private banking services with a market cap of approximately SEK295.90 billion. Operations: Skandinaviska Enskilda Banken AB (publ) generates revenue from several segments, including Large Corporates & Financial Institutions (SEK32.02 billion), Corporate & Private Customers excluding Private Wealth Management & Family Office (SEK25.62 billion), Baltic operations (SEK13.34 billion), Private Wealth Management & Family Office (SEK4.61 billion), Life services (SEK3.80 billion), and Investment Management (SEK3.37 billion). Dividend Yield: 7.9% Skandinaviska Enskilda Banken recently approved an ordinary dividend of SEK 8.50 per share and a special dividend of SEK 3.00 per share, with a record date of April 3, 2025. Despite its dividends being volatile over the past decade, SEB maintains a reasonable payout ratio of 48.6%, indicating current earnings coverage. However, future earnings are expected to decline slightly by an average of 2% annually over the next three years, potentially impacting dividend sustainability. Click here to discover the nuances of Skandinaviska Enskilda Banken with our detailed analytical dividend report. The valuation report we've compiled suggests that Skandinaviska Enskilda Banken's current price could be quite moderate.OM:SEB A Dividend History as at Apr 2025 Bilfinger Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Bilfinger SE is an industrial services provider serving the process industry in Europe, North America, and the Middle East with a market cap of €2.57 billion. Operations: Bilfinger SE's revenue is primarily derived from its Engineering & Maintenance Europe segment (€3.51 billion), followed by Technologies (€732.10 million) and Engineering & Maintenance International (€709.60 million). Story Continues Dividend Yield: 3.5% Bilfinger's dividend payments have been historically volatile and unreliable, yet they have increased over the past decade. The company recently announced a dividend of €2.40 per share, payable in May 2025. Despite trading at a good value and having earnings and cash flows cover its payout ratio of 50.6%, its dividend yield of 3.51% is below the top tier in Germany. Recent earnings showed stable performance with net income slightly lower than the previous year at €179.5 million on sales of €5 billion. Click here and access our complete dividend analysis report to understand the dynamics of Bilfinger. Our valuation report here indicates Bilfinger may be undervalued.XTRA:GBF Dividend History as at Apr 2025 INDUS Holding Simply Wall St Dividend Rating: ★★★★★☆ Overview: INDUS Holding AG is a private equity firm focused on mergers and acquisitions as well as corporate spin-offs, with a market cap of €578.34 million. Operations: INDUS Holding AG generates its revenue from three primary segments: Materials (€565.13 million), Engineering (€598.26 million), and Infrastructure (€559.52 million). Dividend Yield: 4.9% INDUS Holding's dividends have been historically volatile, but recent proposals maintain a €1.20 per share payout, yielding 5.9%. This is well-covered by earnings and cash flows with payout ratios of 38.4% and 30.8%, respectively. Despite high debt levels, the company trades at a significant discount to its estimated fair value and offers one of the top dividend yields in Germany. Recent buybacks have reduced outstanding shares by 7.01%. Take a closer look at INDUS Holding's potential here in our dividend report. Our comprehensive valuation report raises the possibility that INDUS Holding is priced lower than what may be justified by its financials.XTRA:INH Dividend History as at Apr 2025 Turning Ideas Into Actions Embark on your investment journey to our 241 Top European Dividend Stocks selection here. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Searching for a Fresh Perspective? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include OM:SEB A XTRA:GBF and XTRA:INH. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
02.04.25 12:52:03 Bilfinger's (ETR:GBF) Shareholders Will Receive A Bigger Dividend Than Last Year
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Bilfinger SE's (ETR:GBF) dividend will be increasing from last year's payment of the same period to €2.40 on 19th of May. The payment will take the dividend yield to 3.6%, which is in line with the average for the industry. While the dividend yield is important for income investors, it is also important to consider any large share price moves, as this will generally outweigh any gains from distributions. Investors will be pleased to see that Bilfinger's stock price has increased by 45% in the last 3 months, which is good for shareholders and can also explain a decrease in the dividend yield. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Bilfinger's Future Dividend Projections Appear Well Covered By Earnings We like to see a healthy dividend yield, but that is only helpful to us if the payment can continue. The last dividend was quite easily covered by Bilfinger's earnings. This means that a large portion of its earnings are being retained to grow the business. Looking forward, earnings per share is forecast to rise by 41.8% over the next year. Assuming the dividend continues along recent trends, we think the payout ratio could be 35% by next year, which is in a pretty sustainable range.XTRA:GBF Historic Dividend April 2nd 2025 See our latest analysis for Bilfinger Dividend Volatility The company's dividend history has been marked by instability, with at least one cut in the last 10 years. Since 2015, the annual payment back then was €2.00, compared to the most recent full-year payment of €2.40. This implies that the company grew its distributions at a yearly rate of about 1.8% over that duration. The dividend has seen some fluctuations in the past, so even though the dividend was raised this year, we should remember that it has been cut in the past. The Dividend Looks Likely To Grow Given that the dividend has been cut in the past, we need to check if earnings are growing and if that might lead to stronger dividends in the future. We are encouraged to see that Bilfinger has grown earnings per share at 217% per year over the past five years. The company's earnings per share has grown rapidly in recent years, and it has a good balance between reinvesting and paying dividends to shareholders, so we think that Bilfinger could prove to be a strong dividend payer. Bilfinger Looks Like A Great Dividend Stock Overall, we think this could be an attractive income stock, and it is only getting better by paying a higher dividend this year. Distributions are quite easily covered by earnings, which are also being converted to cash flows. All of these factors considered, we think this has solid potential as a dividend stock. Story Continues Market movements attest to how highly valued a consistent dividend policy is compared to one which is more unpredictable. Still, investors need to consider a host of other factors, apart from dividend payments, when analysing a company. For instance, we've picked out 1 warning sign for Bilfinger that investors should take into consideration. If you are a dividend investor, you might also want to look at our curated list of high yield dividend stocks. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments
25.03.25 09:34:50 Should You Think About Buying Bilfinger SE (ETR:GBF) Now?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** While Bilfinger SE (ETR:GBF) might not have the largest market cap around , it received a lot of attention from a substantial price increase on the XTRA over the last few months. The recent share price gains has brought the company back closer to its yearly peak. With many analysts covering the mid-cap stock, we may expect any price-sensitive announcements have already been factored into the stock’s share price. However, what if the stock is still a bargain? Let’s take a look at Bilfinger’s outlook and value based on the most recent financial data to see if the opportunity still exists. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Is Bilfinger Still Cheap? According to our price multiple model, which makes a comparison between the company's price-to-earnings ratio and the industry average, the stock price seems to be justfied. In this instance, we’ve used the price-to-earnings (PE) ratio given that there is not enough information to reliably forecast the stock’s cash flows. We find that Bilfinger’s ratio of 14.52x is trading slightly below its industry peers’ ratio of 15.01x, which means if you buy Bilfinger today, you’d be paying a decent price for it. And if you believe that Bilfinger should be trading at this level in the long run, then there’s not much of an upside to gain over and above other industry peers. So, is there another chance to buy low in the future? Given that Bilfinger’s share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us an opportunity to buy later on. This is based on its high beta, which is a good indicator for share price volatility. View our latest analysis for Bilfinger Can we expect growth from Bilfinger?XTRA:GBF Earnings and Revenue Growth March 25th 2025 Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Although value investors would argue that it’s the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. Bilfinger's earnings over the next few years are expected to increase by 42%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value. What This Means For You Are you a shareholder? It seems like the market has already priced in GBF’s positive outlook, with shares trading around industry price multiples. However, there are also other important factors which we haven’t considered today, such as the track record of its management team. Have these factors changed since the last time you looked at GBF? Will you have enough confidence to invest in the company should the price drop below the industry PE ratio? Story Continues Are you a potential investor? If you’ve been keeping an eye on GBF, now may not be the most advantageous time to buy, given it is trading around industry price multiples. However, the optimistic forecast is encouraging for GBF, which means it’s worth further examining other factors such as the strength of its balance sheet, in order to take advantage of the next price drop. If you want to dive deeper into Bilfinger, you'd also look into what risks it is currently facing. For example, we've discovered 1 warning sign that you should run your eye over to get a better picture of Bilfinger. If you are no longer interested in Bilfinger, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments
07.03.25 05:06:29 Bilfinger (ETR:GBF) Is Increasing Its Dividend To €2.40
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Bilfinger SE (ETR:GBF) will increase its dividend from last year's comparable payment on the 19th of May to €2.40. Even though the dividend went up, the yield is still quite low at only 3.3%. While the dividend yield is important for income investors, it is also important to consider any large share price moves, as this will generally outweigh any gains from distributions. Investors will be pleased to see that Bilfinger's stock price has increased by 60% in the last 3 months, which is good for shareholders and can also explain a decrease in the dividend yield. See our latest analysis for Bilfinger Bilfinger's Projected Earnings Seem Likely To Cover Future Distributions The dividend yield is a little bit low, but sustainability of the payments is also an important part of evaluating an income stock. However, prior to this announcement, Bilfinger's dividend was comfortably covered by both cash flow and earnings. As a result, a large proportion of what it earned was being reinvested back into the business. The next year is set to see EPS grow by 41.5%. If the dividend continues on this path, the payout ratio could be 34% by next year, which we think can be pretty sustainable going forward.XTRA:GBF Historic Dividend March 7th 2025 Dividend Volatility While the company has been paying a dividend for a long time, it has cut the dividend at least once in the last 10 years. The dividend has gone from an annual total of €3.00 in 2015 to the most recent total annual payment of €2.40. This works out to be a decline of approximately 2.2% per year over that time. Generally, we don't like to see a dividend that has been declining over time as this can degrade shareholders' returns and indicate that the company may be running into problems. The Dividend Looks Likely To Grow Growing earnings per share could be a mitigating factor when considering the past fluctuations in the dividend. It's encouraging to see that Bilfinger has been growing its earnings per share at 217% a year over the past five years. Earnings per share is growing at a solid clip, and the payout ratio is low which we think is an ideal combination in a dividend stock as the company can quite easily raise the dividend in the future. Bilfinger Looks Like A Great Dividend Stock Overall, a dividend increase is always good, and we think that Bilfinger is a strong income stock thanks to its track record and growing earnings. Earnings are easily covering distributions, and the company is generating plenty of cash. Taking this all into consideration, this looks like it could be a good dividend opportunity. Story Continues Investors generally tend to favour companies with a consistent, stable dividend policy as opposed to those operating an irregular one. At the same time, there are other factors our readers should be conscious of before pouring capital into a stock. Taking the debate a bit further, we've identified 1 warning sign for Bilfinger that investors need to be conscious of moving forward. Is Bilfinger not quite the opportunity you were looking for? Why not check out our selection of top dividend stocks. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments