Loomis (OM:LOOMIS) 年盈利增長 17.2%，增強利潤動力

Loomis (OM:LOOMIS)今年業績表現強勁，年盈利增速加速至17.2%，利潤率從5%提升至5.7%。過去五年，該公司年盈利增長率平均為16.1%，未來盈利預計每年增長14.92%，超過瑞典市場預期的12.9%。對於投資者來說，Loomis持續的盈利動力、利潤率增長以及 value-oriented valuation stand out.Dividend sustainability remains something to watch as results move forward.

See our full analysis for Loomis.

下一步是將這些結果與市場上的主流敘述進行權衡。一些預期可能會得到加強，而另一些預期可能會受到現實檢驗。

See what the community is saying about LoomisOM:LOOMIS Earnings & Revenue History as at Nov 2025

Margin Expansion Set to Accelerate

Analysts expect Loomis' profit margins to rise from the current 5.7% to 9.4% within three years.This would be a substantial margin boost for the sector.The analysts' consensus view strongly supports the idea that Loomis is becoming more efficient and resilient by:

Expanding into tech-enabled and high-security logistics services, which offer higher recurring margins than traditional cash handling.Pursuing operational streamlining and acquisitions that reinforce steady growth despite ongoing margin pressures from structural changes in cash usage.Bulls are likely to watch closely for signs that new automation and restructuring investments are accelerating margin gains, even as revenue growth moderates.Fresh momentum in margins is directly connected to analysts' projected earnings quality, setting the stage for ongoing profit outperformance if management delivers as planned.
📊 Read the full Loomis Consensus Narrative.

Revenue Trailing Market, But Diversification Supports Outlook

Loomis' forecast annual revenue growth of 3.5% is below the Swedish market average of 3.8%, suggesting competitive headwinds even as the core business remains stable.The analysts' consensus view acknowledges this slower revenue climb, but points out:

Strategic expansion into pharma logistics and cross-border valuables is driving diversification, which helps insulate Loomis from declines in cash-in-transit volumes.Technology investments are creating new upsell opportunities, supporting recurring revenue sources that should help buffer long-term top-line risks.

Discount to Peers, Huge DCF Upside

Loomis 的市盈率為 14.9 倍，遠低於同行平均水平 19.7 倍，而 SEK384 的股價較其 DCF 公允價值估計的 1,285.80 瑞典克朗有 70% 的大幅折扣。分析師的共識觀點通過指出來平衡這一折扣：

The company is valued more attractively than direct peers, but its slightly higher PE versus industry (14.4x) indicates that investors see its growth runway and margin turnaround potential as worth a modest premium.A 13.2% upside to the current analyst target (SEK472.67) leaves room for near-term re-rating, especially if Loomis executes on guidance and earnings quality remains high.

故事還在繼續

下一步

To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Loomis on Simply Wall St.Add the company to your watchlist or portfolio so you'll be alerted when the story evolves.

Looking at the data from a new angle?Add your perspective and shape your own Loomis narrative in just a few minutes.Do it your way

A great starting point for your Loomis research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

看看還有什麼

Loomis’s revenue growth is now trailing the wider market.This raises concerns about slower top-line momentum, despite strong profitability and margin expansion.

If you want to focus on businesses that reliably deliver consistent earnings and revenue, consider companies in our stable growth stocks screener (2103 results) that have proven they can sustain steady growth in any environment.

Simply Wall St 的這篇文章本質上是一般性的。我們僅使用公正的方法根據歷史數據和分析師預測提供評論，我們的文章無意提供財務建議。它不構成購買或出售任何股票的建議，並且不考慮您的目標或您的財務狀況。 我們的目標是為您提供由基本數據驅動的長期重點分析。請注意，我們的分析可能不會考慮最新的價格敏感公司公告或定性材料。簡單來說，華爾街在任何提到的股票中都沒有頭寸。

Companies discussed in this article include LOOMIS.ST.

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