A&O Johansen Q1
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"Omsætningsvækst på 18,8%, hvoraf 10,1% er organisk vækst."
"Resultat efter skat udgjorde 40,1 mio. kr. (26,7 mio. kr.)."https://ao.dk/globalassets/download/regnskabsdata/2025/ao_q1-2025_dk_final.pdf
https://ml-eu.globenewswire.com/Resource/Download/bbb90537-1e61-437e-9fbc-14a0147c8a69PE (2025e)=11,5 mod 20-ish for Solar A/S, Rexel, Ferguson, Alligo og BHG.
PE (2026e) er i øvrigt 7,5 og PE (2027e) 6,5 ifølge SEB.
Ahlsell DK (tidligere Sanistål) voksede sandsynligvis "kun" med mindre end 10 % i Q1-25.
"Vi er kommet godt fra start i 2025 og har oplevet vækst fra begyndelsen af januar til midten af marts, og nogle af vores butikker har oplevet tocifret salgsvækst."
Ahsell får afkast af mio-investeringer
Siden Ahlsell overtog Sanistål og omdannede 24 danske håndværkerbutikker i april 2024, har koncernen investeret mange millioner kroner i nye tiltag og står nu bedre rustet på det danske marked, skriver grossisten i en pressemeddelelse.
(www.installator.dk)
Husk kl 13.00:
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Bestyrelseformand Dyremose købte idag 11.470 (2x5.735) aktier, eller?
https://ao.dk/globalassets/download/regnskabsdata/2025/insideres-handler-nr-1-2025.pdf
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Selskabet HCE Invest, Virum ApS, ejes af 3 Dyremose familiemedlemmer, der har købt ialt 5735 stk. aktier.
Desuden er der købt 5735 stk. aktier til CD Invest, det ejes af Charlotte Dyremose som er datter til Henning Dyremose. -
Aktie-Zlatan Jeg synes ikke helt de zlatanerer med det regnskab, men det er absolut godkendt.
Har du tilfaeldigvis en tabel med organisk vaekst for konkurrenterne? Den maa du i saa fald meget gerne dele herinde ved lejlighed, naar de alle har fremlagt regnskab.
Vedhaeftet udvalgte slides fra deres praesentation. Klik for at goere stoerre.
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Også i Sverige:
AO Workwear | Profilkläder, arbetskläder och fritidskläder - Köp online
Kläder för arbete och fritid – anpassade arbetskläder för hantverk, industri, kontor, administration, gastronomi, restaurang, vård och klinik.
(aoworkwear.se)
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Organisk vaekst:
A&O Johansen +10,1% [konge-krone-emoji]
Rexel +1,4% (ikke-organisk)
Ferguson -0,3%
Alligo -2,5%
Beijer +4%Solar kommer med regnskab 9. maj i naeste uge:
https://www.nordnet.dk/aktier/inspiration/lister/naeste-uges-regnskaberRexel:
https://www.rexel.com/en/medias/press-releases/first-quarter-2025-sales/-
Same-day sales up +1.4% in Q1 25, back to positive territory
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Sales growth driven by North America, with improving trends in Europe
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Active portfolio management with one acquisition and one disposal completed in April
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Full-year guidance confirmed amid uncertain macro-political environment
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Q1 25 sales of €4,825m, up +1.4% on a same-day basis, back to positive territory
- Sales of $7.8 billion, an increase of 0.8%.
- Sales volume grew 3%, partially offset by continued deflation of approximately 2%.
- Gross margin of 30.1%, down 10 bps from prior year.
- Operating margin of 8.6% (9.1% on an adjusted basis).
- Diluted earnings per share of $2.34 ($2.45 on an adjusted basis).
- Declared quarterly dividend of $0.83, reflecting a 5% increase over the prior year.
- Completed one acquisition during the quarter and one subsequently.
- Share repurchases of $256 million during the quarter.
- Balance sheet remains strong with net debt to adjusted EBITDA of 1.2x.
Alligo:
https://www.alligo.com/en/report/q1-2025/- Revenue increased by 2.9 per cent to MSEK 2,232 (2,169). Organic growth was -2.5 per cent.
- Gross margin was 40.9 per cent (41.1).
- Adjusted EBITA decreased to MSEK 74 (84), corresponding to an adjusted EBITA margin of 3.3 per cent (3.9).
- Operating profit decreased to MSEK 37 (65) and the operating margin was 1.7 per cent (3.0). Operating profit was charged with items affecting comparability of MSEK -19 (-4).
- Profit amounted to MSEK 17 (23).
- Earnings per share amounted to SEK 0.34¹ SEK (0.46¹).
- Cash flow from operating activities amounted to MSEK -38 (128).
Beijer:
https://www.beijerref.com/interim/Q1-2025"The group's total sales during the quarter amounted to SEK 8,898 million, with an EBITA of SEK 832 million - an increase of 16 and 13 per cent respectively compared with the corresponding period last year. The quarter had good profitability with an EBITA margin of 9.4 per cent. A strong growth in EPS of 20 per cent indicates good underlying profitability. Organic sales growth was 4 per cent in the quarter," says CEO Christopher Norbye.
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Hvorfor virker A&O Johansen til tider mere populær blandt svenskere end danskere?
https://bsky.app/profile/svavel.bsky.social/post/3lo2rfc5gtc2n
"A&O Johansen med finfin rapport idag efter stängning! Ökad omsättning och vinst.
Danska börsen skippar may day och håller öppet imorgon. Kommer säkert vara fullt med svenska sparare med börsabstinens på köpsidan... "Från mörkret stiga vi mot ljuset!""Interview with Brdr. A&O Johansen's CFO Per Toelstang
https://analystgroup.se/textintervju/interview-with-brdr-ao-johansens-cfo-per-toelstang/
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Det jeg ofte læser i svenske forum er at de vurderer AO som den højeste kvalitet i DK inden for branchen og når de skal købe tilsvarende på børsen i Stokholm sælges disse firmaer til en højere pris P/E end når de køber på børsen i CPH. Svenskerne siger selv at de private investorer er mindst 15 år foran de danske investorer nå det gælder om investering i aktier, det skulle gøre efterspørgslen større i Sverige og presse prisen op i Sverige.
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InvestorCL Det giver mening. Tak for svar. Ærgeligt Danmark ikke er på højde med svenskerne.
Vedhæftede figurer fra worldperatio.com.
Sweden leading the way as a European SME investment hub
https://focus.world-exchanges.org/articles/sweden-sme-investment
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