contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Analyst

Pauli Lohi

Hexagon is a global provider of technology solutions. The company specializes in the development of information technology that is further used in geospatial and industrial applications. The company's solutions mainly integrate sensors, software, industrial knowledge, and customers' workflows into information ecosystems. Customers are found on a global level in various industries. Hexagon was founded in 1975 and is headquartered in Stockholm, Sweden. 

Hexagon förvärvar Geomagic-programvaruverksamheten från 3D Systems och kompletterar därmed erbjudandet inom Manufacturing Intelligence-divisionen. Geomagics omsättning på 28 MEUR motsvarar 1,4 % av MI-divisionen. Köpeskillingen (117 MEUR) bedöms som attraktiv, och programvaran förbättrar användarvänligheten i 3D-mätningslösningar. Förvärvet förväntas slutföras i början av Q2’25, och potentiella tillväxtsynergier stärker det långsiktiga värdet.                   Inderes              Hexagon: Software business acquisition complements offering to industrial...    The acquisition of Geomagic engineering software business complements Hexagon’s current offering in the Manufacturing Intelligence division.

Ny intervju med analytiker Pauli Lohi om Hexagon på engelska

Very interesting read about Hexagon and Vaisala!                  Inderes              Hexagon and Vaisala: Quality companies are the ones to buy, especially in...    How do you find good buying opportunities in growing quality companies such as Vaisala and Hexagon, which almost always look expensive relative to their near-term performance? We believe these companies should be bought when the market fears the...

New interview on hexagon with @pauli.lohi                  Inderes              Hexagon Q2’24: Recurring revenue grows - Inderes    Time: 2024-08-06 09:16 Hexagon suffered from cyclical headwinds in Q2 but also demonstrated strong underlying development with good growth in recurring revenue and improved efficiency. Analyst Pauli Lohi comments on this development and the company’s...

Q2 growth ended up weaker than we expected, which was also reflected in earnings, even if the relative profitability was rather strong. Sales came in 3% below our estimate and 4% below consensus. Adjusted EBIT was 2% below our estimate and 4.5% below consensus. Here you can find the division-specific organic sales growth figures (y/y).  Large segments with material hardware sales, such as Manufacturing Intelligence and Geosystems, suffered due to cyclical headwinds in their certain important end-markets (automotive for MI and construction for Geosystems). However, recurring revenues, including software and services, grew by 8% year-over-year, indicating an improvement in the quality of revenue as expected. The gross margin reached an all-time high, and operational efficiency measures helped maintain the EBIT margin at a good level. This development signals good potential for earnings growth once the cyclical industries recover.

Discussed about Hexagon’s Q1 with analyst @pauli.lohi                    Inderes              Hexagon Q1’24: Growth below estimates - Inderes    Hexagon’s Q1 report was a bit soft with growth below estimates. We believe the currently low market activity in the construction and manufacturing sectors slightly burdens Hexagon’s growth in 2024 but the company’s solid long- term growth profile is...

Hexagon reported today its earnings from Q1 2024.  Organic growth was 3 % (our estimate was 5 %) Net sales came 3 % below our and consensus estimate Adjusted EBIT was 4 % below our estimate. Reported EBIT and EPS were 7 % below our estimate. Weakness in organic sales growth was rather broad-based. Only Manufacturing Intelligence reached the estimated level of growth. All other divisions grew less than we expected.

Hexagon

Q4 earnings provided a small positive surprise. Earnings will most likely continue to improve in 2024-25, but the pace of growth is likely to slow after a strong cycle in 2021-23. Organic growth will be weighed down by weak construction at least in H1 2024. The expensive valuation leaves little upside for the stock, even if the ongoing rationalization program brings profitability to targeted levels.

<p>Q4 earnings provided a small positive surprise. Earnings will most likely continue to improve in 2024-25, but the pace of growth is likely to slow after a strong cycle in 2021-23. Organic growth will be weighed down by weak construction at least in H1 2024. The expensive valuation leaves little upside for the stock, even if the ongoing rationalization program brings profitability to targeted levels.</p> 

	2023	24e	25e
Revenue	5,435.2	5,714.0	6,055.9
growth-%	5.32 %	5.13 %	5.98 %
EBIT (adj.)	1,596.7	1,701.3	1,828.2
EBIT-% (adj.)	29.38 %	29.77 %	30.19 %
EPS (adj.)	0.43	0.46	0.50
Dividend	0.13	0.14	0.15
Dividend %	1.19 %	1.50 %	1.61 %
P/E (adj.)	25.12	20.38	18.57
EV/EBITDA	18.42	13.08	11.71

Low risk, low reward

Hexagon

Key Estimate Figures02/02

Hexagon

Key Estimate Figures02/02

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