LEM Holding SA stock analysis
LEM Holding SA (LMHDF) Stock Price & Analysis
LMHDF Stock Chart & Stats
- Day’s Range
- $442.46 - $489.04
- 52-Week Range
- $442.13 - $647.06
- Previous Close
- $465.75
- Volume
- N/A
- Average Volume (3M)
- 0
- Market Cap
- $727.06M
- Enterprise Value
- $825.90M
- Total Cash (Recent Filing)
- $35.41M
- Total Debt (Recent Filing)
- $125.45M
- Price to Earnings (P/E)
- 194.7
- Beta
- 0.42
- Next Earnings
- Feb 05, 2027 (Est.)
- EPS Estimate
- 6.05
- Last Dividend Ex-Date
- Jul 03, 2024
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Growth In Data Centers And Electrification
Growth across data centers, energy distribution, high-precision measurement and renewable energy gives LEM multiple durable demand drivers. Broad application exposure can reduce reliance on any single end market while supporting future sensor adoption as electrification expands.
Resilient Margins And Pricing Power
A roughly 40% gross margin despite input-cost inflation, customer pricing pressure and adverse mix indicates meaningful product value and customer relationships. Successful price increases should help protect profitability and support sustainable economics as demand and costs evolve.
Improving Financial Position And Cash Generation
Lower net debt and higher equity improve financial resilience and provide more flexibility to fund product development, capacity needs or other strategic priorities. This balance-sheet progress strengthens LEM's ability to manage cyclical demand and supply disruptions.
Bears Say
Persistent PCB Supply Constraint
The PCB shortage directly limits LEM's ability to manufacture and deliver products, creating a durable constraint on realized revenue even when customer demand is available. Persistence through 2027 raises execution risk and may keep production and customer fulfillment below potential.
Material Profitability Deterioration
The sharp decline in operating and net profitability shows that recent earnings power is materially below prior-year levels. Even with healthy gross margins, higher costs or normalization can limit cash available for investment and make recovery dependent on sustained operating improvement.
Unresolved Strategic Review
An unresolved strategic review creates uncertainty around ownership, portfolio direction and capital allocation. Until management reaches a conclusion, decision-making and resource priorities may remain less predictable, potentially distracting from execution during a period of operational and supply-chain pressure.
LEM Holding SA News
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Company Description
LEM Holding SA
LEM Holding SA, along with its affiliates, delivers global solutions for the precise measurement of electrical parameters, maintaining a significant presence in key markets like China, the United States, Germany, Japan, Italy, and Switzerland. The company operates through two main divisions: Industry and Automotive. The Industry division focuses on designing, manufacturing, and selling transducers for measuring current and voltage across a variety of industrial applications. Similarly, the Automotive division develops, produces, and markets transducers specifically for the automotive sector. Furthermore, LEM provides energy meters, smart electronic battery sensors, shunts, and integrators. Its extensive product range serves a broad spectrum of uses, including industrial drives, welding equipment, renewable energy systems, power supplies, traction, high-precision instruments, trackside installations, automation, automotive battery management and motor control, smart grid technologies, electric vehicle chargers, conventional and eco-friendly vehicles, AC/DC converters, uninterruptible power supply (UPS) systems for computers, microturbines, and both wind and solar power generation. The company was established in 1972 and is based in Plan-les-Ouates, Switzerland.
- Sector
- General
- Industry
- Hardware, Equipment & Parts
- CEO
- Frank Rehfeld
- Employees
- 1,626
- Website
- www.lem.com
- Address
- Route du Nant-d’Avril, 152, Meyrin, GE, 1217, CH
LEM Holding SA (LMHDF) Earnings & Revenues
LMHDF Company Deck
LMHDF Earnings Call
Earnings Call SentimentPositive
The call was predominantly positive, supported by strong H1 and Q2 revenue growth, substantial EBIT and free-cash-flow improvement, resilient gross margins, operating leverage, a stronger balance sheet and positive demand in data centers, renewable energy and energy distribution. However, significant challenges remain, particularly the PCB shortage expected to persist through 2027, higher input costs, a seasonally weaker second half, declining Track sales and uncertainty around the strategic review.
View all LMHDF earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 2 | 5 | 12 |
| Technical Analysis | 1 | 4 | 2 |
| Moving Averages | 1 | 1 | 10 |















