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Landis+Gyr Group AG (CH:LAND)
:LAND
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Landis+Gyr Group AG (LAND) AI Stock Analysis

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CH:LAND

Landis+Gyr Group AG

(OTC:LAND)

Rating:63Neutral
Price Target:
CHF69.00
â–²(2.22%Upside)
The stock's overall score is driven mainly by its strong technical momentum, suggesting short-term positive price action. However, the company's financial performance reflects challenges in profitability and leverage, which are concerns. Valuation remains a mixed bag with a negative P/E ratio but a reasonable dividend yield.
Positive Factors
Bookings and Backlog
Record bookings in 2H24 resulted in a book-to-bill of 1.5x in FY24, showcasing strong demand.
Grid Intelligence and Software
35% of backlog is software and services, highlighting grid intelligence traction.
Strategic Initiatives
Strategic initiatives including divesting the EMEA business and a U.S. listing are catalysts for margin and multiple expansions.
Negative Factors
Adjusted EBITDA Margin
Adjusted EBITDA margin guidance was lowered to 10% from 11%-13% on reduced operating leverage and obsolete inventory in the Americas.
Inventory Management
Fast adoption of Revelo led to inventory obsolescence ($20mn in FY24), impacting financial performance.
Revenue Guidance
FY25 revenue guidance was modestly below consensus, indicating potential challenges.

Landis+Gyr Group AG (LAND) vs. iShares MSCI Switzerland ETF (EWL)

Landis+Gyr Group AG Business Overview & Revenue Model

Company DescriptionLandis+Gyr Group AG is a global leader in energy management solutions, providing integrated energy management systems for the utility sector. The company's portfolio includes advanced metering infrastructure, smart meters, and grid edge intelligence solutions. Landis+Gyr operates across various sectors, including electricity, gas, and water, catering to the needs of utility companies worldwide with a strong focus on innovation and efficiency.
How the Company Makes MoneyLandis+Gyr Group AG generates revenue primarily through the sale of its advanced metering infrastructure (AMI) and smart meters to utility companies around the world. The company also provides software and services that enhance the functionality of their hardware products, enabling utilities to optimize energy distribution and management. In addition to product sales, Landis+Gyr earns from long-term service agreements and managed services that ensure continuous support and system upgrades for their clients. Strategic partnerships with other technology firms and collaborations with utilities further bolster their revenue by expanding their market reach and enhancing their product offerings.

Landis+Gyr Group AG Earnings Call Summary

Earnings Call Date:May 02, 2025
(Q4-2024)
|
% Change Since: 30.25%|
Next Earnings Date:Oct 28, 2025
Earnings Call Sentiment Neutral
The earnings call reflected strong strategic progress and sustainability achievements, along with significant growth in order intake and backlog. However, this was offset by a decline in revenue, inventory write-downs, and tariff-related challenges, leading to a balanced sentiment.
Q4-2024 Updates
Positive Updates
Record Order Intake and Backlog
Landis+Gyr reported a strong order intake of $2.6 billion, resulting in a book-to-bill ratio of 1.5, and a record backlog of $4.6 billion, representing a 22.9% year-over-year increase.
Sustainability Achievements
Landis+Gyr reached 96% renewable electricity use across the Group, reduced Scope 1 and 2 emissions by over 60% since 2021, and achieved a 12% reduction in Scope 3 emissions per $100 of revenue.
Strategic Focus on the Americas
The Americas region accounted for 56% of revenue and the majority of profitability, with efforts to strengthen the region highlighted by the leadership changes and the upcoming U.S. listing.
Software and Services Growth
Approximately 35% of the backlog is software-related, with the Americas region having close to 50% software content.
Negative Updates
Revenue Decline
Net revenue declined by 10.5% in constant currency, mainly due to the non-reoccurrence of pent-up demand realization in FY '23 and tariff-related shipment delays.
Inventory Obsolescence
A $20 million inventory obsolescence expense was recorded due to the fast adoption of the Revelo platform, leading to a write-down of components.
Tariff-Related Challenges
Tariff-related shipment delays in March resulted in approximately $30 million of revenue shifting into FY '25, reflecting ongoing challenges posed by trade tariffs.
EMEA Performance Issues
Revenue in the EMEA region declined by 6.5% in constant currency due to project delays and softer performance in the UK and Turkey.
Company Guidance
During the Analyst and Investors Call for the full year 2024, Landis+Gyr outlined its financial and strategic performance, emphasizing strong order intake of $2.6 billion, which led to a book-to-bill ratio of 1.5. The company reported a record high backlog of $4.6 billion, reflecting a 22.9% year-over-year increase. Despite a revenue decline due to pent-up demand from FY 2023 and shipment delays, the adjusted EBITDA margin was 9.9%, aligning with updated guidance. Excluding one-off items, the margin was slightly higher at 10.4%. The Americas region, which is the most profitable segment with a 40% return on capital, accounted for 56% of the business. The company also achieved substantial sustainability milestones, including 96% renewable electricity usage and a 60% reduction in Scope 1 and 2 emissions since 2021. Looking forward, Landis+Gyr expects net revenue growth between 5% and 8% in FY 2025, with an adjusted EBITDA margin of 10.5% to 12%. The strategic focus remains on enhancing grid edge intelligence and expanding software and services, which now comprise 35% of the backlog.

Landis+Gyr Group AG Financial Statement Overview

Summary
Landis+Gyr Group AG faces challenges in revenue growth and profitability, impacting its income and cash flow statements negatively. While the balance sheet shows some stability, high leverage and declining equity are concerns. The company must address its operational inefficiencies and improve cash flow management to strengthen its financial position.
Income Statement
45
Neutral
The income statement shows a decline in financial performance over the past year with negative EBIT and net income. The gross profit margin is relatively stable, but there is a significant drop in revenue and profitability, indicating potential operational challenges.
Balance Sheet
60
Neutral
The balance sheet indicates moderate financial stability with a reasonable debt-to-equity ratio. However, the decline in stockholders' equity and high total debt raise concerns about leverage and financial risk.
Cash Flow
50
Neutral
The cash flow statement reveals fluctuating free cash flow and operating cash flow, with a significant drop in free cash flow growth. The company needs to improve cash generation to support its operations and reduce financial risks.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue1.73B1.96B1.68B1.46B1.36B
Gross Profit512.15M598.81M477.45M470.22M385.12M
EBITDA22.12M214.15M143.87M163.84M-278.23M
Net Income-150.46M109.98M207.93M79.40M-392.39M
Balance Sheet
Total Assets2.41B2.44B2.42B2.29B2.16B
Cash, Cash Equivalents and Short-Term Investments171.56M127.84M117.37M84.85M140.55M
Total Debt435.21M335.40M276.25M332.49M258.15M
Total Liabilities1.09B892.88M895.03M890.46M783.67M
Stockholders Equity1.31B1.54B1.52B1.38B1.37B
Cash Flow
Free Cash Flow46.95M89.57M-74.07M88.69M97.34M
Operating Cash Flow78.89M121.20M-45.77M115.78M123.94M
Investing Cash Flow-36.24M-102.86M205.78M-184.17M-38.09M
Financing Cash Flow2.20M-5.35M-118.87M14.22M-271.41M

Landis+Gyr Group AG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price67.50
Price Trends
50DMA
56.52
Positive
100DMA
53.37
Positive
200DMA
56.97
Positive
Market Momentum
MACD
3.38
Negative
RSI
85.87
Negative
STOCH
91.38
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CH:LAND, the sentiment is Positive. The current price of 67.5 is above the 20-day moving average (MA) of 62.02, above the 50-day MA of 56.52, and above the 200-day MA of 56.97, indicating a bullish trend. The MACD of 3.38 indicates Negative momentum. The RSI at 85.87 is Negative, neither overbought nor oversold. The STOCH value of 91.38 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CH:LAND.

Landis+Gyr Group AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (58)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
CHF1.69B23.7411.32%2.07%5.03%11.32%
72
Outperform
CHF96.64B26.8631.19%1.70%0.98%7.92%
70
Outperform
CHF1.32B19.95
4.94%-11.92%100.79%
64
Neutral
CHF2.11B60.15
0.55%12.05%128.29%
63
Neutral
CHF2.04B15.08-6.00%1.62%-11.84%-201.10%
58
Neutral
HK$14.89B4.77-2.78%5.38%3.80%-54.55%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CH:LAND
Landis+Gyr Group AG
70.80
-6.59
-8.52%
CH:OERL
OC Oerlikon Corporation AG
4.05
-0.69
-14.56%
CH:ABBN
ABB Ltd
52.90
5.75
12.20%
CH:HUBN
HUBER+SUHNER AG
91.80
16.94
22.64%
CH:COTN
COMET Holding AG
272.00
-62.04
-18.57%

Landis+Gyr Group AG Corporate Events

Landis+Gyr Shareholders Approve Board Proposals and Leadership Changes
Jun 25, 2025

Landis+Gyr Group AG’s General Meeting approved all board proposals, including the election of Audrey Zibelman as the new Chairwoman, succeeding Andreas Umbach. The meeting also approved a distribution of CHF 1.15 per share and the fiscal year 2024 financial statements. These decisions reflect the company’s ongoing commitment to strategic innovation and leadership in smart energy management, with implications for continued growth and stakeholder confidence.

The most recent analyst rating on (CH:LAND) stock is a Hold with a CHF78.50 price target. To see the full list of analyst forecasts on Landis+Gyr Group AG stock, see the CH:LAND Stock Forecast page.

Landis+Gyr Announces 2024 Annual Report and Board Changes
May 28, 2025

Landis+Gyr Group AG has published its 2024 Annual Report and announced changes to its Board of Directors. The report details the company’s financial and operational developments, corporate governance, and sustainability efforts. Notably, Andreas Umbach will not seek re-election as Chairman, with Audrey Zibelman proposed as his successor. The company is also focusing on strategic realignment with new board members Brett Carter and Steve Louden, who bring significant expertise in energy, utilities, and financial management, aligning with Landis+Gyr’s increased focus on the Americas and a planned US listing.

The most recent analyst rating on (CH:LAND) stock is a Hold with a CHF78.50 price target. To see the full list of analyst forecasts on Landis+Gyr Group AG stock, see the CH:LAND Stock Forecast page.

Landis+Gyr Achieves Record Order Intake Amid Strategic Transformation
May 2, 2025

Landis+Gyr reported strong fiscal year 2024 results with a record order intake of USD 2.6 billion and an order backlog of USD 4.6 billion, despite a decline in net sales due to one-time sales in 2023 and delivery delays. The company is undergoing a strategic transformation, including a review of its EMEA operations and a US listing, and expects sales growth of 5% to 8% in fiscal year 2025, supported by its robust order pipeline and Grid-Edge solutions.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 23, 2025