Latest news with #Ypsomed
Mint
6 days ago
- Business
- Mint
Swiss Firms Rethink Global Strategy After Tariff Surge
Simon Michel couldn't take the risk of waiting any longer. As Switzerland was assessing the shock announcement that the US would impose a 39% tariff, the chief executive officer of Ypsomed Holding AG realized that he needed to act. Ypsomed plans to move some production of medical devices to the German city of Schwerin, where the tariff is less than half the Swiss level. The executive also wants to ramp up production in the US, he told Bloomberg News. The Burgdorf-based company isn't alone. Across the country, executives and owners at businesses — from large multinationals such as food giant Nestle SA to small domestic champions — are trying to figure out how to deal with the new reality. The scale of the levy exceeded all expectations and caught the Swiss business elite off guard. In a call with executives on Monday, one of Switzerland's chief negotiators said that they were still working on getting the overall tariff rate down. Their response to her was blunt: there's no substitute for the US market. Plans to move, such as Michel's, could still change if Switzerland gets Donald Trump to lower the tariff. But with so much at stake, some businesses are taking matters into their own hands. Machine-tool maker Netstal Maschinen AG is looking to reduce the share of Swiss components in its supply chain for products aimed at the US market, which accounts for approximately 15% of revenue. Orders from the US have already fallen 20% in the first half of 2025, CEO Renzo Davatz said. And it's likely to get worse if the Swiss don't get a better deal. A one-hour drive away in Weggis, Adrian Steiner, the CEO of Thermoplan AG, which builds coffee machines for Starbucks among other things, is sketching out plans to expand production capacities in the EU and the US, he said. However, he wants to wait for a final decision until the US tariffs kick in. One high-profile consumer product caught up in the Swiss tariffs is Nespresso. Though Nestle SA sells the coffee capsules all over the world, it only produces them in Switzerland. Most of its other product lines are made locally for their respective markets. The same holds true for many of Switzerland's international listed companies, including consumer brands such as Lindt & Spruengli AG and Logitech International AG, as well as industrial players like ABB Ltd and Holcim AG. After Trump's so-called Liberation Day announcements on tariffs, some firms without fully diversified production front-loaded shippings to the US. Shipping company Kuehne and Nagel International AG saw a slight increase in industry-wide shipments from Switzerland to US in the period. Switzerland is only a small part of their business. But for companies that waited, believing the government's optimistic messaging about a US deal, there was a shock last week. Now, there's no time. 'There is some movement to expedite loadings, but generally the timeline is too tight to load unplanned shipments into containers and to then gate in and get on a ship,' a spokesperson for Kuehne and Nagel said. 'Many hinterland manufacturers simply did not have time.' The risks to the Swiss economy are sizable. A 39% tariff rate might knock off 1% of Switzerland's gross domestic product over the medium term. While large multinational companies have some chance of reorienting supply chains and production to cope, it's much harder for smaller family-owned businesses. There's also the personal cost. Lobby group Swissmem says the tariffs put tens of thousands of Swiss jobs at risk. Among Switzerland's top companies, Roche Holding AG and Novartis AG are in the clear for now as pharmaceuticals are exempt. But that might soon change, with Trump warning he could announce tariffs on the sector in the next week. Some companies have tried to get ahead of the tariffs by frontloading early in the year. 'We transferred a lot of stock already in the first six months of this year when the story about the tariffs started,' watchmaker Swatch said in a statement. 'In such a situation, inventory is key and a competitive advantage.' With assistance from Naomi Kresge, Jennifer Creery, Noele Illien and Sonja Wind.
Reuters
05-08-2025
- Business
- Reuters
Ypsomed to move production to Germany, increase output in US, Bloomberg News reports
Aug 5 (Reuters) - Swiss medical technology company Ypsomed (YPSN.S), opens new tab is planning to move some production to Germany and increase its output in the U.S. due to the threat of 39% tariffs on imports from Switzerland, Bloomberg News reported on Tuesday, citing its CEO Simon Michel.
Bloomberg
05-08-2025
- Business
- Bloomberg
Swiss Med-Tech Firm to Move Some Output Abroad to Ease Tariffs
Swiss medical-devices maker Ypsomed Holding AG plans to move some production to Germany and ramp up output in the US due to the threat of 39% tariffs on imports from Switzerland, according to Chief Executive Officer Simon Michel. Ypsomed, which is valued at 5.3 billion francs ($6.6 billion), is one of the first publicly traded companies to disclose concrete steps to offset US President Donald Trump's latest decision on tariffs targeting Swiss goods.
Yahoo
25-05-2025
- Business
- Yahoo
Ypsomed Holding AG Just Missed Earnings - But Analysts Have Updated Their Models
Investors in Ypsomed Holding AG (VTX:YPSN) had a good week, as its shares rose 5.0% to close at CHF380 following the release of its annual results. It was not a great result overall. Although revenues beat expectations, hitting CHF749m, statutory earnings missed analyst forecasts by 18%, coming in at just CHF6.41 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year. Our free stock report includes 1 warning sign investors should be aware of before investing in Ypsomed Holding. Read for free now. Following the latest results, Ypsomed Holding's four analysts are now forecasting revenues of CHF783.3m in 2026. This would be a modest 4.6% improvement in revenue compared to the last 12 months. Per-share earnings are expected to leap 101% to CHF12.86. In the lead-up to this report, the analysts had been modelling revenues of CHF813.5m and earnings per share (EPS) of CHF12.24 in 2026. If anything, the analysts look to have become slightly more optimistic overall; while they decreased their revenue forecasts, EPS predictions increased and ultimately earnings are more important. View our latest analysis for Ypsomed Holding The consensus has made no major changes to the price target of CHF414, suggesting the forecast improvement in earnings is expected to offset the decline in revenues next year. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Ypsomed Holding, with the most bullish analyst valuing it at CHF495 and the most bearish at CHF330 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that Ypsomed Holding's revenue growth is expected to slow, with the forecast 4.6% annualised growth rate until the end of 2026 being well below the historical 11% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.6% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Ypsomed Holding. The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Ypsomed Holding following these results. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. Still, earnings per share are more important to value creation for shareholders. The consensus price target held steady at CHF414, with the latest estimates not enough to have an impact on their price targets. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Ypsomed Holding going out to 2028, and you can see them free on our platform here. We don't want to rain on the parade too much, but we did also find 1 warning sign for Ypsomed Holding that you need to be mindful of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-05-2025
- Business
- Yahoo
Should You Be Adding Ypsomed Holding (VTX:YPSN) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up. In contrast to all that, many investors prefer to focus on companies like Ypsomed Holding (VTX:YPSN), which has not only revenues, but also profits. While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price. That means EPS growth is considered a real positive by most successful long-term investors. To the delight of shareholders, Ypsomed Holding has achieved impressive annual EPS growth of 52%, compound, over the last three years. That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens. Top-line growth is a great indicator that growth is sustainable, and combined with a high earnings before interest and taxation (EBIT) margin, it's a great way for a company to maintain a competitive advantage in the market. Ypsomed Holding maintained stable EBIT margins over the last year, all while growing revenue 37% to CHF749m. That's encouraging news for the company! The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart. View our latest analysis for Ypsomed Holding While we live in the present moment, there's little doubt that the future matters most in the investment decision process. So why not check this interactive chart depicting future EPS estimates, for Ypsomed Holding? Many consider high insider ownership to be a strong sign of alignment between the leaders of a company and the ordinary shareholders. So we're pleased to report that Ypsomed Holding insiders own a meaningful share of the business. Indeed, with a collective holding of 72%, company insiders are in control and have plenty of capital behind the venture. This should be seen as a good thing, as it means insiders have a personal interest in delivering the best outcomes for shareholders. That means they have plenty of their own capital riding on the performance of the business! It means a lot to see insiders invested in the business, but shareholders may be wondering if remuneration policies are in their best interest. Well, based on the CEO pay, you'd argue that they are indeed. Our analysis has discovered that the median total compensation for the CEOs of companies like Ypsomed Holding with market caps between CHF3.3b and CHF9.9b is about CHF1.6m. The Ypsomed Holding CEO received CHF1.0m in compensation for the year ending March 2024. That is actually below the median for CEO's of similarly sized companies. CEO compensation is hardly the most important aspect of a company to consider, but when it's reasonable, that gives a little more confidence that leadership are looking out for shareholder interests. It can also be a sign of good governance, more generally. Ypsomed Holding's earnings per share growth have been climbing higher at an appreciable rate. An added bonus for those interested is that management hold a heap of stock and the CEO pay is quite reasonable, illustrating good cash management. The strong EPS improvement suggests the businesses is humming along. Big growth can make big winners, so the writing on the wall tells us that Ypsomed Holding is worth considering carefully. Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Ypsomed Holding that you should be aware of. There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of Swiss companies which have demonstrated growth backed by significant insider holdings. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
