以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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THEON
21 atoms · 跨 2 天 · 首见 2026-04-21 · 最近 2026-05-22
三色: 🟦 fact 19 · 🟥 take 2 · stance ▲18/▼0/◆3
来源: X 21
时态: fresh:16 · aging:3 · stale:2
标签: 好数字:15 · 好观点:6
叙事 (narrative) (3)
- 2026-04-21
[老化中] · 首席执行官表态
CEO stated that they are not a video game company
tags: 好观点 · → daily
- 2026-04-21
[老化中] · M&A 战略
Expansion through M&A remains a key focus
tags: 好观点 · → daily
- 2026-04-21
[老化中] · 国防行业趋势
Decades of under-investment are now reversing
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-04-21 · 营收预期
Guide 570-600m Rev next year conservative as they state
tags: 好数字 · → daily
value: qty=570-600m · date=next year
- 2026-04-21 · 长期营收结构目标
Platform revenue will contribute in 26 & 27 and scale towards 20% of group revenue over time
tags: 好数字 · → daily
value: qty=20% · date=over time
立场 (position) (2)
展开 2 条老旧 / 已过期
- 2026-05-22
[老旧] · shareholder position
$THEON shareholder here
tags: 好观点 · → daily
value: qty=1 · date=2026-05-22
- 2026-04-21
[老旧] · 投资观点
Founder-led mid-caps with such an execution track record on top of an industry under heavy tailwings aren't found often
tags: 好观点 · → daily
事实 (fact) (14)
- 2026-04-21 · book-to-bill ratio
Book-to-bill ratio 3x
tags: 好数字 · → daily
value: qty=3x
- 2026-04-21 · soft backlog
Soft backlog 1.4B + Options worth 856m
tags: 好数字 · → daily
value: qty=1.4B
- 2026-04-21 · 营收增长率
Revenue +26% YoY
tags: 好数字 · → daily
value: qty=26% · date=YoY
- 2026-04-21 · EBITDA增长率
EBITDA +29% YoY
tags: 好数字 · → daily
value: qty=29% · date=YoY
- 2026-04-21 · 净利润增长率
Net income +20% YoY
tags: 好数字 · → daily
value: qty=20% · date=YoY
- 2026-04-21 · 营运现金流
Operating cash flow came in at 45.5m for the year negative in 2024
tags: 好数字 · → daily
value: qty=45.5m · date=2025
- 2026-04-21 · 净营运资本吸收率
NWC absorption was reduced to 41% with 35% being the medium-term target
tags: 好数字 · → daily
value: qty=41% · date=2025
- 2026-04-21 · 订单录入
2025年订单录入 Order Intake: 1,313.9m €
tags: 好数字 · → daily
value: qty=1,313.9m · date=2025
- 2026-04-21 · 软积压
2025年软积压 Soft Backlog: 1,414.3m €
tags: 好数字 · → daily
value: qty=1,414.3m · date=2025
- 2026-04-21 · 营收
2025年营收 Revenue: 443.4m €
tags: 好数字 · → daily
value: qty=443.4m · date=2025
- 2026-04-21 · 每股收益
2025年每股收益 EPS: 1.16 €
tags: 好数字 · → daily
value: qty=1.16 · date=2025
- 2026-04-21 · 净利润
2025年净利润 Net Profit: 81.2m €
tags: 好数字 · → daily
value: qty=81.2m · date=2025
- 2026-04-21 · 毛利率趋势
was pleasantly surprised to see it stable
tags: 好数字 · → daily
value: direction=stable
- 2026-04-21 · 订单执行历史
they have never missed an order
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-05-22 ·
position · shareholder position · → daily
- 2026-04-21 ·
forecast · 营收预期 · → daily
- 2026-04-21 ·
fact · book-to-bill ratio · → daily
- 2026-04-21 ·
fact · soft backlog · → daily
- 2026-04-21 ·
fact · 营收增长率 · → daily
- 2026-04-21 ·
fact · EBITDA增长率 · → daily
- 2026-04-21 ·
fact · 净利润增长率 · → daily
- 2026-04-21 ·
fact · 营运现金流 · → daily
- 2026-04-21 ·
fact · 净营运资本吸收率 · → daily
- 2026-04-21 ·
fact · 订单录入 · → daily
- 2026-04-21 ·
fact · 软积压 · → daily
- 2026-04-21 ·
fact · 营收 · → daily
- 2026-04-21 ·
fact · 每股收益 · → daily
- 2026-04-21 ·
fact · 净利润 · → daily
- 2026-04-21 ·
forecast · 长期营收结构目标 · → daily
- 2026-04-21 ·
fact · 毛利率趋势 · → daily
- 2026-04-21 ·
narrative · 首席执行官表态 · → daily
- 2026-04-21 ·
fact · 订单执行历史 · → daily
- 2026-04-21 ·
narrative · M&A 战略 · → daily
- 2026-04-21 ·
narrative · 国防行业趋势 · → daily
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