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CLFF.MI Borsa Italiana Textiles & Leather Goods

Caleffi S.P.A.

€0,76
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Mcap
P/E
EV / Rev
Div yield
Op margin
5,1 %
ROE
6,7 %
Net margin
3,0 %
Debt / equity
0,54
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

CLFF.MI operates in the Textiles & Leather Goods industry, generating revenue primarily through the production and sale of consumer goods within the Cyclical Consumer Products sector.

Business. CLFF.MI is a company operating in the Textiles & Leather Goods industry within the Consumer Cyclicals sector. The firm generates revenue through the sale of products, with key performance indicators including organic revenue growth, gross margin, and wholesale versus retail mix. It is listed on the Borsa Italiana under the ticker CLFF.MI. Specific details regarding operating segments, headquarters location, and geographic revenue breakdown are not available in the provided data.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryTextiles & Leather Goods
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
6,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning CLFF.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to CLFF.MI. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    CLFF.MI is a company operating in the Textiles & Leather Goods industry within the Consumer Cyclicals sector. The firm generates revenue through the sale of products, with key performance indicators including organic revenue growth, gross margin, and wholesale versus retail mix. It is listed on the Borsa Italiana under the ticker CLFF.MI. Specific details regarding operating segments, headquarters location, and geographic revenue breakdown are not available in the provided data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Products
    IndustryTextiles & Leather Goods
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 0.54, indicating a moderate level of leverage, and a current ratio of 2.34, suggesting it has sufficient short-term assets to cover its liabilities. However, the company's net cash position is negative after subtracting total debt, signaling potential liquidity constraints.

    In terms of profitability, CLFF.MI reports a return on equity of 6.73% and a return on assets of 3.12%, which are below the typical thresholds for strong performance in the Textiles & Leather Goods industry. The operating income of 3.15 million EUR and net income of 1.84 million EUR reflect a relatively modest profit margin, which may indicate challenges in maintaining competitive pricing or managing operational costs.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification, which could expose it to regional economic fluctuations. The operating cash flow of 4.8 million EUR and free cash flow of 3.87 million EUR suggest the company is generating positive cash from operations, but the capital expenditure of -478,000 EUR indicates a reduction in investment in long-term assets.

    Looking ahead, the company's revenue is expected to remain stable, with the mean analyst estimate for the next fiscal year aligning closely with the most recent actual revenue of 61.09 million EUR. The mean EPS estimate of 0.14 EUR is slightly higher than the last actual EPS of 0.12 EUR, indicating a modest improvement in earnings per share.

    The risk assessment highlights a medium liquidity risk and a low dilution risk, with the key flag being the negative net cash position after subtracting total debt. The company has not disclosed any recent events or filings that would significantly alter its risk profile or strategic direction.

    Key takeaways
    • CLFF.MI has a moderate debt load and sufficient short-term liquidity to cover its liabilities.
    • The company's profitability metrics are below industry benchmarks, indicating potential operational inefficiencies.
    • Revenue is concentrated in a single segment with no geographic diversification, increasing exposure to regional economic risks.
    • Analysts expect stable revenue and a slight improvement in earnings per share for the next fiscal year.
    • The company faces a medium liquidity risk due to its negative net cash position after subtracting total debt.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    €0,76
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    €27.3M
    Net cash
    -€14.6M
    Current ratio
    2.3
    Debt / equity
    0.5
    ROA
    3.1%
    ROE
    6.7%
    Cash conversion
    261.0%
    CapEx / revenue
    -0.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,14
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,14
    Revenueno estimateno estimate61,1M EUR
    Operating incomeno estimateno estimate3,4M EUR
    Full-year consensus mean (period as reported by source) · consensus in EUR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    12-month price target€2,48 · Median €2,48
    Low €2,48High €2,48
    Operating income · consensus3,4M EUR
    EPS surprise
    −14,3 %
    reported vs consensus · miss
    Revenue surprise
    −0,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low€2,48
    Mean€2,48
    Median€2,48
    High€2,48
    Spot€0,76
    +227.2 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin5,1 %Above median
    Net Margin3,0 %Above median
    ROE6,7 %Above median
    Capex / Rev-0,8 %Above P75
    D/E0,54Below median
    Cash Conv2,61Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • CLFF.MI Market data — financials · 2026-05-27
    • Caleffi SpA Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Leadership

    • Giuliana CaleffiExecutive Chairman of the Board
    • Guido FerrettiChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    CLFF.MICanonical
    Borsa Italiana · EUR

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage