Loomis (OM:LOOMIS) Could Be 5% Overvalued After Strong Q2 2026 Results

Loomis (OM:LOOMIS) drew fresh attention after reporting second quarter 2026 results, with sales of SEK 7,891 million and net income of SEK 608 million, alongside higher basic earnings per share from continuing operations.

See our latest analysis for Loomis.

Loomis shares have built strong momentum over 2026, with a 1 day share price return of 2.29% and a year to date share price return of 40.87%, while the 5 year total shareholder return of 132.86% highlights how longer term holders have been rewarded.

If Loomis’s recent move has you thinking about what else is working in the market, this could be a good time to uncover 104 top founder-led companies

After Loomis’s strong share price run and solid recent results, the stock now sits close to analyst price targets. Does the current balance between upside and risk still lean in favour of new buyers, given today’s valuation?

Most Popular Narrative: 5% Overvalued

Loomis closed at SEK537, while the most followed narrative sets fair value at SEK511.25. That gap reflects a view that the current price runs ahead of the long term assumptions behind the story.

Expansion into adjacent, high-security logistics services (e.g., Loomis Pharma and cross-border transport for valuables) leverages Loomis' existing expertise and network. This opens new, less commoditized markets with higher margins and recurring revenue profiles supporting future top-line and net margin growth.

Read the complete narrative. Read the complete narrative.

Want to see what sits under that fair value tag for Loomis? The narrative leans on a specific mix of revenue trends, margin uplift and future profit multiples. Curious which assumption does the heavy lifting in that model.

Result: Fair Value of SEK511.25 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, the Loomis narrative still hinges on cash usage holding up and new services scaling fast enough, which might not play out as analysts expect.

Find out about the key risks to this Loomis narrative.

Another View On Loomis Using Cash Flow

The analyst narrative suggests Loomis trades about 5% above fair value at SEK511.25. Our DCF model reaches a very different conclusion. It points to a fair value of SEK1,569.25 per share, which is far above the current SEK537 price and implies a wide margin to that estimate.

This kind of gap between a P/E based target and a cash flow based value raises a key question for investors: Which set of assumptions about Loomis’s future cash generation feels more realistic to you, and how much weight do you place on each method before acting?

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Loomis for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 253 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

If this mixed picture on Loomis leaves you undecided, take a closer look at the full data set and move quickly to shape your own view with 3 key rewards and 1 important warning sign

Looking for more investment ideas beyond Loomis?

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This 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.

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