Capital Goods Swiss Community

Key Takeaways Declining order backlog and challenging construction markets threaten sales revenue, especially with low demand in Germany. Integration costs and financial liabilities may tighten liquidity, while upcoming CEO transition could introduce strategic uncertainty.

Key Takeaways Shape4Growth program aims to improve margins and earnings through cost savings and operational efficiencies. Growth in North America targets hardware and automation, supported by M&A and sustainability initiatives for market expansion.

Key Takeaways Acquisitions and expanded digital offerings could boost revenue through increased production capacity and enhanced service capabilities in fuel injection and marine sectors. Anticipated growth in high-speed turbochargers and emergency generators offers revenue opportunities, supported by improved operating efficiency and cost management.

Key Takeaways Strategic focus on water solutions and divesting non-core divisions enhance profitability and resilience, supporting future revenue growth. Bolt-on acquisitions and Uponor acquisition improve market position in sustainable water solutions, driving growth in a climate-affected world.

Key Takeaways Geberit's focus on new products and market expansion is expected to drive future revenue growth and enhance market share. Specialization in manufacturing and strategic operational adjustments aim to boost profitability by improving efficiency and saving costs.

Key Takeaways Strong growth in modernization order intake and service markets signals robust revenue and profitability potential, especially in key regions like India and Brazil. Planned share buyback and operational improvements, including consistent EBIT margin enhancements, could boost earnings per share and net margins.