Update shared on03 Sep 2025
Fair value Decreased 1.63%Analysts have modestly lowered their price target for Kuehne + Nagel International to CHF180.88, citing ongoing weakness in shipping volumes, diluted shipping rates, and persistent sector headwinds that continue to cloud the near-term profitability outlook despite some recent rate stabilization.
Analyst Commentary
- Bearish analysts cite persistent weakness in shipping volumes and soft demand in key months as a reason for lowering targets.
- Ongoing booking delays and diluted shipping rates, particularly due to weak performance in February and March, have pressured near-term outlooks.
- Some stabilization is noted with shipping rates strengthening in June, offering support for future quarters, though not enough for upgrades.
- Bearish analysts maintain negative stances due to sector headwinds and little evidence of a near-term recovery in freight forwarding profitability.
- Ratings are largely maintained at Underweight, Sell, or Neutral/Equal Weight, reflecting caution despite recent rate rebounds.
What's in the News
- Updated 2025 full-year recurring EBIT guidance to CHF 1.45–1.65 billion, a midpoint 5% lower than previous guidance, reflecting sizable currency headwinds from a weaker U.S. dollar relative to the Swiss franc.
- Narrowed EBIT guidance range by around 20% to CHF 200 million, in line with the year being half over.
- Base case assumption is stable profitability entering the second half, with expectations for the fourth quarter to outperform the third in earnings contribution.
Valuation Changes
Summary of Valuation Changes for Kuehne + Nagel International
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF183.88 to CHF180.88.
- The Consensus Revenue Growth forecasts for Kuehne + Nagel International has significantly risen from 1.8% per annum to 2.1% per annum.
- The Net Profit Margin for Kuehne + Nagel International remained effectively unchanged, moving only marginally from 5.08% to 4.99%.
Disclaimer
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