Update shared on20 Sep 2025
Fair value Decreased 2.50%Analysts have lowered their price target for Kuehne + Nagel International to CHF176.35, reflecting persistent macroeconomic headwinds, weak shipping rates, and disappointing booking volumes, with only modest optimism from recent shipping activity.
Analyst Commentary
- Weak jobs data and declining consumer confidence are pressuring Kuehne + Nagel's outlook and earnings potential.
- Bearish analysts remain cautious due to persistent softness in shipping rates and ongoing macroeconomic headwinds.
- Delays in volume bookings, particularly for February and March, negatively impacted Q2 results and contributed to price target reductions.
- Stronger shipping activity observed in June provides some optimism for Q3 performance, but is not sufficient to offset broader concerns.
- Overall, analysts have trimmed price targets across the board, reflecting a cautious stance on the sector's near-term recovery prospects.
What's in the News
- Updated 2025 full year recurring EBIT guidance to CHF 1.45–1.65 billion, with the midpoint 5% lower due to currency headwinds, particularly a weaker U.S. dollar versus the Swiss franc.
- Guidance range narrowed by 20% to CHF 200 million, reflecting increased visibility at mid-year.
- Assumes stable profitability entering the second half of 2025, with expectations for stronger earnings contribution in Q4 compared to Q3.
Valuation Changes
Summary of Valuation Changes for Kuehne + Nagel International
- The Consensus Analyst Price Target has fallen slightly from CHF180.88 to CHF176.35.
- The Consensus Revenue Growth forecasts for Kuehne + Nagel International has significantly fallen from 2.1% per annum to 1.2% per annum.
- The Future P/E for Kuehne + Nagel International has risen from 18.04x to 19.34x.
Disclaimer
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