US Aerospace And Defense Expansion Will Harness Industry 40 Trends

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Mar 25

Updated

06 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

1.9%

7D

5.3%

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1Y

1.9%

7D

5.3%

You can edit this narrative until Dec 7 4:10 AM. Then, changes will post as Updates.

Author's Valuation

UK£7.7813.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

Fair value Increased 4.54%

BOY: Future Multiple Expansion Will Be Driven By Margin Resilience

Our updated narrative raises the Analyst Price Target on Bodycote from £7.44 to £7.78 per share, reflecting analysts' mixed but overall constructive view, as modest price target trimming at JPMorgan is outweighed by a substantial upward revision from Deutsche Bank and a higher assumed future valuation multiple. Analyst Commentary Analyst reactions to Bodycote's outlook highlight a widening divergence in expectations, with some focusing on accelerating earnings power and others emphasizing near term execution risks and valuation discipline.

Shared on 01 May 25

Fair value Decreased 0.17%

Shared on 23 Apr 25

Fair value Decreased 2.49%

AnalystConsensusTarget has decreased revenue growth from 0.4% to 0.1%.

Shared on 17 Apr 25

Fair value Decreased 4.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 3.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.40%

AnalystConsensusTarget has decreased revenue growth from 1.9% to 0.4%.

Shared on 19 Mar 25

Fair value Increased 9.46%

AnalystConsensusTarget has increased revenue growth from -0.4% to 1.9% and increased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget Fair Value

UK£7.78

13.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

0.19%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.01%

Calculation

UK£109.74m

Earnings '28

x

15.42x

PE Ratio '28

=

UK£1.69b

Market Cap '28

UK£1.69b

Market Cap '28

/

168.25m

No. shares '28

=

UK£10.06

Share Price '28

UK£10.06 Share Price '28

Discounted to 2025 @ 9.01% p.a.

=

UK£7.76

Fair Value '25