Reece (REH) Aktienübersicht
Reece Limited vertreibt Sanitär-, Wasser-, Heizungs-, Lüftungs-, Klima- und Kühlprodukte an gewerbliche und private Kunden in Australien, Neuseeland und den Vereinigten Staaten. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
Bei unseren Risikoprüfungen wurden keine Risiken für REH festgestellt.
REH Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Reece Limited Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | AU$16.28 |
| 52-Wochen-Hoch | AU$17.45 |
| 52-Wochen-Tief | AU$10.14 |
| Beta | 1.06 |
| 1 Monat Veränderung | -2.69% |
| 3 Monate Veränderung | 20.68% |
| 1 Jahr Veränderung | 21.86% |
| 3 Jahre Veränderung | -15.65% |
| 5 Jahre Veränderung | -32.53% |
| Veränderung seit IPO | 5,859.00% |
Aktuelle Nachrichten und Updates
Analyseartikel • Jul 23
Is There Now An Opportunity In Reece Limited (ASX:REH)?
Reece Limited ( ASX:REH ), might not be a large cap stock, but it saw a significant share price rise of 25% in the past...
Narrative-Update • Jun 17
REH: Structural Breakout Pattern Will Support Future Upside Potential
Analysts have kept their A$18.00 price target for Reece unchanged, with modest tweaks to revenue growth, profit margin and discount rate assumptions following recent research that includes a downgrade from Goldman Sachs. What’s in the News for Reece Technical analysts highlight Reece Limited as approaching a major structural breakout level after a prolonged consolidation phase linked to softer residential construction activity, according to recent coverage titled “Reece Limited (ASX:REH): Building Products Leader Approaches Major Structural Breakout.” The stock is reported to be forming a large scale Inverse Head & Shoulders pattern, which chart watchers often view as a potential signal of a shift in longer term price behavior.
Narrative-Update • Jun 02
REH: Future Margins And Earnings Multiples Will Likely Compress Further
Analysts have trimmed their price target for Reece to A$10.79 from A$10.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news or key developments for Reece are provided in the available sources at this time.
Narrative-Update • May 05
REH: FY26 EBIT Guidance And Dividend Track Will Support Rerating Potential
Analysts have trimmed their price target for Reece to A$15.03 from A$15.61, reflecting slightly more cautious assumptions around discount rates, revenue growth, margins and future P/E multiples, in line with recent Street research downgrades. Analyst Commentary Street research around the latest price target trim highlights a mix of optimism on Reece’s long term opportunity and caution on how much investors should be paying for that story today.Recent updates
Analyseartikel • Jul 23
Is There Now An Opportunity In Reece Limited (ASX:REH)?
Reece Limited ( ASX:REH ), might not be a large cap stock, but it saw a significant share price rise of 25% in the past...Narrative-Update • Jun 17
REH: Structural Breakout Pattern Will Support Future Upside Potential
Analysts have kept their A$18.00 price target for Reece unchanged, with modest tweaks to revenue growth, profit margin and discount rate assumptions following recent research that includes a downgrade from Goldman Sachs. What’s in the News for Reece Technical analysts highlight Reece Limited as approaching a major structural breakout level after a prolonged consolidation phase linked to softer residential construction activity, according to recent coverage titled “Reece Limited (ASX:REH): Building Products Leader Approaches Major Structural Breakout.” The stock is reported to be forming a large scale Inverse Head & Shoulders pattern, which chart watchers often view as a potential signal of a shift in longer term price behavior.Narrative-Update • Jun 02
REH: Future Margins And Earnings Multiples Will Likely Compress Further
Analysts have trimmed their price target for Reece to A$10.79 from A$10.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news or key developments for Reece are provided in the available sources at this time.Narrative-Update • May 05
REH: FY26 EBIT Guidance And Dividend Track Will Support Rerating Potential
Analysts have trimmed their price target for Reece to A$15.03 from A$15.61, reflecting slightly more cautious assumptions around discount rates, revenue growth, margins and future P/E multiples, in line with recent Street research downgrades. Analyst Commentary Street research around the latest price target trim highlights a mix of optimism on Reece’s long term opportunity and caution on how much investors should be paying for that story today.Narrative-Update • Apr 21
REH: FY26 EBIT Guidance And Dividend Will Support Future Upside Potential
Analysts have kept Reece's fair value estimate steady at A$18.00, citing small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions following recent mixed research views from major brokers. Analyst Commentary Recent Street research on Reece has been mixed, with one major global bank moving to a more cautious stance while another large broker took a more constructive view earlier in the year.Narrative-Update • Apr 06
REH: Upgraded Views And FY26 Guidance Will Support Future Upside Potential
Analysts have adjusted their view on Reece, with the consensus fair value estimate moving from A$16.60 to A$18.00. This points to expectations of slightly stronger revenue growth, a modestly lower profit margin, a higher discount rate and a lower future P/E.Narrative-Update • Mar 23
REH: FY26 EBIT Guidance And Dividend Outlook Will Support Rerating Potential
Analysts have lifted the price target for Reece to A$15.61 from A$15.43, reflecting updated views on revenue growth, margins and P/E assumptions following recent research updates from major brokers. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade as a sign that updated revenue and margin assumptions can support the revised A$15.61 price target without relying on aggressive P/E multiples.Narrative-Update • Mar 09
REH: Future Earnings Delivery And Capital Returns Will Shape Balanced Outlook
Analysts have raised their price target on Reece from A$11.82 to about A$15.43, citing updated assumptions around revenue growth, profit margins, fair value, and future P/E multiples reflected in recent Street research. Analyst Commentary Recent Street research on Reece reflects a mix of optimism and caution, with analysts updating their assumptions on revenue growth, profitability, and the multiples they are willing to pay for the stock.Narrative-Update • Feb 23
REH: Higher P/E And Buyback Activity Will Support Balanced Future Returns
Analysts have lifted their price target on Reece from A$16.00 to A$16.60, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after recent research coverage changes. Analyst Commentary Recent research updates on Reece point to a more constructive tone from bullish analysts, who are focusing on how the company might justify a higher valuation through execution and earnings quality rather than short term trading moves.Analyseartikel • Feb 14
What Is Reece Limited's (ASX:REH) Share Price Doing?
Reece Limited ( ASX:REH ), might not be a large cap stock, but it saw a significant share price rise of 37% in the past...Narrative-Update • Feb 08
REH: Higher P/E And Buyback Plan Will Support Bullish Case
Analysts have raised their price target for Reece from A$15.59 to A$16.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent research activity. Analyst Commentary Recent research activity on Reece reflects a mix of fresh coverage and more positive stances, with analysts updating their assumptions around fair value, discount rates, revenue growth, profit margins and future P/E multiples.Analyseartikel • Jan 31
Estimating The Intrinsic Value Of Reece Limited (ASX:REH)
Key Insights Reece's estimated fair value is AU$15.01 based on 2 Stage Free Cash Flow to Equity Reece's AU$14.80 share...Narrative-Update • Jan 25
REH: Higher P/E Expectations Will Support Bullish Case Following Neutral Initiation
Analysts have lifted their price target on Reece to A$15.59 from A$14.04, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple in line with recent Street research, including Jefferies' neutral initiation. Analyst Commentary Recent research has focused on how Reece's current share price lines up with analysts' revised assumptions for revenue, margins, and valuation multiples.Analyseartikel • Jan 17
Reece (ASX:REH) Has Some Way To Go To Become A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Narrative-Update • Jan 10
REH: Buyback And Index Change Will Shape Margins And Earnings Outlook
Analysts have inched up their price target for Reece to A$14.04 from A$14.04, reflecting small adjustments to fair value, discount rate assumptions, revenue growth expectations and profit margin forecasts, along with a slightly lower future P/E multiple. What's in the News Reece Limited (ASX:REH) authorized a share repurchase program on November 27, 2025, with capacity to buy back up to A$35 million of shares, funded from existing cash and debt facilities, with the program running until December 11, 2026 (company announcement).Narrative-Update • Dec 26
REH Will Face Weaker Margins Despite Expanded Share Buyback Program
Analysts have trimmed their price target on Reece from 12.50 dollars to 10.00 dollars, reflecting slightly higher perceived risk, a modestly stronger revenue growth outlook, and expectations for lower profit margins and valuation multiples. What's in the News Reece increased its equity buyback authorization by AUD 50 million on December 22, 2025, lifting the total program size to AUD 85 million (company announcement).Analyseartikel • Dec 20
Investor Optimism Abounds Reece Limited (ASX:REH) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 24.7x Reece Limited ( ASX:REH ) may be sending bearish signals at the...Narrative-Update • Dec 12
REH: Share Buyback Will Support Margins And Future Earnings Power
Analysts have lowered their price target on Reece from approximately $19.52 to $14.04. This reflects a more cautious view on margins and valuation multiples, even as revenue growth expectations improve.Analyseartikel • Nov 13
At AU$10.95, Is Reece Limited (ASX:REH) Worth Looking At Closely?
Reece Limited ( ASX:REH ), is not the largest company out there, but it saw significant share price movement during...Analyseartikel • Oct 28
Estimating The Fair Value Of Reece Limited (ASX:REH)
Key Insights The projected fair value for Reece is AU$14.66 based on 2 Stage Free Cash Flow to Equity Current share...Analyseartikel • Oct 08
Reece (ASX:REH) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Sep 22
Reece (ASX:REH) Has Announced A Dividend Of A$0.1186
Reece Limited ( ASX:REH ) has announced that it will pay a dividend of A$0.1186 per share on the 22nd of October. The...Analyseartikel • Sep 06
Some Reece Limited (ASX:REH) Shareholders Look For Exit As Shares Take 25% Pounding
Unfortunately for some shareholders, the Reece Limited ( ASX:REH ) share price has dived 25% in the last thirty days...Narrative-Update • Aug 26
Acquiring Shadowboxer And Opening New Branches Will Improve Customer Experience
Despite an upgrade in consensus revenue growth forecasts, a notable decline in expected net profit margins has led analysts to lower Reece’s fair value estimate from A$15.30 to A$12.98. What's in the News Reece declared a final dividend of 11.86 cents per share fully franked, bringing total dividends for Fiscal Year 2025 to 18.36 cents per share, down from 25.75 cents per share in the previous fiscal year.Analyseartikel • Aug 10
What Is Reece Limited's (ASX:REH) Share Price Doing?
Reece Limited ( ASX:REH ), is not the largest company out there, but it saw significant share price movement during...
Neues Narrative • Feb 09
Expanding Networks And Digital Investments Will Boost Operational Excellence Amid Market Challenges
Expansion and network enhancement in the U.S. and ANZ, including new distribution centers, are expected to drive sales and streamline operations.Aktionärsrenditen
| REH | AU Trade Distributors | AU Markt | |
|---|---|---|---|
| 7D | 1.8% | 0.1% | 1.0% |
| 1Y | 21.9% | -2.6% | 1.2% |
Rendite im Vergleich zur Industrie: REH übertraf die Branche Australian Trade Distributors , die im vergangenen Jahr eine Rendite von -2.6 erzielte.
Rendite vs. Markt: REH übertraf den Markt Australian, der im vergangenen Jahr eine Rendite von 1.2 erzielte.
Preisvolatilität
| REH volatility | |
|---|---|
| REH Average Weekly Movement | 4.7% |
| Trade Distributors Industry Average Movement | 5.9% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.8% |
Stabiler Aktienkurs: REH hatte in den letzten 3 Monaten im Vergleich zum Australian -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: REHDie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1919 | 9,000 | Peter Wilson | www.reece.com.au |
Reece Limited vertreibt Sanitär-, Wasser-, Heizungs-, Lüftungs-, Klima- und Kühlprodukte an gewerbliche und private Kunden in Australien, Neuseeland und den Vereinigten Staaten. Das Unternehmen bietet auch Produkte für die Bewässerung und Schwimmbäder sowie für den Brandschutz an. Zu den Produkten gehören Armaturen und Zubehör, Waschtische und Spiegel, Duschen, Toiletten, Waschbecken, Bäder und Whirlpools, Rohre und Armaturen, Waschbecken und Tröge, Warmwassersysteme, Bad- und Küchengeräte, Heizung und Kühlung, Bewässerung und Pools, Pumpen und Wasserfiltersysteme, Werkzeuge und Ventile.
Reece Limited's Grundlagenzusammenfassung
| REH grundlegende Statistiken | |
|---|---|
| Marktanteil | AU$10.01b |
| Gewinn(TTM) | AU$280.28m |
| Umsatz(TTM) | AU$9.22b |
35.7x
Kurs-Gewinn-Verhältnis 1.1x
Kurs-Umsatz-VerhältnisIst REH zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| REH Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | AU$9.22b |
| Kosten der Einnahmen | AU$6.60b |
| Bruttogewinn | AU$2.62b |
| Sonstige Ausgaben | AU$2.34b |
| Gewinn | AU$280.28m |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
Aug 23, 2026
| Gewinn per Aktie (EPS) | 0.46 |
| Bruttomarge | 28.39% |
| Nettogewinnspanne | 3.04% |
| Schulden/Eigenkapital-Verhältnis | 32.6% |
Wie hat sich REH auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
1.1%
Aktuelle Dividendenrendite39%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/28 19:32 |
| Aktienkurs zum Tagesende | 2026/07/28 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/06/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Reece Limited wird von 20 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |