BELIMO Holding AG

SWX:BEAN Lagerbericht

Marktkapitalisierung: CHF 10.8b

BELIMO Holding Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

BELIMO Holding wird ein jährliches Gewinn- und Umsatzwachstum von 13.6% bzw. 9.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 13.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 33.4% betragen.

Wichtige Informationen

13.6%

Wachstumsrate der Gewinne

13.65%

EPS-Wachstumsrate

Building Gewinnwachstum11.3%
Wachstumsrate der Einnahmen9.9%
Zukünftige Eigenkapitalrendite33.40%
Analystenabdeckung

Good

Zuletzt aktualisiert05 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update • Jun 09

BEAN: Elevated Data Center Hopes Will Likely Restrain Future Share Returns

Analysts have raised their fair value estimate for BELIMO Holding from CHF 510.26 to CHF 579.80, citing higher assumed revenue growth, slightly stronger profit margins, and a higher future P/E multiple that is in line with recent upgrades and positive views on the company’s role in data center liquid cooling. Analyst Commentary Recent research coverage has been broadly constructive on BELIMO Holding, with price targets such as CHF 1,070 and CHF 1,000 reflecting confidence in the company’s positioning and its exposure to data center liquid cooling.
Narrativ-Update • May 25

BEAN: Data Center Cooling Upside Will Support Premium Future P E

Analysts kept the fair value for BELIMO Holding steady at CHF 1,060, with only modest tweaks to growth and margin assumptions. Recent Street research highlights both the perceived quality of its data center liquid cooling opportunity and some caution around tariff driven earnings pressure.
Analyseartikel • May 14

Does BELIMO Holding (VTX:BEAN) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Narrativ-Update • Apr 21

BEAN: Higher Tariffs Look Set To Constrain Margins And Future Returns

The Analyst Price Target for BELIMO Holding has been adjusted by analysts to CHF 510.26 from CHF 531.51. This reflects updated assumptions around discount rates, revenue growth, margins and P/E multiples, alongside mixed Street research where some firms lowered targets on tariff and margin considerations while others raised them based on continued demand expectations.
Narrativ-Update • Apr 07

BEAN: Unique DC Opportunity Will Drive Future Upside Despite Higher Tariffs

Analysts have trimmed the blended fair value estimate for BELIMO Holding from CHF 909.25 to about CHF 880.86, reflecting modestly softer growth and margin assumptions, alongside adjusted price targets that balance a still constructive demand view with higher expected tariff burdens. Analyst Commentary Recent Street research points to a mixed but generally constructive view on BELIMO Holding, with price targets clustered around but not fully aligned with the trimmed blended fair value estimate.
Narrativ-Update • Mar 24

BEAN: Tariff Headwinds And Margin Reset Will Support Premium Future P E

Analysts now set the fair value estimate for BELIMO Holding at CHF 1,060, around CHF 10 lower than before, as they balance a slightly reduced profit margin outlook and tariff related caution with firmer assumptions on revenue growth and future P/E multiples. Analyst Commentary Recent Street research shows a split but generally constructive stance on BELIMO Holding, with several bullish analysts still framing the current share price as attractive relative to their revised fair value views.
Narrativ-Update • Mar 08

BEAN: Higher Tariffs And Softer Margins Will Likely Pressure Future Returns

Narrative Update The analyst price target on BELIMO Holding has been reduced by CHF 35 to reflect slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins and future P/E. Analysts are balancing cautious updates to earnings forecasts with mixed recent target moves across the Street.
Narrativ-Update • Feb 22

BEAN: Updated Margins And Discount Rate Will Support Premium Future P E

Analysts have raised their price targets on BELIMO Holding by CHF 20 and CHF 29 respectively, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the basis for their revised views. Analyst Commentary Recent research points to a more constructive stance on BELIMO Holding, with bullish analysts adjusting their models to reflect revised assumptions for discount rates, revenue, margins, and future P/E levels.
Narrativ-Update • Feb 07

BEAN: Higher Price Expectations And Profitability Assumptions Will Shape Future Performance

Analysts have lifted their price targets on BELIMO Holding by about CHF 56 overall, reflecting updated assumptions for a fair value of CHF 909.25, a discount rate of 5.23%, revenue growth of 13.46%, a profit margin of 19.57% and a future P/E of 43.10x. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets suggest they see the updated fair value of CHF 909.25 as supported by the current valuation framework, including the 5.23% discount rate and 43.10x future P/E.
Narrativ-Update • Jan 24

BEAN: Rising Confidence In Premium P E Will Support Long Term Thesis

Analysts have lifted their fair value estimate for BELIMO Holding from CHF 1,000 to CHF 1,070, citing updated assumptions on revenue growth, profit margins and future P/E that align with recent price target increases from major research houses. Analyst Commentary Recent research updates signal a more constructive stance on BELIMO Holding, with higher fair value and price targets reflecting revised assumptions on revenue, margins and future P/E.
Narrativ-Update • Jan 09

BEAN: Tariff Cost Pressures Will Test But Not Break Long Term Thesis

Analysts have trimmed their fair value estimate for BELIMO Holding from CHF 1,100 to CHF 1,000 as they factor in a slightly higher discount rate, more moderate revenue growth assumptions, and tariff related pressure on material costs and gross profits, even while assuming a higher profit margin and a lower future P/E multiple. Analyst Commentary Some bullish analysts remain constructive on BELIMO Holding even as they trim their fair value assumptions.
Narrativ-Update • Dec 14

BEAN: Tariff-Driven Cost Pressures Will Likely Erode Future Profit Margins

The analyst price target for BELIMO Holding has been reduced from approximately CHF 1,052 to about CHF 989, as analysts factor in steady demand but increased pressure on material costs and gross margins from tariffs. Analyst Commentary Bearish analysts have trimmed their expectations for BELIMO Holding, reflecting mounting concerns that rising input costs and tariff related headwinds could weigh more heavily on profitability than previously anticipated.
Analyseartikel • Dec 07

We Think BELIMO Holding (VTX:BEAN) Can Manage Its Debt With Ease

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Narrativ-Update • Nov 28

BEAN: Cost Pressures And Gross Margins Will Influence Performance Amid Steady Demand

Analysts have revised BELIMO Holding's target price downward; the Street consensus has shifted from CHF 1,052 to CHF 989, citing continued pressure on material costs and industry profit margins, even with stable demand trends. Analyst Commentary Recent analyst reports on BELIMO Holding offer a range of perspectives regarding the company's prospects amid shifting industry conditions.
Narrativ-Update • Nov 14

BEAN: Cost Pressures And Margins Will Shape Performance Despite Stable Demand

The analyst consensus price target for BELIMO Holding has been revised downward, decreasing by CHF 21 to CHF 852.86. Analysts cite ongoing cost pressures and a slightly lower profit margin outlook, despite stable underlying demand.
Analyseartikel • Nov 10

BELIMO Holding AG's (VTX:BEAN) Earnings Haven't Escaped The Attention Of Investors

BELIMO Holding AG's ( VTX:BEAN ) price-to-earnings (or "P/E") ratio of 56.6x might make it look like a strong sell...
Narrativ-Update • Oct 31

BEAN: Material Cost Pressures And Market Stabilization Will Influence Near-Term Performance

The consensus analyst price target for BELIMO Holding was revised downward by CHF 9. This adjustment reflects concerns about continued material cost pressures and stabilized demand, according to recent analyst commentary.
Analyseartikel • Oct 28

We Like BELIMO Holding's (VTX:BEAN) Returns And Here's How They're Trending

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Narrativ-Update • Oct 17

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Analysts recently raised their price target for BELIMO Holding from CHF 788 to CHF 1,052, citing stronger operating leverage and resilience in key segments as primary drivers for their improved outlook. Analyst Commentary Recent research reports present a mix of optimism and caution regarding BELIMO Holding’s prospects.
Analyseartikel • Oct 09

Does BELIMO Holding (VTX:BEAN) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Narrativ-Update • Oct 03

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Analysts have raised their price target for BELIMO Holding from CHF 863.14 to CHF 883.29. This reflects expectations of stronger revenue growth and improved market conditions, despite some ongoing challenges.
Analyseartikel • Sep 27

Should You Think About Buying BELIMO Holding AG (VTX:BEAN) Now?

Today we're going to take a look at the well-established BELIMO Holding AG ( VTX:BEAN ). The company's stock received a...
Narrativ-Update • Sep 09

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Analysts have slightly lowered BELIMO Holding’s price target to CHF863.14, balancing optimism around data center performance, OEM channel recovery, and operating leverage against ongoing U.S. market risks and valuation concerns. Analyst Commentary Bullish analysts highlight Belimo's strong performance in data centers and confidence stemming from the accelerating Blackwell rollout.
Analyseartikel • Sep 01

Is BELIMO Holding (VTX:BEAN) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyseartikel • Aug 05

BELIMO Holding AG's (VTX:BEAN) P/E Is On The Mark

BELIMO Holding AG's ( VTX:BEAN ) price-to-earnings (or "P/E") ratio of 67.6x might make it look like a strong sell...
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Neues Narrativ • Jul 27

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Rapid data center growth and focus on high-value retrofits position BELIMO for strong revenue upside and resilience to construction market swings.
Analyseartikel • Jun 23

When Should You Buy BELIMO Holding AG (VTX:BEAN)?

BELIMO Holding AG ( VTX:BEAN ) saw a significant share price rise of 71% in the past couple of months on the SWX. The...

Gewinn- und Umsatzwachstumsprognosen

SWX:BEAN - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (CHF Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,5962952363148
12/31/20271,4592622022789
12/31/20261,2802221262219
12/31/20251,12118298185N/A
9/30/20251,076176107194N/A
6/30/20251,032171115203N/A
3/31/2025988159123199N/A
12/31/2024944147132195N/A
9/30/2024914148128182N/A
6/30/2024884149125170N/A
3/31/2024871143117163N/A
12/31/2023859137110157N/A
9/30/2023869132100148N/A
6/30/202387912791139N/A
3/31/202386312575126N/A
12/31/202284712358113N/A
9/30/202282211867124N/A
6/30/202279711376135N/A
3/31/202278111491144N/A
12/31/2021765116106153N/A
9/30/2021738112108146N/A
6/30/2021710109110139N/A
3/31/202168698103133N/A
12/31/20206618797126N/A
9/30/20206679892124N/A
6/30/202067310988123N/A
3/31/202068311586124N/A
12/31/201969312185125N/A
9/30/2019683107N/A118N/A
6/30/201967392N/A110N/A
3/31/201965889N/A112N/A
12/31/201864386N/A114N/A
9/30/201863086N/A109N/A
6/30/201861787N/A104N/A
3/31/201859982N/A93N/A
12/31/201758177N/A82N/A
9/30/201756574N/A79N/A
6/30/201754970N/A75N/A
3/31/201754270N/A83N/A
12/31/201653570N/A90N/A
9/30/201653070N/A88N/A
6/30/201652671N/A86N/A
3/31/201651064N/A78N/A
12/31/201549556N/A70N/A
9/30/201549456N/A73N/A
6/30/201549457N/A76N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: BEANDas prognostizierte Gewinnwachstum (13.6% pro Jahr) liegt über der Sparquote (0.6%).

Ertrag vs. Markt: BEANDie Erträge des Unternehmens (13.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Swiss (10.9% pro Jahr).

Hohe Wachstumserträge: BEANDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: BEANDie Einnahmen des Unternehmens (9.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Swiss (4.8% pro Jahr).

Hohe Wachstumseinnahmen: BEANDie Einnahmen des Unternehmens (9.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: BEANDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (33.4%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/12 10:02
Aktienkurs zum Tagesende2026/06/12 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung 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

BELIMO Holding AG wird von 20 Analysten beobachtet. 9 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.

AnalystEinrichtung
Marta BruskaBaader Helvea Equity Research
Zana MamelliBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research