BELIMO Holding Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
BELIMO Holding verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 12.4%, während die Gewinne der Branche Building jährlich um rückläufig und zwar um 2.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 9.6%. Die Eigenkapitalrendite von BELIMO Holding beträgt 32.9% und die Nettomargen betragen 16.6%.
Wichtige Informationen
12.44%
Wachstumsrate der Gewinne
12.44%
EPS-Wachstumsrate
| Building Wachstum der Industrie | -0.063% |
| Wachstumsrate der Einnahmen | 9.62% |
| Eigenkapitalrendite | 32.88% |
| Netto-Marge | 16.61% |
| Nächste Ertragsaktualisierung | 01 Mar 2027 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Analyseartikel • 6h
The BELIMO Holding AG (VTX:BEAN) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
Last week saw the newest half-yearly earnings release from BELIMO Holding AG ( VTX:BEAN ), an important milestone in...
Narrative-Update • Jul 08
BEAN: Data Center Cooling Exposure Will Support Premium Future P E
The analyst fair value estimate for BELIMO Holding has been revised from CHF 1,060 to CHF 1,120, reflecting updated assumptions on growth, profitability and valuation after mixed Street views that include recent target increases and one downgrade on richer pricing. Analyst Commentary Recent Street research on BELIMO Holding points to a generally constructive tone, with several bullish analysts adjusting price targets higher and upgrading their views.
Narrative-Update • Jun 24
BEAN: Data Center Cooling Upside Will Face Rich P E Risk
Analysts have lifted their fair value estimate for BELIMO Holding to CHF 964.78 from CHF 880.86 as updated P/E and growth assumptions align with a series of higher price targets from recent research, even as some now flag valuation as close to prior peaks. Analyst Commentary Recent research on BELIMO Holding reflects a mix of optimism about long term growth drivers and caution around how fully the current valuation may already capture those expectations.Analyseartikel • Jun 19
BELIMO Holding (SWX:BEAN) Stock Could Be 10% Overvalued After Morgan Stanley Upgrade
Belimo Holding (SWX:BEAN) moved sharply higher after Morgan Stanley upgraded the stock, citing robust anticipated growth in the company’s data center cooling operations linked to expanding AI infrastructure demand. See our latest analysis for BELIMO Holding. At a share price of CHF965.5, BELIMO Holding has seen strong recent momentum, with a 30 day share price return of 27.54% and a 90 day return of 54.85%. The 1 year total shareholder return of 23.37% and 5 year total shareholder return of...
Narrative-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.Narrative-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...Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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...Narrative-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.Narrative-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...Narrative-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...Narrative-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...Narrative-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...Narrative-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...Neues Narrative • 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.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie BELIMO Holding Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Jun 26 | 1,236 | 205 | 330 | 0 |
| 31 Mar 26 | 1,178 | 193 | 318 | 0 |
| 31 Dec 25 | 1,121 | 182 | 307 | 0 |
| 30 Sep 25 | 1,076 | 176 | 299 | 0 |
| 30 Jun 25 | 1,032 | 171 | 291 | 0 |
| 31 Mar 25 | 988 | 159 | 283 | 0 |
| 31 Dec 24 | 944 | 147 | 274 | 0 |
| 30 Sep 24 | 914 | 148 | 268 | 0 |
| 30 Jun 24 | 884 | 149 | 261 | 0 |
| 31 Mar 24 | 871 | 143 | 256 | 0 |
| 31 Dec 23 | 859 | 137 | 251 | 0 |
| 30 Sep 23 | 869 | 132 | 251 | 0 |
| 30 Jun 23 | 879 | 127 | 251 | 0 |
| 31 Mar 23 | 863 | 125 | 246 | 0 |
| 31 Dec 22 | 847 | 123 | 242 | 0 |
| 30 Sep 22 | 822 | 118 | 233 | 0 |
| 30 Jun 22 | 797 | 113 | 224 | 0 |
| 31 Mar 22 | 781 | 114 | 218 | 0 |
| 31 Dec 21 | 765 | 116 | 213 | 0 |
| 30 Sep 21 | 738 | 112 | 209 | 0 |
| 30 Jun 21 | 710 | 109 | 205 | 0 |
| 31 Mar 21 | 686 | 98 | 202 | 0 |
| 31 Dec 20 | 661 | 87 | 200 | 0 |
| 30 Sep 20 | 667 | 98 | 200 | 0 |
| 30 Jun 20 | 673 | 109 | 200 | 0 |
| 31 Mar 20 | 683 | 115 | 199 | 0 |
| 31 Dec 19 | 693 | 121 | 197 | 0 |
| 30 Sep 19 | 683 | 107 | 197 | 0 |
| 30 Jun 19 | 673 | 92 | 198 | 0 |
| 31 Mar 19 | 658 | 89 | 193 | 0 |
| 31 Dec 18 | 643 | 86 | 188 | 0 |
| 30 Sep 18 | 630 | 86 | 184 | 0 |
| 30 Jun 18 | 617 | 87 | 179 | 0 |
| 31 Mar 18 | 599 | 82 | 176 | 0 |
| 31 Dec 17 | 581 | 77 | 173 | 0 |
| 30 Sep 17 | 565 | 74 | 169 | 0 |
| 30 Jun 17 | 549 | 70 | 164 | 0 |
| 31 Mar 17 | 542 | 70 | 162 | 0 |
| 31 Dec 16 | 535 | 70 | 160 | 0 |
| 30 Sep 16 | 530 | 70 | 158 | 0 |
| 30 Jun 16 | 526 | 71 | 156 | 0 |
| 31 Mar 16 | 510 | 64 | 154 | 0 |
| 31 Dec 15 | 495 | 56 | 152 | 0 |
| 30 Sep 15 | 494 | 56 | 153 | 0 |
Qualität der Erträge: BEAN einen hohen Anteil an unbarem Gewinn hat.
Wachsende Gewinnspanne: BEANDie aktuellen Gewinnspannen (16.6%) sind höher als im letzten Jahr (16.6%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: BEANIn den letzten 5 Jahren sind die Gewinne von 12.4% jährlich gestiegen.
Beschleunigtes Wachstum: BEANDas Gewinnwachstum des Unternehmens im letzten Jahr (20.1%) übertrifft seinen 5-Jahres-Durchschnitt (12.4% pro Jahr).
Erträge im Vergleich zur Industrie: BEAN Das Gewinnwachstum im vergangenen Jahr (20.1%) übertraf das der Branche Building 11.1% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: BEANDie Eigenkapitalrendite des Unternehmens (32.9%) wird als hoch angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/22 10:29 |
| Aktienkurs zum Tagesende | 2026/07/22 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| 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
BELIMO Holding AG wird von 21 Analysten beobachtet. 8 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 |
|---|---|
| Zana Mamelli | Baader Helvea Equity Research |
| Volker Bosse | Baader Helvea Equity Research |
| Marta Bruska | Baader Helvea Equity Research |