Knorr-Bremse (KBX) Resumen de Acciones
Knorr-Bremse AG, junto con sus filiales, desarrolla, produce y comercializa en todo el mundo sistemas de freno para vehículos ferroviarios y comerciales, así como otros sistemas críticos para la seguridad. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 3/6 |
KBX Community Fair Values
Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Knorr-Bremse AG
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €100.50 |
| Máximo en las últimas 52 semanas | €115.60 |
| Mínimo de 52 semanas | €77.40 |
| Beta | 1.11 |
| Cambio en 1 mes | -2.52% |
| Variación en 3 meses | -1.47% |
| Cambio de 1 año | 12.92% |
| Variación en 3 años | 62.99% |
| Variación en 5 años | 2.09% |
| Variación desde la OPV | 23.10% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 13
KBX: Higher 2026 Guidance And Mixed Ratings Will Support Future Margin Upside
Analysts have raised their fair value estimate for Knorr-Bremse to €119.20 from €116.53, reflecting recent increases in price targets from several banks and updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Knorr-Bremse shows a mix of optimism on the stock's valuation and some caution on its risk profile.
Actualización de narrativa • Jul 30
KBX: Higher Rail Expectations Will Increase Downside Risk From Margin Execution
Knorr-Bremse's updated fair value estimate has increased to €93.71 from €91.85. This change reflects analysts' slightly stronger assumptions on revenue growth and valuation multiples, following a series of recent price target increases to €108, €116 and €126.Actualización de narrativa • Jul 14
KBX: Rail And Truck Cycles Will Support Future Margin Upside
The updated analyst price target for Knorr-Bremse moves modestly higher to about €116.53 from about €113.67. This reflects analysts' recent target raises that are linked to adjusted fair value estimates, a slightly lower discount rate, steadier revenue growth assumptions, a marginally higher profit margin outlook, and a reduced future P/E expectation.
Actualización de narrativa • Jun 30
KBX: Raised Fair Value Estimate And 2026 Guidance Confirmation Should Support Upside
Knorr-Bremse's updated analyst fair value estimate has moved from €129.0 to €133.0, supported by recent Street research that raised price targets to €108, €116 and €123 as analysts highlight the stock's pricing relative to their views on its quality. Analyst Commentary Recent Street research on Knorr-Bremse shows a cluster of higher fair value opinions, with price targets ranging from €108 to €123.Recent updates
Actualización de narrativa • Aug 13
KBX: Higher 2026 Guidance And Mixed Ratings Will Support Future Margin Upside
Analysts have raised their fair value estimate for Knorr-Bremse to €119.20 from €116.53, reflecting recent increases in price targets from several banks and updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Knorr-Bremse shows a mix of optimism on the stock's valuation and some caution on its risk profile.Actualización de narrativa • Jul 30
KBX: Higher Rail Expectations Will Increase Downside Risk From Margin Execution
Knorr-Bremse's updated fair value estimate has increased to €93.71 from €91.85. This change reflects analysts' slightly stronger assumptions on revenue growth and valuation multiples, following a series of recent price target increases to €108, €116 and €126.Actualización de narrativa • Jul 14
KBX: Rail And Truck Cycles Will Support Future Margin Upside
The updated analyst price target for Knorr-Bremse moves modestly higher to about €116.53 from about €113.67. This reflects analysts' recent target raises that are linked to adjusted fair value estimates, a slightly lower discount rate, steadier revenue growth assumptions, a marginally higher profit margin outlook, and a reduced future P/E expectation.Actualización de narrativa • Jun 30
KBX: Raised Fair Value Estimate And 2026 Guidance Confirmation Should Support Upside
Knorr-Bremse's updated analyst fair value estimate has moved from €129.0 to €133.0, supported by recent Street research that raised price targets to €108, €116 and €123 as analysts highlight the stock's pricing relative to their views on its quality. Analyst Commentary Recent Street research on Knorr-Bremse shows a cluster of higher fair value opinions, with price targets ranging from €108 to €123.Actualización de narrativa • Jun 16
KBX: Upgraded Rail Outlook Will Expose Risk In Margin Execution
The analyst price target for Knorr-Bremse has moved higher to €123, up from €116. Analysts attribute this change to what they consider an inexpensive valuation for the stock, given its perceived quality in the capital goods sector.Actualización de narrativa • Jun 01
KBX: Strong 2026 Cycle Execution And Q1 Performance Should Support Upside
Knorr-Bremse's analyst fair value estimate has been lifted from €125 to €129, as analysts point to recent price target increases from several banks and describe the stock as inexpensive for a high-quality capital goods company. Analyst Commentary Recent Street research has tilted more positive on Knorr-Bremse, with several bullish analysts lifting fair value estimates and price targets.Actualización de narrativa • May 13
KBX: Rail Strength And Truck Recovery Will Drive Future Margin Delivery
Knorr-Bremse's updated analyst price target moves from €100.58 to €113.67. This reflects analysts' revised assumptions for higher revenue growth and profit margins, as seen in a series of recent target increases and list additions from major banks.Artículo de análisis • May 11
Knorr-Bremse AG Just Missed EPS By 6.5%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for Knorr-Bremse AG ( ETR:KBX ), which a week ago released some disappointing...Actualización de narrativa • Apr 23
KBX: Rail And Truck Cycle Exposure Will Shape Bullish 2026 Outlook
Analysts have raised the Knorr-Bremse price target to €125, with the change mainly supported by higher assumptions for revenue growth and profit margins, alongside Street research highlighting rail growth, truck cycle exposure and multiple recent target increases from major banks. Analyst Commentary Recent Street research has tilted firmly positive, with several bullish analysts lifting their price targets and, in some cases, backing that up with high conviction ratings.Actualización de narrativa • Apr 09
KBX: Rail Optimism Will Expose Risk In Truck Cycle Execution
Knorr-Bremse's updated analyst price target has edged higher, in line with modestly adjusted fair value and cash flow inputs. Analysts highlight the company's rail growth profile and potential cyclical support from trucks, reflected in a series of recent price target lifts to a range of about €112 to €131.Actualización de narrativa • Mar 25
KBX: Rich Rail Hopes Will Expose Truck Cycle Recovery Execution Risk
Analysts have lifted their price targets for Knorr-Bremse into a roughly €112 to €131 range, citing stronger expectations for rail growth, potential truck cycle recovery, and a willingness to apply higher future P/E multiples, despite mixed views from some houses. Analyst Commentary Recent research on Knorr-Bremse points to a wide but generally constructive range of price targets, with large houses setting reference levels between €112 and €131.Actualización de narrativa • Mar 09
KBX: Elevated Rail And Truck Hopes Will Magnify Execution Downside Risk
Analysts have lifted their average price targets on Knorr-Bremse to a range of roughly €116 to €131, citing stronger expectations around rail growth, a potential cyclical recovery in trucks, and improved profitability assumptions, alongside a slightly lower discount rate and reduced future P/E. Analyst Commentary Recent research on Knorr-Bremse points to a generally constructive stance on the shares, with several large banks revisiting their models and valuation frameworks.Actualización de narrativa • Feb 23
KBX: Updated 2026 Guidance And Long-Term P/E Assumptions Will Frame Balanced Outlook
Analysts have raised their price target on Knorr-Bremse from €110 to €125, citing updated assumptions for revenue growth, profit margins and long-term P/E, even as some recent research, such as the DZ Bank downgrade, reflects a more cautious stance. Analyst Commentary Bullish analysts are framing the higher €125 price target as a sign that they see the current valuation as leaving room for upside if management delivers on its plans.Actualización de narrativa • Feb 09
KBX: Higher Assumed P/E Will Drive Downside Risk From Execution Missteps
Analysts now see fair value for Knorr-Bremse at €86.00, up from €82.31, reflecting updated assumptions on revenue growth, profit margins and a higher future P/E, even as some recent research, such as DZ Bank's downgrade, has turned more cautious on the shares. Analyst Commentary Recent research carries a more cautious tone around Knorr-Bremse, with bearish analysts questioning how much upside is left at the current fair value level of €86.00.Artículo de análisis • Feb 02
Is Knorr-Bremse (ETR:KBX) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Actualización de narrativa • Jan 25
KBX: Fair Outlook Will Rest On 2025 Margin Delivery
Narrative Update on Knorr-Bremse The analyst price target for Knorr-Bremse has been revised higher from about €89.67 to €100.58, with analysts pointing to updated assumptions on fair value and P/E, alongside recent Street targets in the €91 to €94 range, as key inputs to the new view. Analyst Commentary Recent Street research on Knorr-Bremse sits in a relatively tight band, with price targets clustered around €91 to €94.Artículo de análisis • Jan 18
Investors Still Waiting For A Pull Back In Knorr-Bremse AG (ETR:KBX)
With a price-to-earnings (or "P/E") ratio of 37.2x Knorr-Bremse AG ( ETR:KBX ) may be sending very bearish signals at...Actualización de narrativa • Jan 11
KBX: Confirmed 2025 Guidance And Higher Assumed P/E Will Support Upside Potential
We are nudging our fair value estimate for Knorr-Bremse to €110 from €108, reflecting analysts' slightly lower price targets, including recent moves to €91 and €94, and updated assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on Knorr-Bremse has centered on modestly revised price targets that still sit meaningfully below our updated fair value estimate of €110.Actualización de narrativa • Dec 27
KBX: Margin Discipline And Confirmed 2025 Guidance Will Support Upside Potential
We raise our Knorr-Bremse fair value estimate to EUR 108 from EUR 104. This reflects analysts' slightly lower but still constructive price targets, as well as expectations for modestly softer revenue growth offset by a firmer profit margin and a lower future valuation multiple.Actualización de narrativa • Dec 13
KBX: Future Margin Execution Will Drive Downside Risk At Current Levels
Analysts have modestly lifted their fair value estimate for Knorr-Bremse from EUR 66.82 to EUR 82.31, reflecting slightly higher discount rates and valuation multiples despite recent small cuts to official price targets. Analyst Commentary Recent Street research has been characterized by marginally lower price targets and a generally cautious tone, even as the stock continues to trade near prior valuation ranges.Actualización de narrativa • Nov 28
KBX: Outlook Will Balance Margin Pressures With Execution And Market Stability
Knorr-Bremse's analyst fair value estimate has increased modestly to €89.67. Analysts cite slightly lower growth and profit expectations, which are partially offset by recent price target adjustments by major firms.Artículo de análisis • Nov 25
Is Now An Opportune Moment To Examine Knorr-Bremse AG (ETR:KBX)?
Knorr-Bremse AG ( ETR:KBX ) saw significant share price movement during recent months on the XTRA, rising to highs of...Artículo de análisis • Nov 02
Knorr-Bremse AG Just Missed Earnings - But Analysts Have Updated Their Models
It's shaping up to be a tough period for Knorr-Bremse AG ( ETR:KBX ), which a week ago released some disappointing...Artículo de análisis • Oct 31
Some Investors May Be Worried About Knorr-Bremse's (ETR:KBX) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Oct 17
These 4 Measures Indicate That Knorr-Bremse (ETR:KBX) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Sep 08
The Price Is Right For Knorr-Bremse AG (ETR:KBX)
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Nueva narrativa • Nov 12
Sustainable Boosts And Rail Demand Drive Growth Amid Market Challenges
Strong order intake and rail sector demand, especially in Asia Pacific, indicate potential future revenue growth and positive market positioning.Rentabilidad de los accionistas
| KBX | DE Machinery | Mercado DE | |
|---|---|---|---|
| 7D | -0.7% | -2.1% | 0.2% |
| 1Y | 12.9% | 0.4% | 3.6% |
Rentabilidad vs. Industria: KBX superó a la industria German Machinery, que obtuvo un rendimiento del 0.4% el año pasado.
Rentabilidad vs. Mercado: KBX superó al mercado German, que obtuvo un rendimiento del 3.6% el año pasado.
Volatilidad de los precios
| KBX volatility | |
|---|---|
| KBX Average Weekly Movement | 3.7% |
| Machinery Industry Average Movement | 4.2% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in DE Market | 13.0% |
| 10% least volatile stocks in DE Market | 2.7% |
Precio estable de las acciones: KBX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado German.
Volatilidad a lo largo del tiempo: La volatilidad semanal de KBX (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1905 | 26,629 | Marc Llistosella Y Bischoff | www.knorr-bremse.com |
Knorr-Bremse AG, junto con sus filiales, desarrolla, produce y comercializa sistemas de freno para vehículos ferroviarios y comerciales y otros sistemas críticos para la seguridad en todo el mundo. Opera en dos segmentos, Sistemas para Vehículos Ferroviarios y Sistemas para Vehículos Comerciales. El segmento de sistemas para vehículos ferroviarios ofrece sistemas de frenado, sistemas de entrada y HVAC, sistemas sanitarios, sistemas de acoplamiento, soluciones digitales, servicios inteligentes para optimizar el tráfico ferroviario, sistemas eléctricos de potencia, informática y comunicaciones ferroviarias (RCC)/TCMS, sistemas de señalización, equipos de pruebas fijos y móviles, sistemas limpiaparabrisas y de lavado, y amplias soluciones posventa.
Resumen de fundamentos de Knorr-Bremse AG
| Estadísticas fundamentales de KBX | |
|---|---|
| Capitalización bursátil | €16.20b |
| Beneficios(TTM) | €585.00m |
| Ingresos (TTM) | €8.03b |
27.7x
Ratio precio-beneficio (PE)2.0x
Ratio precio-ventas (PS)¿Está KBX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de KBX | |
|---|---|
| Ingresos | €8.03b |
| Coste de los ingresos | €3.75b |
| Beneficio bruto | €4.28b |
| Otros gastos | €3.69b |
| Beneficios | €585.00m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Oct 29, 2026
| Beneficios por acción (BPA) | 3.63 |
| Margen bruto | 53.25% |
| Margen de beneficio neto | 7.29% |
| Ratio deuda/patrimonio | 59.1% |
¿Cómo se ha desempeñado KBX a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.9%
Rentabilidad actual por dividendo52%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/17 12:34 |
| Precio de las acciones al final del día | 2026/08/14 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Knorr-Bremse AG está cubierta por 21 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Vladimir Sergievskii | Barclays |
| Yasmin Steilen | Berenberg |
| Christoph Blieffert | BNP Paribas |