Reece (REH) Aperçu de l'action
Reece Limited distribue des produits de plomberie, d'adduction d'eau, de chauffage, de ventilation, de climatisation et de réfrigération à des clients commerciaux et résidentiels en Australie, en Nouvelle-Zélande et aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour REH à partir de nos contrôles de risques.
REH Community Fair Values
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Analyst Price Targets
Reece Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | AU$17.24 |
| Plus haut sur 52 semaines | AU$17.63 |
| Plus bas sur 52 semaines | AU$10.14 |
| Bêta | 1.06 |
| Variation sur 1 mois | 4.48% |
| Variation sur 3 mois | 29.53% |
| Variation sur 1 an | 15.47% |
| Variation sur 3 ans | -15.74% |
| Variation sur 5 ans | -30.60% |
| Évolution depuis l'introduction en bourse | 6,210.40% |
Nouvelles et mises à jour récentes
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.Recent updates
Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.
Nouveau récit • 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.Rendement pour les actionnaires
| REH | AU Trade Distributors | AU Marché | |
|---|---|---|---|
| 7D | -0.3% | -5.5% | -1.4% |
| 1Y | 15.5% | 0.6% | 1.0% |
Rendement vs Industrie: REH a dépassé le secteur Australian Trade Distributors qui a rapporté 0.6 % au cours de l'année écoulée.
Rendement vs marché: REH a dépassé le marché Australian qui a rapporté 1 % au cours de l'année écoulée.
Volatilité des prix
| REH volatility | |
|---|---|
| REH Average Weekly Movement | 4.3% |
| Trade Distributors Industry Average Movement | 6.1% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 17.1% |
| 10% least volatile stocks in AU Market | 3.8% |
Cours de l'action stable: REH n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Australian.
Volatilité au fil du temps: La volatilité hebdomadaire de REH ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1919 | 9,000 | Peter Wilson | www.reece.com.au |
Reece Limited distribue des produits de plomberie, d'adduction d'eau, de chauffage, de ventilation, de climatisation et de réfrigération à des clients commerciaux et résidentiels en Australie, en Nouvelle-Zélande et aux États-Unis. L'entreprise propose également des produits pour l'irrigation et les piscines, ainsi que des produits pour la lutte contre les incendies. Ses produits comprennent la robinetterie et les accessoires, les vanités et les miroirs, les douches, les toilettes, les bassins, les baignoires et les spas, les tuyaux et les raccords, les éviers et les cuves, les systèmes d'eau chaude, les appareils de salle de bains et de cuisine, le chauffage et le refroidissement, l'irrigation et les piscines, les pompes et les systèmes de filtration de l'eau, les outils et les vannes.
Reece Limited Résumé des fondamentaux
| REH statistiques fondamentales | |
|---|---|
| Capitalisation boursière | AU$10.60b |
| Bénéfices(TTM) | AU$280.28m |
| Recettes(TTM) | AU$9.22b |
37.8x
Ratio P/E1.1x
Ratio P/SLe site REH est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| REH compte de résultat (TTM) | |
|---|---|
| Recettes | AU$9.22b |
| Coût des recettes | AU$6.60b |
| Marge brute | AU$2.62b |
| Autres dépenses | AU$2.34b |
| Les revenus | AU$280.28m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Aug 23, 2026
| Résultat par action (EPS) | 0.46 |
| Marge brute | 28.39% |
| Marge bénéficiaire nette | 3.04% |
| Ratio dettes/capitaux propres | 32.6% |
Quelles ont été les performances à long terme de REH?
Voir les performances historiques et les comparaisonsDividendes
1.1%
Rendement actuel des dividendes39%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/15 08:44 |
| Cours de l'action en fin de journée | 2026/08/14 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Reece Limited est couverte par 20 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |