BELIMO Holding AG

SWX:BEAN Rapport sur les actions

Capitalisation boursière : CHF 9.7b

BELIMO Holding Croissance future

Future contrôle des critères 4/6

BELIMO Holding devrait augmenter ses bénéfices et son chiffre d'affaires de 12.5% et de 9.5% par an respectivement. Le BPA devrait croître de de 12.7% par an. Le rendement des capitaux propres devrait être 32.6% dans 3 ans.

Informations clés

12.5%

Taux de croissance des bénéfices

12.67%

Taux de croissance du BPA

Building croissance des bénéfices11.2%
Taux de croissance des recettes9.5%
Rendement futur des capitaux propres32.61%
Couverture par les analystes

Good

Dernière mise à jour20 May 2026

Mises à jour récentes de la croissance future

Recent updates

Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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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Nouveau récit • 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.
Article d’analyse • 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...

Prévisions de croissance des bénéfices et des revenus

SWX:BEAN - Estimations futures des analystes et données financières antérieures (CHF Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,5822892323247
12/31/20271,4502571992869
12/31/20261,2732191272219
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BEAN ( 12.5% par an) est supérieure au taux d'épargne ( 0.6% ).

Bénéfices vs marché: Les bénéfices de BEAN ( 12.5% par an) devraient croître plus rapidement que le marché Swiss ( 10.9% par an).

Croissance élevée des bénéfices: Les bénéfices de BEAN devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BEAN ( 9.5% par an) devrait croître plus rapidement que le marché Swiss ( 4.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BEAN ( 9.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BEAN devrait être élevé dans 3 ans ( 32.6 %)

Découvrir les entreprises en croissance

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1Y

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 19:08
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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

BELIMO Holding AG est couverte par 21 analystes. 9 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.

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