Reece (REH) Panoramica del titolo
Reece Limited si occupa della distribuzione di prodotti per l'idraulica, l'acquedotto, il riscaldamento, la ventilazione, l'aria condizionata e la refrigerazione a clienti commerciali e residenziali in Australia, Nuova Zelanda e Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per REH dai nostri controlli di rischio.
REH Community Fair Values
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Analyst Price Targets
Concorrenti di Reece Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | AU$15.65 |
| Massimo di 52 settimane | AU$17.45 |
| Minimo di 52 settimane | AU$10.14 |
| Beta | 1.06 |
| Variazione di 1 mese | -0.32% |
| Variazione a 3 mesi | 14.32% |
| Variazione di 1 anno | 16.88% |
| Variazione a 3 anni | -19.58% |
| Variazione a 5 anni | -33.83% |
| Variazione dall'IPO | 5,628.40% |
Notizie e aggiornamenti recenti
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Recent updates
Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • Aug 10
What Is Reece Limited's (ASX:REH) Share Price Doing?
Reece Limited ( ASX:REH ), is not the largest company out there, but it saw significant share price movement during...Articolo di analisi • Jul 27
An Intrinsic Calculation For Reece Limited (ASX:REH) Suggests It's 25% Undervalued
Key Insights The projected fair value for Reece is AU$18.03 based on 2 Stage Free Cash Flow to Equity Reece is...
Nuova narrativa • 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.Rendimenti per gli azionisti
| REH | AU Trade Distributors | AU Mercato | |
|---|---|---|---|
| 7D | -5.2% | -2.7% | -0.2% |
| 1Y | 16.9% | -4.5% | 0.5% |
Ritorno vs Industria: REH ha superato il Australian Trade Distributors che ha restituito -4.5 % nell'ultimo anno.
Rendimento vs Mercato: REH ha superato il mercato Australian che ha restituito 0.5 % nell'ultimo anno.
Volatilità dei prezzi
| REH volatility | |
|---|---|
| REH Average Weekly Movement | 4.7% |
| Trade Distributors Industry Average Movement | 5.8% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 16.7% |
| 10% least volatile stocks in AU Market | 3.8% |
Prezzo delle azioni stabile: REH non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Australian.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di REH è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1919 | 9,000 | Peter Wilson | www.reece.com.au |
Reece Limited si occupa della distribuzione di prodotti per l'idraulica, l'acquedotto, il riscaldamento, la ventilazione, l'aria condizionata e la refrigerazione a clienti commerciali e residenziali in Australia, Nuova Zelanda e Stati Uniti. L'azienda offre anche prodotti per l'irrigazione e le piscine e prodotti antincendio. I suoi prodotti comprendono rubinetteria e accessori, lavabi e specchi, docce, toilette, lavabi, vasche e spa, tubi e raccordi, lavelli e vaschette, sistemi di acqua calda, elettrodomestici per bagno e cucina, riscaldamento e raffreddamento, irrigazione e piscine, pompe e sistemi di filtrazione dell'acqua, utensili e valvole.
Reece Limited Riepilogo dei fondamenti
| REH statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | AU$9.63b |
| Utili (TTM) | AU$280.28m |
| Ricavi(TTM) | AU$9.22b |
34.3x
Rapporto P/E1.0x
Rapporto P/SREH è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| REH Conto economico (TTM) | |
|---|---|
| Ricavi | AU$9.22b |
| Costo del fatturato | AU$6.60b |
| Profitto lordo | AU$2.62b |
| Altre spese | AU$2.34b |
| Utili | AU$280.28m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Aug 23, 2026
| Utile per azione (EPS) | 0.46 |
| Margine lordo | 28.39% |
| Margine di profitto netto | 3.04% |
| Rapporto debito/patrimonio netto | 32.6% |
Come si è comportato REH nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.2%
Rendimento attuale del dividendo39%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/23 05:32 |
| Prezzo dell'azione a fine giornata | 2026/07/23 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Reece Limited è coperta da 20 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |