Knorr-Bremse (KBX) Panoramica del titolo
Knorr-Bremse AG, insieme alle sue consociate, sviluppa, produce e commercializza sistemi frenanti per veicoli ferroviari e commerciali e altri sistemi critici per la sicurezza in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 3/6 |
KBX Community Fair Values
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Analyst Price Targets
Concorrenti di Knorr-Bremse AG
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €103.60 |
| Massimo di 52 settimane | €115.60 |
| Minimo di 52 settimane | €77.40 |
| Beta | 1.12 |
| Variazione di 1 mese | 1.67% |
| Variazione a 3 mesi | 8.03% |
| Variazione di 1 anno | 27.35% |
| Variazione a 3 anni | 58.41% |
| Variazione a 5 anni | -7.95% |
| Variazione dall'IPO | 26.90% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • Aug 04
Here's What Analysts Are Forecasting For Knorr-Bremse AG (ETR:KBX) After Its Second-Quarter Results
Knorr-Bremse AG ( ETR:KBX ) last week reported its latest quarterly results, which makes it a good time for investors...Articolo di analisi • Jul 08
We Think Knorr-Bremse (ETR:KBX) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Nuova narrazione • 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.Rendimenti per gli azionisti
| KBX | DE Machinery | DE Mercato | |
|---|---|---|---|
| 7D | 1.8% | 1.5% | 0.6% |
| 1Y | 27.4% | 4.4% | 3.8% |
Ritorno vs Industria: KBX ha superato il German Machinery che ha restituito 4.4 % nell'ultimo anno.
Rendimento vs Mercato: KBX ha superato il mercato German che ha restituito 3.8 % nell'ultimo anno.
Volatilità dei prezzi
| KBX volatility | |
|---|---|
| KBX Average Weekly Movement | 4.4% |
| Machinery Industry Average Movement | 5.0% |
| Market Average Movement | 5.8% |
| 10% most volatile stocks in DE Market | 13.3% |
| 10% least volatile stocks in DE Market | 2.8% |
Prezzo delle azioni stabile: KBX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato German.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di KBX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1905 | 26,629 | Marc Llistosella Y Bischoff | www.knorr-bremse.com |
Knorr-Bremse AG, insieme alle sue consociate, sviluppa, produce e commercializza sistemi frenanti per veicoli ferroviari e commerciali e altri sistemi critici per la sicurezza in tutto il mondo. L'azienda opera in due segmenti, Sistemi per veicoli ferroviari e Sistemi per veicoli commerciali. Il segmento Rail Vehicle Systems offre sistemi frenanti, sistemi di ingresso e HVAC, sistemi sanitari, sistemi di accoppiamento, soluzioni digitali, servizi intelligenti per l'ottimizzazione del traffico ferroviario, sistemi elettrici di potenza, sistemi di calcolo e comunicazione ferroviaria (RCC)/TCMS, sistemi di segnalazione, apparecchiature di collaudo fisse e mobili, sistemi di tergicristallo e lavaggio e ampie soluzioni aftermarket.
Knorr-Bremse AG Riepilogo dei fondamenti
| KBX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €16.83b |
| Utili (TTM) | €552.00m |
| Ricavi(TTM) | €7.89b |
30.3x
Rapporto P/E2.1x
Rapporto P/SKBX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| KBX Conto economico (TTM) | |
|---|---|
| Ricavi | €7.89b |
| Costo del fatturato | €3.70b |
| Profitto lordo | €4.19b |
| Altre spese | €3.64b |
| Utili | €552.00m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 30, 2026
| Utile per azione (EPS) | 3.42 |
| Margine lordo | 53.09% |
| Margine di profitto netto | 7.00% |
| Rapporto debito/patrimonio netto | 55.5% |
Come si è comportato KBX nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.8%
Rendimento attuale del dividendo56%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/19 10:39 |
| Prezzo dell'azione a fine giornata | 2026/06/19 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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
Knorr-Bremse AG 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 |
|---|---|
| Vladimir Sergievskii | Barclays |
| Yasmin Steilen | Berenberg |
| Christoph Blieffert | BNP Paribas |