Bilfinger SE

Report azionario XTRA:GBF

Capitalizzazione di mercato: €3.2b

Bilfinger Performance degli utili passati

Criteri Il passato verificati 2/6

Bilfinger ha registrato una crescita degli utili a un tasso medio annuo di 7.6%, mentre il settore Commercial Services ha registrato utili in crescita a un tasso medio annuo di 5.9%. I ricavi sono stati in crescita a un tasso medio annuo di 9.3%. Il ritorno sul capitale proprio di Bilfinger è 13.4% e ha margini netti di 3.3%.

Informazioni chiave

7.64%

Tasso di crescita degli utili

10.10%

Tasso di crescita dell'EPS

Commercial Services Crescita del settore9.67%
Tasso di crescita dei ricavi9.29%
Rendimento del capitale proprio13.36%
Margine netto3.31%
Prossimo aggiornamento sugli utili12 Aug 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Aug 20

Bilfinger's (ETR:GBF) Soft Earnings Are Actually Better Than They Appear

The market for Bilfinger SE's ( ETR:GBF ) shares didn't move much after it posted weak earnings recently. We did some...

Recent updates

Aggiornamento della narrazione Jun 18

GBF: Steady Outlook And 2026 Dividend Will Support Future Confidence

Analysts have kept their Bilfinger price target steady at €121. This reflects unchanged assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
Aggiornamento della narrazione Jun 02

GBF: Higher 2026 Dividend Will Support A More Confident Future

Analysts have adjusted their price target on Bilfinger slightly lower from €122.50 to €121.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that they see as better aligned with current conditions.
Aggiornamento della narrazione Apr 22

GBF: Higher Dividend And Refined Assumptions Will Support A More Confident Future

Analysts have lifted their price target on Bilfinger by €10. They cite refreshed views on the company that feed through into slightly updated discount rate assumptions, margin expectations and a marginally higher future P/E multiple.
Aggiornamento della narrazione Apr 07

GBF: Long Term Assumptions And Dividend Outlook Will Support A More Confident Future

Analysts have raised their price target on Bilfinger by €10 to reflect updated assumptions around discount rates, long term growth and earnings multiples, while keeping the fair value estimate unchanged at €122.5. Analyst Commentary Bullish Takeaways Bullish analysts view the €10 price target uplift as a reflection of greater confidence in Bilfinger’s ability to support current assumptions on long term growth, without requiring a higher fair value than €122.5. The revised discount rate inputs are seen by bullish analysts as better aligned with Bilfinger’s perceived risk profile, which they argue supports the updated target while keeping the valuation framework consistent. Optimistic views focus on earnings multiples that are considered in line with peers, which bullish analysts see as reasonable for the company’s current execution assumptions.
Aggiornamento della narrazione Mar 24

GBF: Revised Discount Rate Assumptions Will Support A More Confident Forward Outlook

Analysts have raised their price target on Bilfinger by €10 to €122.50, citing updated views that are now reflected in slightly revised assumptions for the discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent commentary around the new €122.50 price target focuses on how updated assumptions for the discount rate, revenue growth, profit margin and forward P/E feed into the valuation case and execution risks.
Aggiornamento della narrazione Mar 09

GBF: Recent Research Support Will Shape A More Confident Forward Outlook

Analysts have nudged their fair value estimate for Bilfinger up from €120.50 to €122.50, citing recent Street research, including a €10 increase in the price target highlighted by Deutsche Bank, as support for the higher target. Analyst Commentary Bullish analysts are pointing to the €10 uplift in the reference price target as support for a slightly higher fair value range, suggesting that recent research is incrementally more comfortable with the risk and execution profile behind Bilfinger.
Aggiornamento della narrazione Feb 23

GBF: Acquisition Ambitions And Incrementally Richer P E Will Shape Balanced Outlook

Analysts have nudged their price target for Bilfinger up by €10, citing updated assumptions around discount rates, profit margins and forward P/E that refine rather than overhaul the existing view of fair value at €120.5. Analyst Commentary Bullish Takeaways Bullish analysts frame the higher €120.5 fair value as a refinement of their model. They suggest that updated discount rate assumptions support the existing equity story rather than signalling a major change in outlook.
Aggiornamento della narrazione Feb 08

GBF: Acquisition Plans And International Strength Will Shape Fairly Balanced Outlook

Analysts have raised their fair value estimate for Bilfinger from €118.00 to €120.50, citing updated assumptions on the discount rate, revenue growth, profit margins, and the future P/E multiple in line with recent Street research, including the higher price target reported by Deutsche Bank. Analyst Commentary Bullish Takeaways Bullish analysts treat the higher external price target as confirmation that the updated fair value of €120.50 is still anchored in current market thinking rather than an outlier view.
Articolo di analisi Feb 04

Subdued Growth No Barrier To Bilfinger SE's (ETR:GBF) Price

With a price-to-earnings (or "P/E") ratio of 24.6x Bilfinger SE ( ETR:GBF ) may be sending bearish signals at the...
Aggiornamento della narrazione Jan 24

GBF: Acquisition Focus And International Segment Performance Will Shape Balanced Outlook

Analysts have lifted their price target on Bilfinger to €118 from €112, citing slightly higher assumptions for revenue growth and future P/E, while keeping discount rate and profit margin inputs broadly unchanged. What's in the News Bilfinger is actively seeking acquisitions, with management indicating a focus on bolt on deals in its two European segments and openness to larger transactions in the international segment (Key Developments).
Aggiornamento della narrazione Jan 08

GBF: Acquisition Pipeline And International Segment Will Shape Balanced Medium Term Outlook

Narrative Update: Bilfinger Analyst Price Target Shift Analysts have kept their fair value estimate for Bilfinger steady at €112. This reflects only very small tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially alter their overall view of the stock’s valuation.
Articolo di analisi Dec 30

Is Bilfinger (ETR:GBF) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione Dec 15

GBF: Acquisition Plans And International Expansion Will Support Medium Term Outlook

Analysts have nudged their price target on Bilfinger higher from €109.33 to €112.00, as slightly stronger expected revenue growth and a modestly higher future earnings multiple more than offset a marginally lower profit margin assumption and a small adjustment to the discount rate. What's in the News Bilfinger is actively seeking acquisitions, prioritizing bolt on deals in its two European segments while remaining open to larger transactions in its international segment to accelerate growth (Key Developments) Management highlights that the international segment is delivering higher growth, driven by stronger market conditions and the strategic openness to a bigger acquisition in that region (Key Developments) The company revised its 2025 earnings guidance, updating its revenue outlook to a range of EUR 5.3 billion to EUR 5.5 billion, signaling confidence in its medium term growth trajectory (Key Developments) Valuation Changes Fair Value Estimate has risen slightly from €109.33 to €112.00, reflecting a modestly higher overall valuation.
Aggiornamento della narrazione Nov 30

GBF: Updated Margin Outlook And Discount Rate Will Offset Modest Revenue Risks

Analysts have raised their fair value estimate for Bilfinger from €104 to approximately €109.33, citing minor adjustments to profit margin outlooks and a slightly lower discount rate. This comes despite expectations of modestly slower revenue growth.
Articolo di analisi Nov 21

Bilfinger SE (ETR:GBF) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Bilfinger SE ( ETR:GBF ) just released its latest third-quarter results and things are looking bullish. The company...
Aggiornamento della narrazione Nov 16

GBF: Expectations Suggest Share Price Will Remain Supported By Stronger Outlook

Narrative Update: Analyst Price Target Increased for Bilfinger Analysts have raised their fair value price target for Bilfinger from €101.33 to €104.00. This change reflects improved expectations based on slightly higher projected revenue growth and profit margins, despite a modest increase in the discount rate.
Articolo di analisi Nov 14

Bilfinger (ETR:GBF) Is Experiencing Growth In Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Articolo di analisi Oct 28

There's Reason For Concern Over Bilfinger SE's (ETR:GBF) Price

It's not a stretch to say that Bilfinger SE's ( ETR:GBF ) price-to-earnings (or "P/E") ratio of 20x right now seems...
Articolo di analisi Sep 23

Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Aug 20

Bilfinger's (ETR:GBF) Soft Earnings Are Actually Better Than They Appear

The market for Bilfinger SE's ( ETR:GBF ) shares didn't move much after it posted weak earnings recently. We did some...
Articolo di analisi Aug 16

Is Bilfinger SE (ETR:GBF) Potentially Undervalued?

XTRA:GBF 1 Year Share Price vs Fair Value Explore Bilfinger's Fair Values from the Community and select yours Bilfinger...
Aggiornamento della narrazione Aug 16

Shift Towards Higher-Margin Projects Expected To Improve Earnings Stability

Despite a reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has underpinned an upward revision in Bilfinger’s consensus Analyst Price Target from €94.67 to €101.33. What's in the News Bilfinger SE held an Analyst/Investor Day.
Articolo di analisi Jul 16

Bilfinger SE's (ETR:GBF) 26% Share Price Surge Not Quite Adding Up

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 26% in the last...
Articolo di analisi Jul 11

Bilfinger (ETR:GBF) Is Doing The Right Things To Multiply Its Share Price

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Articolo di analisi May 08

The Compensation For Bilfinger SE's (ETR:GBF) CEO Looks Deserved And Here's Why

Key Insights Bilfinger to hold its Annual General Meeting on 14th of May Total pay for CEO Thomas Schulz includes...
Articolo di analisi May 06

Improved Earnings Required Before Bilfinger SE (ETR:GBF) Stock's 26% Jump Looks Justified

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 26% in the last...
Articolo di analisi May 02

These 4 Measures Indicate That Bilfinger (ETR:GBF) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Apr 15

Is Now The Time To Look At Buying Bilfinger SE (ETR:GBF)?

Bilfinger SE ( ETR:GBF ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price...
Articolo di analisi Mar 31

Bilfinger (ETR:GBF) Is Increasing Its Dividend To €2.40

Bilfinger SE ( ETR:GBF ) will increase its dividend from last year's comparable payment on the 19th of May to €2.40...
Articolo di analisi Mar 22

Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Articolo di analisi Mar 07

Bilfinger SE Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

The investors in Bilfinger SE 's ( ETR:GBF ) will be rubbing their hands together with glee today, after the share...
Articolo di analisi Mar 06

Bilfinger SE's (ETR:GBF) Shares Bounce 44% But Its Business Still Trails The Market

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 44% in the last...
Articolo di analisi Feb 27

Are Investors Undervaluing Bilfinger SE (ETR:GBF) By 44%?

Key Insights Bilfinger's estimated fair value is €102 based on 2 Stage Free Cash Flow to Equity Current share price of...
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Nuova narrazione Feb 07

Efficiency Initiatives And Stork Acquisition May Strengthen Future Performance, But US Subsidiary Risks Persist

Strategic focus on operational excellence and acquisition success supports future earnings, revenue growth, and profitability through higher margins.
Articolo di analisi Jan 29

Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jan 14

Should You Investigate Bilfinger SE (ETR:GBF) At €44.75?

While Bilfinger SE ( ETR:GBF ) might not have the largest market cap around , it received a lot of attention from a...
Articolo di analisi Dec 10

Bilfinger (ETR:GBF) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Articolo di analisi Nov 17

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, Bilfinger SE ( ETR:GBF ) recently reported its quarterly numbers. It looks like a credible result...
Articolo di analisi Oct 25

Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Oct 05

Insufficient Growth At Bilfinger SE (ETR:GBF) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 8.8x Bilfinger SE ( ETR:GBF ) may be sending bullish signals at the...
Articolo di analisi Sep 04

Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Bilfinger SE ( ETR:GBF ), is not the largest company out there, but it saw significant share price movement during...
Articolo di analisi Aug 16

Analyst Estimates: Here's What Brokers Think Of Bilfinger SE (ETR:GBF) After Its Second-Quarter Report

Investors in Bilfinger SE ( ETR:GBF ) had a good week, as its shares rose 5.1% to close at €49.65 following the release...
Articolo di analisi Aug 03

Bilfinger (ETR:GBF) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Articolo di analisi May 13

Is It Too Late To Consider Buying Bilfinger SE (ETR:GBF)?

Bilfinger SE ( ETR:GBF ), is not the largest company out there, but it led the XTRA gainers with a relatively large...
Articolo di analisi Apr 27

Investors Still Waiting For A Pull Back In Bilfinger SE (ETR:GBF)

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Commercial Services industry in Germany, you...
Articolo di analisi Apr 12

There's Been No Shortage Of Growth Recently For Bilfinger's (ETR:GBF) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Articolo di analisi Feb 22

There May Be Underlying Issues With The Quality Of Bilfinger's (ETR:GBF) Earnings

Bilfinger SE ( ETR:GBF ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
Articolo di analisi Feb 18

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Bilfinger SE ( ETR:GBF ) just released its yearly report and things are looking bullish. The company beat forecasts...
Articolo di analisi Nov 18

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, Bilfinger SE ( ETR:GBF ) came out with a strong set of third-quarter numbers that could potentially lead to...
Articolo di analisi Oct 11

Is Bilfinger (ETR:GBF) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Aug 12

Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Articolo di analisi Jul 10

Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Bilfinger SE ( ETR:GBF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...

Ripartizione dei ricavi e delle spese

Come Bilfinger guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

XTRA:GBF Ricavi, spese e utili (EUR Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 265,4721813470
31 Dec 255,4271763470
30 Sep 255,3661863340
30 Jun 255,2661863310
31 Mar 255,2171853320
31 Dec 245,0381783160
30 Sep 244,8712313140
30 Jun 244,7042133070
31 Mar 244,5201962930
31 Dec 234,4861782990
30 Sep 234,488683010
30 Jun 234,446533120
31 Mar 234,404413110
31 Dec 224,312283100
30 Sep 224,097963030
30 Jun 223,9671153020
31 Mar 223,8651063010
31 Dec 213,7371232940
30 Sep 213,6372672760
30 Jun 213,5622102680
31 Mar 213,3791402820
31 Dec 203,4611062980
30 Sep 203,650-942980
30 Jun 203,880-723330
31 Mar 204,234-203380
31 Dec 194,32713460
30 Sep 194,371-183640
30 Jun 194,322-233730
31 Mar 194,233-23710
31 Dec 184,153-213700
30 Sep 184,120-184060
30 Jun 184,070-403570
31 Mar 184,011-1093860
31 Dec 174,044-1433610
30 Sep 174,036-1934160
30 Jun 174,061-2484210
31 Mar 174,163-2694490
31 Dec 164,249-2804870
30 Sep 164,487-2274880
30 Jun 164,738-2565250
31 Mar 166,395-206720
31 Dec 155,002-5745350
30 Sep 155,369-5285820
30 Jun 155,706-3646090

Guadagni di qualità: GBF ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di GBF (3.3%) sono inferiori rispetto allo scorso anno (3.5%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: GBF è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 7.6% all'anno.

Accelerare la crescita: GBF ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: GBF ha avuto una crescita negativa degli utili ( -2.1% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Commercial Services ( 17.9% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 13.4% ) di GBF è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/19 20:20
Prezzo dell'azione a fine giornata2026/06/19 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Bilfinger SE è coperta da 16 analisti. 4 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.

AnalistaIstituzione
Gunnar CohrsBerenberg
Gerhard OrgonasBNP Paribas
Andreas InderstBNP Paribas