Rexel Performance degli utili passati
Criteri Il passato verificati 4/6
Rexel ha registrato una crescita degli utili a un tasso medio annuo di 4.1%, mentre il settore Trade Distributors ha registrato utili in crescita a un tasso medio annuo di 4.1%. I ricavi sono stati in crescita a un tasso medio annuo di 7.9%. Il ritorno sul capitale proprio di Rexel è 10.9% e ha margini netti di 3%.
Informazioni chiave
4.12%
Tasso di crescita degli utili
4.48%
Tasso di crescita dell'EPS
| Trade Distributors Crescita del settore | 36.90% |
| Tasso di crescita dei ricavi | 7.93% |
| Rendimento del capitale proprio | 10.94% |
| Margine netto | 3.03% |
| Prossimo aggiornamento sugli utili | 28 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 26
RXL: Higher Fair Value And Mixed Ratings Will Support Future Repricing
Analysts now estimate Rexel's fair value at €45.0, up from €43.1. They link this change to recent mixed rating actions and updated views on revenue growth, margins and the stock's future P/E. Analyst Commentary Recent research on Rexel has been mixed, with both upgrades and downgrades coming through, but the fair value revisions and rating changes still highlight a constructive angle from several bullish analysts.
Aggiornamento della narrazione • May 10
RXL: Mixed Ratings And Higher Discount Rate Will Pressure 2026 Execution
Rexel's updated analyst price target moves slightly lower to about €26.04 from roughly €26.45, as analysts factor in a higher discount rate, adjust revenue growth and margin expectations, and reflect a modestly lower future P/E multiple, alongside mixed recent Street views including an upgrade, a downgrade, and a raised €40 target. Analyst Commentary Recent Street research on Rexel reflects a mix of views, with some analysts taking a more cautious stance even as others keep constructive ratings and higher long term targets such as the €40 level cited in one report.Aggiornamento della narrazione • Apr 20
RXL: Buybacks And Refined Earnings Profile Will Support Future Share Repricing
Rexel's analyst price target edges up to about €43.10, as analysts factor in slightly revised discount rate, revenue growth, profit margin and future P/E assumptions in light of recent mixed rating actions and target increases from the Street. Analyst Commentary Recent research paints a mixed picture for Rexel, but there is a clear cluster of bullish analysts pointing to upside potential as they refresh their models and targets.Aggiornamento della narrazione • Apr 06
RXL: Higher P/E Assumptions Will Tighten Cushion For 2026 Execution
Rexel's analyst price targets have moved higher, with recent adjustments including increases to €40 and €41.80, alongside a €35 target. These updates support a modest recalibration of fair value to about €26.45 as analysts consider updated revenue growth, profit margins and future P/E assumptions.Aggiornamento della narrazione • Mar 23
RXL: Elevated Expectations And Share Repurchases Will Tighten Cushion For 2026 Execution
Rexel's analyst price target has been raised, with recent moves such as Morgan Stanley lifting its target to €40 and JPMorgan to €41.80. This supports a modest increase in fair value to €26.70 as analysts factor in slightly higher revenue growth, profit margins and future P/E assumptions, even as one firm shifted to a Hold rating on valuation grounds with a €35 target.Aggiornamento della narrazione • Mar 08
RXL: Higher P/E Expectations And Buybacks Will Support Future Share Repricing
Rexel's analyst fair value estimate has moved from €33.0 to €43.0. This change reflects higher Street price targets around €40 to €41.80, as well as updated assumptions for revenue growth, discount rate and future P/E, even as some analysts flag valuation with a Hold stance. Analyst Commentary Recent Street research on Rexel centers on higher price targets, with several bullish analysts marking their expectations in a €40 to €41.80 range, even as one firm cites valuation in shifting to a Hold stance with a €35 target.Aggiornamento della narrazione • Feb 22
RXL: Rising Execution Demands Will Tighten Cushion As Share Repurchases Continue
Rexel's analyst price targets have edged higher, with our fair value estimate moving from €25.62 to €26.46 as analysts factor in updated Street research that includes higher targets from Citi and JPMorgan, alongside a valuation-driven downgrade to Hold from Kepler Cheuvreux. Analyst Commentary Recent Street research presents a mixed picture for Rexel, with some analysts lifting price targets while others are flagging valuation and execution risks.Articolo di analisi • Feb 15
Rexel (EPA:RXL) Has Announced A Dividend Of €1.20
Rexel S.A. ( EPA:RXL ) will pay a dividend of €1.20 on the 13th of May. This means the annual payment will be 3.3% of...Articolo di analisi • Feb 14
Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think
Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its full-year result this time last week. The early...Aggiornamento della narrazione • Feb 07
RXL: Elevated Expectations Will Pressure Shares As Valuation Cushion Narrows
Analysts have nudged their Rexel price targets higher, with recent Street research lifting fair value to about €25.62 as they factor in slightly stronger revenue growth, a modestly improved profit margin, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research on Rexel sends a mixed signal, with headline price targets moving higher but some caution creeping into the tone.
Aggiornamento della narrazione • Jan 24
RXL: Future Returns Likely Balanced Between Limited Upside And Execution Risks
Narrative Update The analyst fair value estimate for Rexel has been raised from €30.96 to €34.68. This change reflects updated price targets from analysts, including recent increases to €41.80 and €35 that are linked to their latest views on valuation and future P/E assumptions.Aggiornamento della narrazione • Jan 09
RXL: Share Momentum Will Weaken As Residential Recovery Expectations Prove Overstated
Our price target for Rexel is unchanged even as recent Street research has nudged individual targets higher, with analysts citing valuation constraints, softer assumptions for growth and margins, and a higher implied P/E multiple in their updated views. Analyst Commentary Recent Street research on Rexel shows a split view, with JPMorgan lifting its price target to €41.80 and keeping an Overweight stance, while several Bearish analysts are turning more cautious even as they edge price targets higher.Aggiornamento della narrazione • Dec 26
RXL: Share Momentum Will Fade As Residential Recovery Upside Diminishes
The analyst price target for Rexel has edged down slightly to EUR 28 from EUR 30, as analysts point to limited incremental pricing traction in recent quarters and a view that a European residential market recovery is already largely reflected in the current share price. Analyst Commentary Bearish analysts have recently tempered their expectations for Rexel, arguing that much of the anticipated recovery in key end markets is already reflected in the valuation.Aggiornamento della narrazione • Dec 12
RXL: Share Momentum Will Fade As Pricing Traction Weakens
We raise our Rexel price target by EUR 5 to EUR 25. This reflects analysts' view that modestly stronger long term revenue growth and a higher justified earnings multiple offset near term caution following recent Hold and Equal Weight ratings and largely unchanged Street price objectives around EUR 28 to EUR 30.Articolo di analisi • Dec 01
Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Aggiornamento della narrazione • Nov 28
RXL: Share Price Will Face Headwinds From Limited Pricing Momentum
Rexel's analyst price target has increased modestly from €29.96 to €30.96, as analysts cite slightly improved growth and profitability outlooks. This comes despite muted pricing traction and a recovery for the residential market that is already reflected in the price.Articolo di analisi • Nov 16
Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Aggiornamento della narrazione • Nov 14
RXL: Share Price Will Reflect Stable Outlook Amid Limited Pricing Gains
Analysts have adjusted Rexel's price target modestly downward from EUR 31 to EUR 30, citing limited pricing gains in recent quarters and the recovery in the share price already being reflected. Analyst Commentary Recent coverage of Rexel reflects a more cautious stance from analysts, with updates highlighting ongoing challenges and recalibrated expectations for the business.Aggiornamento della narrazione • Oct 30
RXL: Recent Price Moves And Market Caution Will Shape Future Momentum
Analysts have raised their price target for Rexel from approximately EUR 28.79 to EUR 29.96. They cite modest improvements in fair value and projected financial metrics, despite ongoing concerns about limited pricing momentum and market recovery already reflected in the share price.Aggiornamento della narrazione • Oct 16
North American Data Centers And Broadband Will Advance Smart Infrastructure
Analysts have slightly increased their fair value estimate for Rexel from €28.32 to €28.79. This change reflects updated perspectives on modest profit margins and tempered revenue growth as market expectations evolve.Aggiornamento della narrazione • Sep 09
North American Data Centers And Broadband Will Advance Smart Infrastructure
Analysts maintained a positive outlook on Rexel, citing improved margins, ongoing digital transformation, and strong capital returns, resulting in an unchanged consensus price target at €28.32. Analyst Commentary Bullish analysts raised targets in response to improved margin expansion and sustained profitability in core markets.Articolo di analisi • Aug 27
We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt
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 13
Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)
Rexel S.A.'s ( EPA:RXL ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell right now...Articolo di analisi • Jul 31
Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think
It's been a good week for Rexel S.A. ( EPA:RXL ) shareholders, because the company has just released its latest interim...Articolo di analisi • Jul 20
Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Jul 04
At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?
Rexel S.A. ( EPA:RXL ), is not the largest company out there, but it received a lot of attention from a substantial...
Nuova narrazione • Feb 23
Focus On Electrification And AI Will Boost Future Operational Efficiency
Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Rexel guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Dec 25 | 19,415 | 589 | 3,761 | 0 |
| 30 Sep 25 | 19,423 | 418 | 3,760 | 0 |
| 30 Jun 25 | 19,431 | 248 | 3,759 | 0 |
| 31 Mar 25 | 19,358 | 293 | 3,730 | 0 |
| 31 Dec 24 | 19,285 | 339 | 3,700 | 0 |
| 30 Sep 24 | 19,153 | 519 | 3,668 | 0 |
| 30 Jun 24 | 19,020 | 698 | 3,636 | 0 |
| 31 Mar 24 | 19,087 | 736 | 3,630 | 0 |
| 31 Dec 23 | 19,153 | 775 | 3,623 | 0 |
| 30 Sep 23 | 19,268 | 833 | 3,649 | 0 |
| 30 Jun 23 | 19,382 | 891 | 3,675 | 0 |
| 31 Mar 23 | 19,042 | 907 | 3,609 | 0 |
| 31 Dec 22 | 18,702 | 922 | 3,544 | 0 |
| 30 Sep 22 | 17,708 | 854 | 3,378 | 0 |
| 30 Jun 22 | 16,715 | 786 | 3,212 | 0 |
| 31 Mar 22 | 15,703 | 692 | 3,067 | 0 |
| 31 Dec 21 | 14,690 | 597 | 2,923 | 0 |
| 30 Sep 21 | 14,147 | 523 | 2,831 | 0 |
| 30 Jun 21 | 13,605 | 449 | 2,740 | 0 |
| 31 Mar 21 | 13,099 | 94 | 2,681 | 0 |
| 31 Dec 20 | 12,593 | -261 | 2,623 | 0 |
| 30 Sep 20 | 12,790 | -330 | 2,658 | 0 |
| 30 Jun 20 | 12,988 | -398 | 2,693 | 0 |
| 31 Mar 20 | 13,365 | -97 | 2,740 | 0 |
| 31 Dec 19 | 13,742 | 204 | 2,786 | 0 |
| 30 Sep 19 | 13,768 | 144 | 2,771 | 0 |
| 30 Jun 19 | 13,609 | 201 | 2,733 | 0 |
| 31 Mar 19 | 13,583 | 155 | 2,694 | 0 |
| 31 Dec 18 | 13,366 | 134 | 2,678 | 0 |
| 30 Sep 18 | 13,273 | 114 | 2,683 | 0 |
| 30 Jun 18 | 13,196 | 103 | 2,680 | 0 |
| 31 Mar 18 | 13,170 | 103 | 2,677 | 0 |
| 31 Dec 17 | 13,303 | 106 | 2,717 | 0 |
| 30 Sep 17 | 13,357 | 168 | 2,716 | 0 |
| 30 Jun 17 | 13,315 | 140 | 2,702 | 0 |
| 31 Mar 17 | 13,324 | 162 | 2,698 | 0 |
| 31 Dec 16 | 13,162 | 138 | 2,662 | 0 |
| 30 Sep 16 | 13,214 | 129 | 2,657 | 0 |
| 30 Jun 16 | 13,403 | 138 | 2,663 | 0 |
| 31 Mar 16 | 13,477 | 102 | 2,669 | 0 |
| 31 Dec 15 | 13,538 | 86 | 2,679 | 0 |
| 30 Sep 15 | 13,430 | 144 | 2,641 | 0 |
| 30 Jun 15 | 13,308 | 173 | 2,610 | 0 |
Guadagni di qualità: RXL ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di RXL (3%) RXL sono più alti rispetto allo scorso anno (1.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: RXL è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 4.1% all'anno.
Accelerare la crescita: La crescita degli utili di RXL nell'ultimo anno ( 73.7% ) supera la media quinquennale ( 4.1% all'anno).
Guadagni vs Settore: La crescita degli utili RXL nell'ultimo anno ( 73.7% ) non ha superato quella del settore Trade Distributors 205%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 10.9% ) di RXL è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 21:24 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2025/12/31 |
| 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 |
|
* 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 guide su come utilizzare i nostri report e 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
Rexel S.A. è coperta da 24 analisti. 12 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 |
|---|---|
| George Featherstone | Barclays |
| Philip Buller | Berenberg |
| Alasdair Leslie | Bernstein |