Knorr-Bremse（KBX）株式概要
Knorr-Bremse AGは、その子会社とともに、鉄道車両および商用車用ブレーキシステム、およびその他のセーフティクリティカルなシステムの開発、製造、販売を世界中で行っています。 詳細
KBX Community Fair Values
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Analyst Price Targets
Knorr-Bremse AG 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €100.20 |
| 52週高値 | €115.60 |
| 52週安値 | €77.40 |
| ベータ | 1.11 |
| 1ヶ月の変化 | -0.10% |
| 3ヶ月変化 | -1.86% |
| 1年変化 | 9.75% |
| 3年間の変化 | 59.00% |
| 5年間の変化 | 0.15% |
| IPOからの変化 | 22.73% |
最新ニュース
ナラティブ更新 • Jul 30
KBX: Higher Rail Expectations Will Increase Downside Risk From Margin Execution
Knorr-Bremse's updated fair value estimate has increased to €93.71 from €91.85. This change reflects analysts' slightly stronger assumptions on revenue growth and valuation multiples, following a series of recent price target increases to €108, €116 and €126.
ナラティブ更新 • Jul 14
KBX: Rail And Truck Cycles Will Support Future Margin Upside
The updated analyst price target for Knorr-Bremse moves modestly higher to about €116.53 from about €113.67. This reflects analysts' recent target raises that are linked to adjusted fair value estimates, a slightly lower discount rate, steadier revenue growth assumptions, a marginally higher profit margin outlook, and a reduced future P/E expectation.
ナラティブ更新 • Jun 30
KBX: Raised Fair Value Estimate And 2026 Guidance Confirmation Should Support Upside
Knorr-Bremse's updated analyst fair value estimate has moved from €129.0 to €133.0, supported by recent Street research that raised price targets to €108, €116 and €123 as analysts highlight the stock's pricing relative to their views on its quality. Analyst Commentary Recent Street research on Knorr-Bremse shows a cluster of higher fair value opinions, with price targets ranging from €108 to €123.Recent updates
ナラティブ更新 • Jul 30
KBX: Higher Rail Expectations Will Increase Downside Risk From Margin Execution
Knorr-Bremse's updated fair value estimate has increased to €93.71 from €91.85. This change reflects analysts' slightly stronger assumptions on revenue growth and valuation multiples, following a series of recent price target increases to €108, €116 and €126.ナラティブ更新 • Jul 14
KBX: Rail And Truck Cycles Will Support Future Margin Upside
The updated analyst price target for Knorr-Bremse moves modestly higher to about €116.53 from about €113.67. This reflects analysts' recent target raises that are linked to adjusted fair value estimates, a slightly lower discount rate, steadier revenue growth assumptions, a marginally higher profit margin outlook, and a reduced future P/E expectation.ナラティブ更新 • Jun 30
KBX: Raised Fair Value Estimate And 2026 Guidance Confirmation Should Support Upside
Knorr-Bremse's updated analyst fair value estimate has moved from €129.0 to €133.0, supported by recent Street research that raised price targets to €108, €116 and €123 as analysts highlight the stock's pricing relative to their views on its quality. Analyst Commentary Recent Street research on Knorr-Bremse shows a cluster of higher fair value opinions, with price targets ranging from €108 to €123.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| KBX | DE Machinery | DE 市場 | |
|---|---|---|---|
| 7D | -3.2% | -3.1% | 0.6% |
| 1Y | 9.7% | 0.6% | 3.6% |
業界別リターン: KBX過去 1 年間で0.6 % の収益を上げたGerman Machinery業界を上回りました。
リターン対市場: KBX過去 1 年間で3.6 % の収益を上げたGerman市場を上回りました。
価格変動
| KBX volatility | |
|---|---|
| KBX Average Weekly Movement | 3.8% |
| Machinery Industry Average Movement | 4.5% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in DE Market | 12.7% |
| 10% least volatile stocks in DE Market | 2.7% |
安定した株価: KBX 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: KBXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1905 | 26,629 | Marc Llistosella Y Bischoff | www.knorr-bremse.com |
Knorr-Bremse AGは、子会社とともに、鉄道車両および商用車用ブレーキシステム、およびその他のセーフティクリティカルなシステムの開発、製造、販売を世界中で行っています。鉄道車両用システムと商用車用システムの2つのセグメントで事業を展開しています。鉄道車両用システム部門は、ブレーキシステム、エントランス・HVACシステム、サニタリーシステム、カップリングシステム、デジタルソリューション、鉄道交通最適化スマートサービス、パワーエレクトリック、レールコンピューティング＆コミュニケーション（RCC）/TCMS、信号システム、定置式および移動式試験装置、フロントガラスワイパーおよび洗浄システム、広範なアフターマーケットソリューションを提供している。商用車システム部門は、ブレーキ制御システム、ディスクブレーキ、ドラムブレーキ、ブレーキシリンダー、バルブ、ペダルユニットで構成される空圧ブレーキシステム、ステアリングシステム、アンチロックブレーキシステムや電子安定性プログラムなどのビークルダイナミクスソリューション、運転支援システム、自動運転、電子水準制御、コンプレッサーや空気処理製品などのエネルギー供給・分配システム、トラック、バス、トレーラー、農業機械向けの振動ダンパー、エンジンエアマネジメント、トランスミッション制御、ギア/クラッチ作動製品などのエンジンコンポーネントやトランスミッション制御システムを提供している。また、リース、ホールディング、ロジスティクス、メディア・IT サービスも提供している。同社は1905年に設立され、ドイツのミュンヘンに本社を置く。Knorr-Bremse AGはKB Holding GmbHの子会社である。
Knorr-Bremse AG 基礎のまとめ
| KBX 基礎統計学 | |
|---|---|
| 時価総額 | €16.20b |
| 収益（TTM） | €585.00m |
| 売上高(TTM) | €8.03b |
27.6x
PER（株価収益率2.0x
P/SレシオKBX は割高か？
公正価値と評価分析を参照収益と収入
| KBX 損益計算書（TTM） | |
|---|---|
| 収益 | €8.03b |
| 売上原価 | €3.75b |
| 売上総利益 | €4.28b |
| その他の費用 | €3.69b |
| 収益 | €585.00m |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 29, 2026
| 一株当たり利益（EPS） | 3.63 |
| グロス・マージン | 53.25% |
| 純利益率 | 7.29% |
| 有利子負債／自己資本比率 | 59.1% |
KBX の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.9%
現在の配当利回り52%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/13 17:58 |
| 終値 | 2026/08/13 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Knorr-Bremse AG 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Vladimir Sergievskii | Barclays |
| Yasmin Steilen | Berenberg |
| Christoph Blieffert | BNP Paribas |