Bilfinger SE

XTRA:GBF 株式レポート

時価総額:€2.8b

Bilfinger 過去の業績

過去 基準チェック /26

Bilfingerは、平均年間8.4%の収益成長を遂げていますが、 Commercial Services業界の収益は、年間 成長しています。収益は、平均年間6.4% 8.9%収益成長率で 成長しています。 Bilfingerの自己資本利益率は14.2%であり、純利益率は3.4%です。

主要情報

8.42%

収益成長率

10.80%

EPS成長率

Commercial Services 業界の成長9.67%
収益成長率8.92%
株主資本利益率14.18%
ネット・マージン3.36%
次回の業績アップデート11 Nov 2026

最近の業績更新

分析記事 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

分析記事 Aug 15

Bilfinger SE (ETR:GBF) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Bilfinger SE ( ETR:GBF ) shareholders are probably feeling a little disappointed, since its shares fell 4.6% to €76.90...
ナラティブ更新 Jul 24

GBF: Outperform Rating And Income Outlook Will Support Future Confidence

Analysts have reduced the fair value estimate for Bilfinger from €121 to €115.60, citing a revised mix of slightly higher revenue growth assumptions, a lower profit margin outlook, and updated long-term P/E expectations. These changes are presented alongside a new Street price target of €105.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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).
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

収支内訳

Bilfinger の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

XTRA:GBF 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
30 Jun 265,5701873460
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

質の高い収益: GBFは 高品質の収益 を持っています。

利益率の向上: GBFの現在の純利益率 (3.4%)は、昨年(3.5%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: GBFの収益は過去 5 年間で年間8.4%増加しました。

成長の加速: GBFの過去 1 年間の収益成長率 ( 0.9% ) は、5 年間の平均 ( 年間8.4%を下回っています。

収益対業界: GBFの過去 1 年間の収益成長率 ( 0.9% ) Commercial Services業界2.7%を上回りませんでした。


株主資本利益率

高いROE: GBFの 自己資本利益率 ( 14.2% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/08/21 22:51
終値2026/08/21 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Bilfinger SE 5 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。18

アナリスト機関
Gunnar CohrsBerenberg
Pal SkirtaBernstein
Gerhard OrgonasBNP Paribas