Knorr-Bremse（1KBX）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1KBX ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より19%で取引されている 収益は年間19.23%増加すると予測されています 過去1年間で収益は29.6%増加しました リスク分析不安定な配当実績 Italian市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る1KBX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW484,243 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG484,243 investors already sharing narrativesYour Fair Value€Current Price€101.206.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue €10.4bEarnings €729.7mAdvancedSet Fair ValueView all narrativesKnorr-Bremse AG 競合他社FincantieriSymbol: BIT:FCTMarket cap: €4.3bIveco GroupSymbol: BIT:IVGMarket cap: €3.7bDanieli & C. Officine MeccanicheSymbol: BIT:DANMarket cap: €4.2bLeonardoSymbol: BIT:LDOMarket cap: €29.1b価格と性能株価の高値、安値、推移の概要Knorr-Bremse過去の株価現在の株価€101.2052週高値€105.6052週安値€78.00ベータ1.111ヶ月の変化0.60%3ヶ月変化0.80%1年変化22.00%3年間の変化n/a5年間の変化n/aIPOからの変化10.95%最新ニュースReported Earnings • May 07First quarter 2026 earnings released: EPS: €0.95 (vs €0.84 in 1Q 2025)First quarter 2026 results: EPS: €0.95 (up from €0.84 in 1Q 2025). Revenue: €1.96b (flat on 1Q 2025). Net income: €153.0m (up 13% from 1Q 2025). Profit margin: 7.8% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Italy.お知らせ • May 06Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V.Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V. on October 20, 2025. The purchase price amounts to a mid-double-digit million-euro sum. The closing is expected to take place by the end of Q1 2026. Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V. on May 4, 2026.Declared Dividend • Mar 23Dividend increased to €1.90Dividend of €1.90 is 8.6% higher than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 20Full year 2025 earnings released: EPS: €3.31 (vs €2.76 in FY 2024)Full year 2025 results: EPS: €3.31 (up from €2.76 in FY 2024). Revenue: €7.91b (down 1.1% from FY 2024). Net income: €534.0m (up 20% from FY 2024). Profit margin: 6.8% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Machinery industry in Italy.お知らせ • Mar 20+ 1 more updateKnorr-Bremse AG, Annual General Meeting, Apr 30, 2026Knorr-Bremse AG, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.お知らせ • Feb 21Knorr-Bremse Ag Provides Earnings Guidance for the Year 2026Knorr-Bremse AG provided earnings guidance for the year 2026. For the period, the company Assuming that the geopolitical and macroeconomic environments remain stable, the company expects revenues between €8,000 million and €8,300 million, an operating EBIT margin of around 14%.最新情報をもっと見るRecent updatesReported Earnings • May 07First quarter 2026 earnings released: EPS: €0.95 (vs €0.84 in 1Q 2025)First quarter 2026 results: EPS: €0.95 (up from €0.84 in 1Q 2025). Revenue: €1.96b (flat on 1Q 2025). Net income: €153.0m (up 13% from 1Q 2025). Profit margin: 7.8% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Italy.お知らせ • May 06Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V.Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V. on October 20, 2025. The purchase price amounts to a mid-double-digit million-euro sum. The closing is expected to take place by the end of Q1 2026. Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V. on May 4, 2026.Declared Dividend • Mar 23Dividend increased to €1.90Dividend of €1.90 is 8.6% higher than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 20Full year 2025 earnings released: EPS: €3.31 (vs €2.76 in FY 2024)Full year 2025 results: EPS: €3.31 (up from €2.76 in FY 2024). Revenue: €7.91b (down 1.1% from FY 2024). Net income: €534.0m (up 20% from FY 2024). Profit margin: 6.8% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Machinery industry in Italy.お知らせ • Mar 20+ 1 more updateKnorr-Bremse AG, Annual General Meeting, Apr 30, 2026Knorr-Bremse AG, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.お知らせ • Feb 21Knorr-Bremse Ag Provides Earnings Guidance for the Year 2026Knorr-Bremse AG provided earnings guidance for the year 2026. For the period, the company Assuming that the geopolitical and macroeconomic environments remain stable, the company expects revenues between €8,000 million and €8,300 million, an operating EBIT margin of around 14%.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €106, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Machinery industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.Buy Or Sell Opportunity • Feb 02Now 24% undervaluedOver the last 90 days, the stock has risen 13% to €89.95. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has declined by 4.5%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.お知らせ • Dec 18+ 4 more updatesKnorr-Bremse AG to Report Q1, 2026 Results on May 07, 2026Knorr-Bremse AG announced that they will report Q1, 2026 results on May 07, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: €0.89 (vs €0.81 in 3Q 2024)Third quarter 2025 results: EPS: €0.89 (up from €0.81 in 3Q 2024). Revenue: €1.90b (down 1.8% from 3Q 2024). Net income: €143.0m (up 10.0% from 3Q 2024). Profit margin: 7.5% (up from 6.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy.お知らせ • Oct 31Knorr-Bremse AG Confirms Earnings Guidance for 2025Knorr-Bremse AG confirmed earnings Guidance for 2025. For the year, the company expects revenues of between €7,800 million and €8,100 million, an operating EBIT margin of 12.5% to 13.5%.お知らせ • Oct 22Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V.Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V. on October 20, 2025. The purchase price amounts to a mid-double-digit million-euro sum. The closing is expected to take place by the end of Q1 2026.お知らせ • Sep 26Knorr-Bremse AG (XTRA:KBX) entered into agreement to acquire Duagon AG from DBAG Fund VII managed by Deutsche Beteiligungs AG (XTRA:DBAN) and others for €500 million.Knorr-Bremse AG (XTRA:KBX) entered into agreement to acquire Duagon AG from DBAG Fund VII managed by Deutsche Beteiligungs AG (XTRA:DBAN) and others for €500 million on September 25, 2025. A cash consideration of €500 million will be paid by Knorr-Bremse AG. As part of consideration, €500 million is paid towards common equity of Duagon AG. The purchase price can increase moderately due to a potential performance bonus based on the achievement of predefined target. The consideration will initially be financed from available liquidity and existing credit lines. Knorr-Bremse expects EBIT-effective run-rate synergies of between €5 million and €10 million as of 2028 from the deal. The closing is subject to the customary regulatory approvals. Christoph Neeracher, Philippe Seiler, Therry Lehmann, Yascha Fengler, Thomas Rohde, Rahel Brüschweiler, David Mark, Susanne Schreiber, Martin Leu, Markus Wang, Christine Schweikard, Mani Reinert, Martin Werner and Christian Kunz of Bär & Karrer Ltd. acted as legal advisor to Deutsche Beteiligungs AG.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.84 (vs €0.90 in 2Q 2024)Second quarter 2025 results: EPS: €0.84 (down from €0.90 in 2Q 2024). Revenue: €2.02b (flat on 2Q 2024). Net income: €140.1m (down 2.9% from 2Q 2024). Profit margin: 6.9% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Italy.Buy Or Sell Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock has risen 6.4% to €84.35. The fair value is estimated to be €106, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.Buy Or Sell Opportunity • Jun 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €82.40. The fair value is estimated to be €103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.お知らせ • May 02+ 1 more updateKnorr-Bremse’s AG Announces Supervisory Board ChangesKnorr-Bremse AG at its Annual General Meeting elected Stephan Sturm, CEO of the Heinz Hermann Thiele Family Trust, as a new member of the Supervisory Board. With Julia Thiele-Schürhoff and Mr. Sturm, two of the twelve seats on the Supervisory Board at Knorr-Bremse are now held by representatives of the Family Trust. Mr. Sturm succeeds Dr. Theodor Weimer, who resigned at his own request and in amicable agreement with the Supervisory Board and the Family Trust and has stepped down from the Supervisory Board.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €71.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Machinery industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €112 per share.Declared Dividend • Mar 24Dividend increased to €1.75Dividend of €1.75 is 6.7% higher than last year. Ex-date: 1st May 2025 Payment date: 6th May 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 23Knorr-Bremse AG announces Annual dividend, payable on May 06, 2025Knorr-Bremse AG announced Annual dividend of EUR 1.7500 per share payable on May 06, 2025, ex-date on May 01, 2025 and record date on May 05, 2025.Reported Earnings • Mar 23Full year 2024 earnings released: EPS: €2.76 (vs €3.43 in FY 2023)Full year 2024 results: EPS: €2.76 (down from €3.43 in FY 2023). Revenue: €8.00b (flat on FY 2023). Net income: €445.0m (down 20% from FY 2023). Profit margin: 5.6% (down from 6.9% in FY 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy.お知らせ • Mar 22Dr. Theodor Weimer Steps Down as Member and Deputy Chairman of the Supervisory Board of Knorr-Bremse AGKnorr-Bremse AG announced Dr. Theodor Weimer, who will step down as member and Deputy Chairman of the Supervisory Board at the Annual General Meeting.株主還元1KBXIT MachineryIT 市場7D1.0%1.8%1.1%1Y22.0%4.3%26.2%株主還元を見る業界別リターン: 1KBX過去 1 年間で4.3 % の収益を上げたItalian Machinery業界を上回りました。リターン対市場: 1KBXは、過去 1 年間で26.2 % のリターンを上げたItalian市場を下回りました。価格変動Is 1KBX's price volatile compared to industry and market?1KBX volatility1KBX Average Weekly Movement7.4%Machinery Industry Average Movement5.3%Market Average Movement4.6%10% most volatile stocks in IT Market8.0%10% least volatile stocks in IT Market3.0%安定した株価: 1KBXの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1KBXの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト190526,629Marc Llistosella Y Bischoffwww.knorr-bremse.comKnorr-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。もっと見るKnorr-Bremse AG 基礎のまとめKnorr-Bremse の収益と売上を時価総額と比較するとどうか。1KBX 基礎統計学時価総額€16.28b収益（TTM）€552.00m売上高(TTM)€7.89b29.5xPER（株価収益率2.1xP/Sレシオ1KBX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1KBX 損益計算書（TTM）収益€7.89b売上原価€3.70b売上総利益€4.19bその他の費用€3.64b収益€552.00m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）3.42グロス・マージン53.09%純利益率7.00%有利子負債／自己資本比率55.5%1KBX 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56%配当性向View Valuation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2026/07/15 20:27終値2026/07/15 00:00収益2026/03/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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。20 アナリスト機関Vladimir SergievskiiBarclaysYasmin SteilenBerenbergChristoph BlieffertBNP Paribas17 その他のアナリストを表示
Reported Earnings • May 07First quarter 2026 earnings released: EPS: €0.95 (vs €0.84 in 1Q 2025)First quarter 2026 results: EPS: €0.95 (up from €0.84 in 1Q 2025). Revenue: €1.96b (flat on 1Q 2025). Net income: €153.0m (up 13% from 1Q 2025). Profit margin: 7.8% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Italy.
お知らせ • May 06Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V.Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V. on October 20, 2025. The purchase price amounts to a mid-double-digit million-euro sum. The closing is expected to take place by the end of Q1 2026. Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V. on May 4, 2026.
Declared Dividend • Mar 23Dividend increased to €1.90Dividend of €1.90 is 8.6% higher than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 20Full year 2025 earnings released: EPS: €3.31 (vs €2.76 in FY 2024)Full year 2025 results: EPS: €3.31 (up from €2.76 in FY 2024). Revenue: €7.91b (down 1.1% from FY 2024). Net income: €534.0m (up 20% from FY 2024). Profit margin: 6.8% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Machinery industry in Italy.
お知らせ • Mar 20+ 1 more updateKnorr-Bremse AG, Annual General Meeting, Apr 30, 2026Knorr-Bremse AG, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Feb 21Knorr-Bremse Ag Provides Earnings Guidance for the Year 2026Knorr-Bremse AG provided earnings guidance for the year 2026. For the period, the company Assuming that the geopolitical and macroeconomic environments remain stable, the company expects revenues between €8,000 million and €8,300 million, an operating EBIT margin of around 14%.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: €0.95 (vs €0.84 in 1Q 2025)First quarter 2026 results: EPS: €0.95 (up from €0.84 in 1Q 2025). Revenue: €1.96b (flat on 1Q 2025). Net income: €153.0m (up 13% from 1Q 2025). Profit margin: 7.8% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Italy.
お知らせ • May 06Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V.Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V. on October 20, 2025. The purchase price amounts to a mid-double-digit million-euro sum. The closing is expected to take place by the end of Q1 2026. Knorr-Bremse AG (XTRA:KBX) completed the acquisition of TRAVIS Road Services International B.V. on May 4, 2026.
Declared Dividend • Mar 23Dividend increased to €1.90Dividend of €1.90 is 8.6% higher than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 20Full year 2025 earnings released: EPS: €3.31 (vs €2.76 in FY 2024)Full year 2025 results: EPS: €3.31 (up from €2.76 in FY 2024). Revenue: €7.91b (down 1.1% from FY 2024). Net income: €534.0m (up 20% from FY 2024). Profit margin: 6.8% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Machinery industry in Italy.
お知らせ • Mar 20+ 1 more updateKnorr-Bremse AG, Annual General Meeting, Apr 30, 2026Knorr-Bremse AG, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Feb 21Knorr-Bremse Ag Provides Earnings Guidance for the Year 2026Knorr-Bremse AG provided earnings guidance for the year 2026. For the period, the company Assuming that the geopolitical and macroeconomic environments remain stable, the company expects revenues between €8,000 million and €8,300 million, an operating EBIT margin of around 14%.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €106, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Machinery industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.
Buy Or Sell Opportunity • Feb 02Now 24% undervaluedOver the last 90 days, the stock has risen 13% to €89.95. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has declined by 4.5%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
お知らせ • Dec 18+ 4 more updatesKnorr-Bremse AG to Report Q1, 2026 Results on May 07, 2026Knorr-Bremse AG announced that they will report Q1, 2026 results on May 07, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: €0.89 (vs €0.81 in 3Q 2024)Third quarter 2025 results: EPS: €0.89 (up from €0.81 in 3Q 2024). Revenue: €1.90b (down 1.8% from 3Q 2024). Net income: €143.0m (up 10.0% from 3Q 2024). Profit margin: 7.5% (up from 6.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy.
お知らせ • Oct 31Knorr-Bremse AG Confirms Earnings Guidance for 2025Knorr-Bremse AG confirmed earnings Guidance for 2025. For the year, the company expects revenues of between €7,800 million and €8,100 million, an operating EBIT margin of 12.5% to 13.5%.
お知らせ • Oct 22Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V.Knorr-Bremse AG (XTRA:KBX) agreed to acquire TRAVIS Road Services International B.V. on October 20, 2025. The purchase price amounts to a mid-double-digit million-euro sum. The closing is expected to take place by the end of Q1 2026.
お知らせ • Sep 26Knorr-Bremse AG (XTRA:KBX) entered into agreement to acquire Duagon AG from DBAG Fund VII managed by Deutsche Beteiligungs AG (XTRA:DBAN) and others for €500 million.Knorr-Bremse AG (XTRA:KBX) entered into agreement to acquire Duagon AG from DBAG Fund VII managed by Deutsche Beteiligungs AG (XTRA:DBAN) and others for €500 million on September 25, 2025. A cash consideration of €500 million will be paid by Knorr-Bremse AG. As part of consideration, €500 million is paid towards common equity of Duagon AG. The purchase price can increase moderately due to a potential performance bonus based on the achievement of predefined target. The consideration will initially be financed from available liquidity and existing credit lines. Knorr-Bremse expects EBIT-effective run-rate synergies of between €5 million and €10 million as of 2028 from the deal. The closing is subject to the customary regulatory approvals. Christoph Neeracher, Philippe Seiler, Therry Lehmann, Yascha Fengler, Thomas Rohde, Rahel Brüschweiler, David Mark, Susanne Schreiber, Martin Leu, Markus Wang, Christine Schweikard, Mani Reinert, Martin Werner and Christian Kunz of Bär & Karrer Ltd. acted as legal advisor to Deutsche Beteiligungs AG.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.84 (vs €0.90 in 2Q 2024)Second quarter 2025 results: EPS: €0.84 (down from €0.90 in 2Q 2024). Revenue: €2.02b (flat on 2Q 2024). Net income: €140.1m (down 2.9% from 2Q 2024). Profit margin: 6.9% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Italy.
Buy Or Sell Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock has risen 6.4% to €84.35. The fair value is estimated to be €106, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.
Buy Or Sell Opportunity • Jun 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €82.40. The fair value is estimated to be €103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
お知らせ • May 02+ 1 more updateKnorr-Bremse’s AG Announces Supervisory Board ChangesKnorr-Bremse AG at its Annual General Meeting elected Stephan Sturm, CEO of the Heinz Hermann Thiele Family Trust, as a new member of the Supervisory Board. With Julia Thiele-Schürhoff and Mr. Sturm, two of the twelve seats on the Supervisory Board at Knorr-Bremse are now held by representatives of the Family Trust. Mr. Sturm succeeds Dr. Theodor Weimer, who resigned at his own request and in amicable agreement with the Supervisory Board and the Family Trust and has stepped down from the Supervisory Board.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €71.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Machinery industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €112 per share.
Declared Dividend • Mar 24Dividend increased to €1.75Dividend of €1.75 is 6.7% higher than last year. Ex-date: 1st May 2025 Payment date: 6th May 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 23Knorr-Bremse AG announces Annual dividend, payable on May 06, 2025Knorr-Bremse AG announced Annual dividend of EUR 1.7500 per share payable on May 06, 2025, ex-date on May 01, 2025 and record date on May 05, 2025.
Reported Earnings • Mar 23Full year 2024 earnings released: EPS: €2.76 (vs €3.43 in FY 2023)Full year 2024 results: EPS: €2.76 (down from €3.43 in FY 2023). Revenue: €8.00b (flat on FY 2023). Net income: €445.0m (down 20% from FY 2023). Profit margin: 5.6% (down from 6.9% in FY 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy.
お知らせ • Mar 22Dr. Theodor Weimer Steps Down as Member and Deputy Chairman of the Supervisory Board of Knorr-Bremse AGKnorr-Bremse AG announced Dr. Theodor Weimer, who will step down as member and Deputy Chairman of the Supervisory Board at the Annual General Meeting.
