Knorr-Bremse (KBX) 주식 개요
Knorr-Bremse AG는 자회사와 함께 전 세계 철도 및 상용차 및 기타 안전에 중요한 시스템을 위한 브레이크 시스템을 개발, 생산 및 판매합니다. 자세히 보기
KBX Community Fair Values
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Analyst Price Targets
Knorr-Bremse AG 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €102.00 |
| 52주 최고가 | €115.60 |
| 52주 최저가 | €77.40 |
| 베타 | 1.11 |
| 1개월 변동 | 3.66% |
| 3개월 변동 | -3.95% |
| 1년 변동 | 18.06% |
| 3년 변동 | 55.73% |
| 5년 변동 | 7.08% |
| IPO 이후 변동 | 24.94% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • Aug 04
Here's What Analysts Are Forecasting For Knorr-Bremse AG (ETR:KBX) After Its Second-Quarter Results
Knorr-Bremse AG ( ETR:KBX ) last week reported its latest quarterly results, which makes it a good time for investors...
새로운 내러티브 • 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.주주 수익률
| KBX | DE Machinery | DE 시장 | |
|---|---|---|---|
| 7D | -3.8% | -2.2% | -1.6% |
| 1Y | 18.1% | -5.6% | -1.3% |
수익률 대 산업: KBX은 지난 1년 동안 -5.6%의 수익을 기록한 German Machinery 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: KBX은 지난 1년 동안 -1.3%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| KBX volatility | |
|---|---|
| KBX Average Weekly Movement | 4.0% |
| Machinery Industry Average Movement | 4.5% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.8% |
안정적인 주가: KBX는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: KBX의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1905 | 26,629 | Marc Llistosella Y Bischoff | www.knorr-bremse.com |
Knorr-Bremse AG는 자회사와 함께 철도 및 상용 차량용 브레이크 시스템과 기타 안전에 중요한 시스템을 전 세계에 개발, 생산 및 판매하고 있습니다. 철도 차량 시스템과 상용 차량 시스템의 두 부문으로 운영되고 있습니다. 철도 차량 시스템 부문에서는 제동 시스템, 출입구 및 HVAC 시스템, 위생 시스템, 커플링 시스템, 디지털 솔루션, 철도 교통 최적화를 위한 스마트 서비스, 전력 전기, 철도 컴퓨팅 및 통신(RCC)/TCMS, 신호 시스템, 고정 및 이동식 테스트 장비, 앞 유리 와이퍼 및 세척 시스템, 광범위한 애프터마켓 솔루션 등을 제공합니다.
Knorr-Bremse AG 기초 지표 요약
| KBX 기초 통계 | |
|---|---|
| 시가총액 | €16.44b |
| 순이익 (TTM) | €552.00m |
| 매출 (TTM) | €7.89b |
29.8x
주가수익비율(P/E)2.1x
주가매출비율(P/S)KBX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| KBX 손익계산서 (TTM) | |
|---|---|
| 매출 | €7.89b |
| 매출원가 | €3.70b |
| 총이익 | €4.19b |
| 기타 비용 | €3.64b |
| 순이익 | €552.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 30, 2026
| 주당순이익(EPS) | 3.42 |
| 총이익률 | 53.09% |
| 순이익률 | 7.00% |
| 부채/자본 비율 | 55.5% |
KBX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.9%
현재 배당 수익률56%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/09 13:05 |
| 종가 | 2026/07/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Knorr-Bremse AG는 20명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Vladimir Sergievskii | Barclays |
| Yasmin Steilen | Berenberg |
| Christoph Blieffert | BNP Paribas |