Bilfinger 향후 성장
Future 기준 점검 1/6
Bilfinger (는) 각각 연간 16.9% 및 4.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.3% 로 예상됩니다.
핵심 정보
16.9%
이익 성장률
16.93%
EPS 성장률
| Commercial Services 이익 성장 | 17.3% |
| 매출 성장률 | 4.1% |
| 향후 자기자본이익률 | 17.34% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 22 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • Aug 12
Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...분석 기사 • Jul 10
Should You Think About Buying Bilfinger SE (ETR:GBF) Now?
Bilfinger SE ( ETR:GBF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,119 | 295 | 273 | 363 | 3 |
| 12/31/2027 | 5,937 | 266 | 273 | 360 | 4 |
| 12/31/2026 | 5,680 | 229 | 269 | 353 | 4 |
| 3/31/2026 | 5,472 | 181 | 225 | 297 | N/A |
| 12/31/2025 | 5,427 | 176 | 314 | 386 | N/A |
| 9/30/2025 | 5,366 | 186 | 309 | 370 | N/A |
| 6/30/2025 | 5,266 | 186 | 293 | 353 | N/A |
| 3/31/2025 | 5,217 | 185 | 263 | 328 | N/A |
| 12/31/2024 | 5,038 | 178 | 178 | 241 | N/A |
| 9/30/2024 | 4,871 | 231 | 201 | 259 | N/A |
| 6/30/2024 | 4,704 | 213 | 204 | 260 | N/A |
| 3/31/2024 | 4,520 | 196 | 135 | 197 | N/A |
| 12/31/2023 | 4,486 | 178 | 86 | 145 | N/A |
| 9/30/2023 | 4,488 | 68 | N/A | N/A | N/A |
| 6/30/2023 | 4,446 | 53 | 96 | 160 | N/A |
| 3/31/2023 | 4,404 | 41 | N/A | N/A | N/A |
| 12/31/2022 | 4,312 | 28 | 106 | 158 | N/A |
| 9/30/2022 | 4,097 | 96 | N/A | N/A | N/A |
| 6/30/2022 | 3,967 | 115 | 71 | 137 | N/A |
| 3/31/2022 | 3,865 | 106 | N/A | N/A | N/A |
| 12/31/2021 | 3,737 | 123 | 54 | 115 | N/A |
| 9/30/2021 | 3,637 | 267 | -1 | 17 | N/A |
| 6/30/2021 | 3,562 | 210 | -33 | 7 | N/A |
| 3/31/2021 | 3,379 | 140 | 142 | 175 | N/A |
| 12/31/2020 | 3,461 | 106 | 77 | 114 | N/A |
| 9/30/2020 | 3,650 | -94 | 269 | 314 | N/A |
| 6/30/2020 | 3,880 | -72 | 233 | 283 | N/A |
| 3/31/2020 | 4,234 | -20 | 34 | 93 | N/A |
| 12/31/2019 | 4,327 | 1 | N/A | 78 | N/A |
| 9/30/2019 | 4,371 | -18 | N/A | 5 | N/A |
| 6/30/2019 | 4,322 | -23 | N/A | -18 | N/A |
| 3/31/2019 | 4,233 | -2 | N/A | 0 | N/A |
| 12/31/2018 | 4,153 | -21 | N/A | 35 | N/A |
| 9/30/2018 | 4,120 | -18 | N/A | -16 | N/A |
| 6/30/2018 | 4,070 | -40 | N/A | -25 | N/A |
| 3/31/2018 | 4,011 | -109 | N/A | -103 | N/A |
| 12/31/2017 | 4,044 | -143 | N/A | -83 | N/A |
| 9/30/2017 | 4,036 | -193 | N/A | -165 | N/A |
| 6/30/2017 | 4,061 | -248 | N/A | -108 | N/A |
| 3/31/2017 | 4,163 | -269 | N/A | -179 | N/A |
| 12/31/2016 | 4,249 | -280 | N/A | -327 | N/A |
| 9/30/2016 | 4,487 | -227 | N/A | -123 | N/A |
| 6/30/2016 | 4,738 | -256 | N/A | -113 | N/A |
| 3/31/2016 | 6,395 | -20 | N/A | -7 | N/A |
| 12/31/2015 | 5,002 | -574 | N/A | 63 | N/A |
| 9/30/2015 | 5,369 | -528 | N/A | 34 | N/A |
| 6/30/2015 | 5,706 | -364 | N/A | 122 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: GBF 의 연간 예상 수익 증가율(16.9%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: GBF 의 연간 수익(16.9%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: GBF 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: GBF 의 수익(연간 4.1%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: GBF 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: GBF의 자본 수익률은 3년 후 17.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 09:22 |
| 종가 | 2026/05/22 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 |
|
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| 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.
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분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Bilfinger SE는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gunnar Cohrs | Berenberg |
| Gerhard Orgonas | BNP Paribas |
| Andreas Inderst | BNP Paribas |