Rotork plc

LSE:ROR 주식 리포트

시가총액: UK£4.0b

Rotork 향후 성장

Future 기준 점검 3/6

Rotork (는) 각각 연간 10.2% 및 4.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.4% 로 예상됩니다.

핵심 정보

10.2%

이익 성장률

11.60%

EPS 성장률

Machinery 이익 성장13.8%
매출 성장률4.6%
향후 자기자본이익률22.44%
애널리스트 커버리지

Good

마지막 업데이트11 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Aug 01

ROR: Future Returns Will Hinge On ABB Deal Terms And Downgrade Risks

Rotork's updated analyst price target moves to £4.59 from £4.11 as analysts factor in a lower discount rate, a slightly adjusted growth and margin profile, and the recent cluster of downgrades to Neutral or Hold with a £5.03 reference level following ABB's takeover bid. Analyst Commentary Recent commentary around Rotork has become more balanced as the market reacts to ABB's takeover bid and the cluster of downgrades to Neutral or Hold.
새로운 내러티브 • Jul 31

Electrification And Automation Tailwinds Will Eventually Fade And Reveal Weaker Fundamentals

Catalysts About Rotork Rotork supplies intelligent flow control solutions, including actuators and related services, for critical industrial applications across Oil & Gas, CPI and Water & Power markets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Jul 17

ROR: Future Upside Will Depend On Closing The ABB Takeover

Rotork's updated analyst price target edges higher from £3.90 to £4.11. This reflects a slightly lower discount rate, broadly steady revenue growth and margin assumptions, and a modestly higher future P/E multiple, even as several firms have recently shifted their ratings to Hold with a £5.03 target.
새로운 내러티브 • Jul 16

Long-Term Automation And Service Expansion Will Support Future Earnings Resilience

Catalysts About Rotork Rotork supplies flow control equipment and related services for critical industrial applications across Oil & Gas, CPI and Water & Power markets. What are the underlying business or industry changes driving this perspective?
분석 기사 • May 23

Should You Investigate Rotork plc (LON:ROR) At UK£3.10?

Rotork plc ( LON:ROR ), is not the largest company out there, but it received a lot of attention from a substantial...
내러티브 업데이트 • Apr 21

ROR: Future Upside Will Hinge On M&A Discipline And Capital Deployment

Rotork's analyst price target has been trimmed slightly to £3.90 from about £3.92, as analysts factor in more cautious assumptions around discount rates, revenue growth and margins following a recent wave of target reductions and a downgrade alongside one recent upgrade. Analyst Commentary Recent research on Rotork has centered on fine tuning valuation assumptions rather than making wholesale changes to the investment case, with several price target moves in a tight range around £3.90 to £4.20.
내러티브 업데이트 • Apr 06

ROR: Future Upside Will Depend On M&A Execution And Capital Returns

Rotork's analyst price targets have been trimmed by around £0.05 to £0.10 per share, as analysts factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and small adjustments to future P/E and margin expectations, while broadly maintaining positive stances on the stock. Analyst Commentary Recent Street research on Rotork points to a cluster of small price target moves, with most analysts fine tuning their models rather than making wholesale changes.
분석 기사 • Mar 26

Here's Why We Think Rotork (LON:ROR) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 • Mar 23

ROR: Future Upside Will Depend On Margin Execution And Capital Allocation

Rotork's updated analyst price target edges lower, with fair value now set at about £3.92 from £3.99 as analysts trim revenue growth and profit margin assumptions, while still reflecting recent Street target reductions from around £4.30 to the £3.90 to £4.20 range. Analyst Commentary Recent Street research on Rotork has clustered around modest price target trims, with targets generally moving into the £3.90 to £4.20 band and one recent upgrade on the stock.
내러티브 업데이트 • Mar 07

ROR: Fair Outlook Will Depend On Margin Execution And Higher Future P/E

Analysts have increased their price targets for Rotork by £0.35 per share, citing a slightly lower discount rate, a modestly adjusted profit margin outlook, and a marginally higher assumed future P/E multiple to reflect recent, more positive research commentary. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets as support for Rotork's current valuation, with the revised assumptions around profit margins and P/E multiples seen as more aligned with recent research opinions.
내러티브 업데이트 • Feb 20

ROR: Fair Outlook Will Rely On Margin Delivery And Higher Future P/E Assumptions

Analysts have raised their fair value estimate for Rotork from £3.92 to £3.99 per share, reflecting updated assumptions on discount rates, margins, and a slightly higher future P/E, in line with recent positive Street research and price target changes. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of £3.99 per share as consistent with recent positive research and higher price targets, which they see as support for the current valuation assumptions.
내러티브 업데이트 • Feb 05

ROR: Fair Outlook Will Depend On Margin Delivery And Share Buyback Execution

Analysts have nudged their price target for Rotork higher to about £3.92 from £3.88, reflecting updated assumptions around discount rates, future P/E and margins, as well as recent positive research that includes a £0.35 price target increase from one firm and a more constructive stance from another. Analyst Commentary Recent research points to a generally more constructive tone around Rotork, with some variation in how confident analysts feel about execution and valuation at current levels.
분석 기사 • Jan 28

Should You Think About Buying Rotork plc (LON:ROR) Now?

Rotork plc ( LON:ROR ), might not be a large cap stock, but it saw a decent share price growth of 10% on the LSE over...
내러티브 업데이트 • Jan 22

ROR: Raised Price View Will Rely On Sustained Earnings Multiple

Analysts have increased their price target on Rotork, with one recent move adding £0.35. This reflects updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E expectations.
분석 기사 • Dec 02

Investors Should Be Encouraged By Rotork's (LON:ROR) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
분석 기사 • Nov 11

Rotork plc's (LON:ROR) Price Is Out Of Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 27.5x Rotork plc ( LON:ROR ) may be sending very bearish signals at the...
분석 기사 • Oct 24

Is There Now An Opportunity In Rotork plc (LON:ROR)?

While Rotork plc ( LON:ROR ) might not have the largest market cap around , it saw significant share price movement...
분석 기사 • Oct 04

Calculating The Intrinsic Value Of Rotork plc (LON:ROR)

Key Insights Rotork's estimated fair value is UK£3.67 based on 2 Stage Free Cash Flow to Equity Current share price of...
User avatar
새로운 내러티브 • Mar 16

Acquisition Of Noah Actuation Will Expand Product Offerings In Water & Power And CPI Segments

The acquisition and strategic growth in services suggest enhanced revenue potential and improved margins, driven by expanded offerings and market reach.

이익 및 매출 성장 예측

LSE:ROR - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202887015616119710
12/31/202782814214517611
12/31/202678812612115410
6/30/2026777122106119N/A
3/31/2026777119109122N/A
12/31/2025777115111126N/A
9/30/2025769108114131N/A
6/30/2025760100116135N/A
3/31/2025757102122142N/A
12/31/2024754104129149N/A
9/30/2024750111128146N/A
6/30/2024746119127143N/A
3/31/2024733116120134N/A
12/31/2023719113113125N/A
9/30/202370810990102N/A
6/30/20236961056879N/A
3/31/2023669995769N/A
12/31/2022642934760N/A
9/30/2022601844963N/A
6/30/2022561765167N/A
3/31/2022565785876N/A
12/31/2021569806585N/A
9/30/2021589838097N/A
6/30/20216108694109N/A
3/31/202160786102118N/A
12/31/202060586111127N/A
9/30/202061989118138N/A
6/30/202063492126148N/A
3/31/202065293N/A151N/A
12/31/201966994N/A154N/A
9/30/201967692N/A143N/A
6/30/201968390N/A132N/A
3/31/201969091N/A125N/A
12/31/201869692N/A118N/A
9/30/201868576N/A113N/A
6/30/201867459N/A108N/A
3/31/201865858N/A107N/A
12/31/201764256N/A106N/A
9/30/201763466N/A111N/A
6/30/201762676N/A116N/A
3/31/201760872N/A117N/A
12/31/201659067N/A119N/A
9/30/201656364N/A109N/A
6/30/201653662N/A99N/A
3/31/201654168N/A101N/A
12/31/201554675N/A104N/A
9/30/201556887N/A110N/A

애널리스트 향후 성장 전망

수입 대 저축률: ROR 의 연간 예상 수익 증가율(10.2%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: ROR 의 연간 수익(10.2%)이 UK 시장(11.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ROR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ROR 의 수익(연간 4.6%)이 UK 시장(연간 4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: ROR 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ROR의 자본 수익률은 3년 후 22.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/12 00:11
종가2026/08/12 00:00
수익2026/06/30
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 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

Rotork plc는 32명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Nick WebsterBarclays
Jonathan HurnBarclays
Andrew SimmsBerenberg