View ValuationKnorr-Bremse 향후 성장Future 기준 점검 3/6Knorr-Bremse (는) 각각 연간 19.2% 및 5.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.4% 로 예상됩니다.핵심 정보19.2%이익 성장률19.11%EPS 성장률Machinery 이익 성장21.9%매출 성장률5.7%향후 자기자본이익률22.38%애널리스트 커버리지Good마지막 업데이트13 Jul 2026최근 향후 성장 업데이트공고 • 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%.공고 • 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%.모든 업데이트 보기Recent 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.이익 및 매출 성장 예측BIT:1KBX - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20289,3929619171,3891312/31/20278,8388628191,2531412/31/20268,2507106881,134143/31/20267,8885527771,116N/A12/31/20257,9065347861,116N/A9/30/20257,9194358021,119N/A6/30/20257,9534228211,145N/A3/31/20257,9704268311,156N/A12/31/20247,9964457011,042N/A9/30/20248,0866007041,068N/A6/30/20248,1136007501,118N/A3/31/20248,1105786251,004N/A12/31/20238,039553540915N/A9/30/20237,914496500848N/A6/30/20237,771511311663N/A3/31/20237,495495242594N/A12/31/20227,255489189542N/A9/30/20226,99651643455N/A6/30/20226,785517190599N/A3/31/20226,772576359758N/A12/31/20216,789621581975N/A9/30/20216,6556067981,155N/A6/30/20216,5985927971,141N/A3/31/20216,2975307131,060N/A12/31/20206,2334956741,036N/A9/30/20206,290524491801N/A6/30/20206,470482467794N/A3/31/20206,886540571900N/A12/31/20197,010588N/A986N/A9/30/20196,995561N/A956N/A6/30/20196,954653N/A787N/A3/31/20196,811628N/A733N/A12/31/20186,664593N/A726N/A9/30/20186,634650N/A674N/A6/30/20186,537583N/A729N/A3/31/20186,313564N/A661N/A12/31/20176,185536N/A680N/A12/31/20165,495485N/A709N/A12/31/20155,831568N/A913N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1KBX 의 연간 예상 수익 증가율(19.2%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1KBX 의 연간 수익(19.2%)이 Italian 시장(11%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1KBX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1KBX 의 수익(연간 5.7%)이 Italian 시장(연간 5.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1KBX 의 수익(연간 5.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1KBX의 자본 수익률은 3년 후 22.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/16 00:29종가2026/07/16 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Knorr-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.분석가기관Vladimir SergievskiiBarclaysYasmin SteilenBerenbergChristoph BlieffertBNP Paribas17명의 분석가 더 보기
공고 • 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%.
공고 • 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%.
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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.