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Austrian (ATX) Industrials Sector Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies18
  • 7D3.1%
  • 3M-1.3%
  • 1Y27.9%
  • YTD0.4%

The Industrials industry is up 1.9% in the last week, with Strabag up 5.0%. This takes the industry's 12 month performance to a gain of 26%. Looking forward, earnings are forecast to grow by 7.2% annually.

Sector Valuation and Performance

Has the Austrian Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026€29.2b€45.3b€2.0b17.9x14.5x0.6x
Thu, 05 Mar 2026€31.2b€45.1b€2.0b18.8x15.9x0.7x
Sat, 31 Jan 2026€30.7b€45.1b€2.0b18.9x15.6x0.7x
Mon, 29 Dec 2025€28.8b€46.1b€2.0b18.3x14.7x0.6x
Wed, 26 Nov 2025€27.4b€46.1b€2.0b18.9x14x0.6x
Fri, 24 Oct 2025€27.4b€46.3b€1.9b20.9x14.2x0.6x
Sun, 21 Sep 2025€28.2b€46.3b€1.9b21.4x14.6x0.6x
Tue, 19 Aug 2025€29.5b€45.6b€1.9b20.2x15.4x0.6x
Thu, 17 Jul 2025€27.9b€45.8b€2.0b15.1x14.1x0.6x
Sat, 14 Jun 2025€27.4b€45.9b€2.0b14x13.8x0.6x
Mon, 12 May 2025€27.7b€45.9b€2.0b13.2x14x0.6x
Wed, 09 Apr 2025€23.6b€46.0b€1.8b11.5x13x0.5x
Fri, 07 Mar 2025€26.9b€46.1b€1.9b15.5x14.5x0.6x
Sun, 02 Feb 2025€22.6b€45.9b€1.8b13.6x12.3x0.5x
Tue, 31 Dec 2024€20.6b€45.9b€1.8b13x11.2x0.4x
Thu, 28 Nov 2024€20.7b€45.8b€1.8b13.4x11.2x0.5x
Sat, 26 Oct 2024€21.2b€45.5b€1.8b14.9x11.7x0.5x
Mon, 23 Sep 2024€21.9b€45.4b€1.8b15.4x12.1x0.5x
Wed, 21 Aug 2024€21.3b€45.6b€1.8b14.5x11.8x0.5x
Fri, 19 Jul 2024€21.3b€45.3b€1.8b10.6x11.7x0.5x
Sun, 16 Jun 2024€21.6b€45.4b€1.8b12.8x11.8x0.5x
Tue, 14 May 2024€21.2b€45.3b€1.8b10.5x11.6x0.5x
Thu, 11 Apr 2024€21.1b€45.0b€1.7b9x12.5x0.5x
Sat, 09 Mar 2024€20.8b€45.0b€1.7b9.4x12.5x0.5x
Mon, 05 Feb 2024€20.5b€44.8b€1.6b11.3x12.5x0.5x
Wed, 03 Jan 2024€20.4b€44.8b€1.6b11x12.4x0.5x
Fri, 01 Dec 2023€19.3b€44.7b€1.7b8.8x11.7x0.4x
Sun, 29 Oct 2023€17.9b€44.1b€1.6b8.3x11.3x0.4x
Tue, 26 Sep 2023€18.5b€44.1b€1.6b9.1x11.7x0.4x
Thu, 24 Aug 2023€18.7b€43.5b€1.5b9.6x12.1x0.4x
Sat, 22 Jul 2023€19.4b€42.9b€1.5b10.5x13.2x0.5x
Mon, 19 Jun 2023€20.1b€43.0b€1.5b11.7x13.7x0.5x
Wed, 17 May 2023€19.6b€42.5b€1.4b11.2x13.6x0.5x
Fri, 14 Apr 2023€20.0b€40.9b€1.5b13.9x13.7x0.5x
Price to Earnings Ratio

13.7x


Total Market Cap: €20.0bTotal Earnings: €1.5bTotal Revenue: €40.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Austrian Industrials Sector Price to Earnings3Y Average 13x202420252026
Current Industry PE
  • Investors are optimistic on the Austrian Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 14.5x which is higher than its 3-year average PE of 13.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.52x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 3.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Austrian Industrials sector?

AT Market2.62%
Industrials3.14%
Aerospace & Defense6.79%
Commercial Services5.70%
Construction5.28%
Logistics2.34%
Machinery1.48%
Building0%0
Professional Services0%0
Infrastructure0%0
Trade Distributors-1.66%
Electrical-2.85%
Industry PE
  • Investors are most optimistic about the Aerospace & Defense industry, which is trading close to its 3-year average PE ratio of 31.8x.
    • Analysts are expecting annual earnings growth of 36.2%, which is lower than the prior year's growth of 233.3% per year.
  • Investors are most pessimistic about the Construction industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electrical industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
STR Strabag€88.002.8%
+€277.1m		40.6%PE12.3x
ANDR Andritz€60.902.4%
+€137.2m		19.4%PE13.1x
DOC DO & CO€170.605.3%
+€94.5m		28.1%PE18x
POST Österreichische Post€35.001.7%
+€40.5m		14.8%PE17.9x
POS PORR€36.802.8%
+€39.3m		43.8%PE12.5x

Latest News

FLU
€50.80
Flughafen Wien
7D
0.4%
1Y
-5.9%

FLU: Neutral Rating And 2026 Passenger Outlook Will Shape Fairly Balanced Prospects

Analysts now hold Flughafen Wien's fair value estimate steady at €55.55. This reflects the recent shift in Street sentiment after a downgrade to Neutral with a €55 price target and reinforces a more cautious stance around the shares.
ANDR
€60.90
Andritz
7D
2.4%
1Y
19.4%

ANDR: Execution On 2026 Guidance And Dividend Payout Will Support Earnings Upside

Analysts have trimmed the blended price target for Andritz by a few euros, reflecting mixed recent calls. These include a downgrade to Neutral and a small cut to one large bank target, partially offset by another firm's higher target, while underlying fair value assumptions remain broadly unchanged.
FACC
€13.52
FACC
7D
4.3%
1Y
108.3%

FACC: Lower Discount Rate And Higher P/E Will Shape Fairly Balanced Outlook

Analysts have raised their price target for FACC from €12.00 to €14.70. They state that this reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E, which they view as better aligned with the company’s risk profile and earnings potential.
SEM
€14.86
Semperit Holding
7D
-0.3%
1Y
13.8%

SEM: Fair Outlook As Takeover Proposal And Dividend Pause Will Guide Expectations

Analysts have kept their price target for Semperit Holding steady at €14.20, with updated assumptions on discount rate, revenue growth, profit margin and a lower future P/E of 10.22 explaining the unchanged headline figure. What's in the News B & C Holding Osterreich GmbH has proposed to acquire a 41.52% stake in Semperit Aktiengesellschaft Holding for approximately €140 million, with €138.82 million in cash consideration allocated to common equity (Key Developments).
STR
€88.00
Strabag
7D
2.8%
1Y
40.6%

STR: Raised Margin Guidance And Major Projects Will Support Future Upside

Analysts have updated their stance on Strabag, resulting in a lower analyst rating and a refreshed price target of €108.90 that reflects a slightly higher discount rate and updated assumptions for revenue growth, profit margin and future P/E. Analyst Commentary The latest rating change to Accumulate, alongside a price target of €108.90, indicates that analysts still see upside potential, but with a more measured view on execution and valuation risk.
POST
€35.00
Österreichische Post
7D
1.7%
1Y
14.8%

POST: Lower Future P/E Assumptions Will Limit Upside For Shares

Analysts have adjusted their price target for Österreichische Post to €26.10 from €25.60. They cited updated assumptions for revenue growth, profit margins, and a lower future P/E multiple.
POS
€36.80
PORR
7D
2.8%
1Y
43.8%
ZAG
€3.75
Zumtobel Group
7D
-0.8%
1Y
-14.6%
PAL
€34.20
Palfinger
7D
1.0%
1Y
36.5%
FKA
€21.80
Frauenthal Holding
7D
-4.4%
1Y
0.9%
DOC
€170.60
DO & CO
7D
5.3%
1Y
28.1%