Narrative Update • May 25

Over the last 7 days, the Machinery industry has dropped 1.8%, driven by Andritz declining 2.2%. In the past year, the industry has gained 21%. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | €9.7b | €12.4b | €634.0m | 16.3x | 15.4x | 0.8x |
| Thu, 07 May 2026 | €9.8b | €12.4b | €608.5m | 16.3x | 16.1x | 0.8x |
| Sat, 04 Apr 2026 | €8.1b | €12.3b | €579.0m | 13.3x | 13.9x | 0.7x |
| Mon, 02 Mar 2026 | €9.5b | €12.2b | €560.0m | 18.6x | 16.9x | 0.8x |
| Wed, 28 Jan 2026 | €9.2b | €12.2b | €560.0m | 18.2x | 16.5x | 0.8x |
| Fri, 26 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15.1x | 0.7x |
| Sun, 23 Nov 2025 | €7.9b | €12.2b | €560.0m | 15.9x | 14.1x | 0.6x |
| Tue, 21 Oct 2025 | €8.0b | €12.3b | €549.4m | 25x | 14.6x | 0.7x |
| Thu, 18 Sep 2025 | €7.9b | €12.3b | €549.4m | 26.1x | 14.4x | 0.6x |
| Sat, 16 Aug 2025 | €8.3b | €12.3b | €549.5m | 26.8x | 15.1x | 0.7x |
| Mon, 14 Jul 2025 | €8.4b | €12.5b | €605.6m | 14.8x | 13.9x | 0.7x |
| Wed, 11 Jun 2025 | €8.0b | €12.5b | €605.6m | 12.9x | 13.1x | 0.6x |
| Fri, 09 May 2025 | €7.6b | €12.5b | €609.0m | 11.9x | 12.5x | 0.6x |
| Sun, 06 Apr 2025 | €6.3b | €12.6b | €615.3m | 15.7x | 10.3x | 0.5x |
| Tue, 04 Mar 2025 | €7.2b | €12.8b | €630.8m | 15.4x | 11.4x | 0.6x |
| Thu, 30 Jan 2025 | €6.7b | €12.8b | €630.8m | 14.8x | 10.6x | 0.5x |
| Sat, 28 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.5x | 0.5x |
| Mon, 25 Nov 2024 | €6.4b | €12.8b | €630.8m | 13x | 10.2x | 0.5x |
| Wed, 23 Oct 2024 | €7.3b | €12.8b | €640.9m | 13.4x | 11.5x | 0.6x |
| Fri, 20 Sep 2024 | €7.7b | €12.8b | €640.9m | 14x | 12x | 0.6x |
| Sun, 18 Aug 2024 | €6.9b | €12.8b | €644.7m | 10.9x | 10.7x | 0.5x |
| Tue, 16 Jul 2024 | €7.0b | €12.8b | €650.4m | 10.5x | 10.7x | 0.5x |
| Thu, 13 Jun 2024 | €7.0b | €12.8b | €650.4m | 11.4x | 10.8x | 0.5x |
| Sat, 11 May 2024 | €6.7b | €12.8b | €652.5m | 8x | 10.2x | 0.5x |
| Mon, 08 Apr 2024 | €7.0b | €12.9b | €645.5m | 8.4x | 10.8x | 0.5x |
| Wed, 06 Mar 2024 | €7.1b | €12.9b | €637.1m | 9.1x | 11.2x | 0.6x |
| Fri, 02 Feb 2024 | €7.1b | €12.8b | €620.1m | 9.6x | 11.4x | 0.6x |
| Sun, 31 Dec 2023 | €7.0b | €12.8b | €620.1m | 9.7x | 11.3x | 0.6x |
| Tue, 28 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.6x | 10x | 0.5x |
| Thu, 26 Oct 2023 | €5.4b | €12.5b | €573.6m | 8.1x | 9.5x | 0.4x |
| Sat, 23 Sep 2023 | €6.1b | €12.5b | €573.6m | 9.2x | 10.7x | 0.5x |
| Mon, 21 Aug 2023 | €6.0b | €12.4b | €570.4m | 9.6x | 10.6x | 0.5x |
| Wed, 19 Jul 2023 | €6.4b | €12.1b | €544.2m | 10.8x | 11.7x | 0.5x |
| Fri, 16 Jun 2023 | €6.9b | €12.1b | €544.2m | 11.8x | 12.8x | 0.6x |
12.8x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 0.24% | |
| Industrials | -2.28% | |
| Machinery | -1.82% | |
| Construction Machinery and Vehicles | -0.81% | |
| Industrial Machinery | -2.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ROS Rosenbauer International | €63.00 | 1.0% +€6.1m | 53.3% | PE10.9x | |
| HED Maschinenfabrik Heid | €1.25 | 66.7% +€2.0m | n/a | PE50.8x | |
| RWT RWT | €2.54 | 5.8% +€1.9m | n/a | n/a |