Narrative Update • Jun 08

The Machinery industry is up 2.9% in the last week, with Andritz up 3.4%. In the last 12 months, the industry was up 25%. 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | €10.1b | €12.4b | €634.0m | 17x | 15.9x | 0.8x |
| Fri, 15 May 2026 | €9.7b | €12.4b | €624.7m | 16x | 15.5x | 0.8x |
| Sun, 12 Apr 2026 | €8.9b | €12.3b | €607.7m | 14.5x | 14.6x | 0.7x |
| Tue, 10 Mar 2026 | €8.6b | €12.3b | €574.5m | 16.5x | 14.9x | 0.7x |
| Thu, 05 Feb 2026 | €9.7b | €12.2b | €560.0m | 18.4x | 17.4x | 0.8x |
| Sat, 03 Jan 2026 | €8.6b | €12.2b | €560.0m | 17x | 15.3x | 0.7x |
| Mon, 01 Dec 2025 | €8.1b | €12.2b | €560.0m | 16.6x | 14.4x | 0.7x |
| Wed, 29 Oct 2025 | €8.2b | €12.3b | €549.4m | 25.8x | 14.9x | 0.7x |
| Fri, 26 Sep 2025 | €8.0b | €12.3b | €549.4m | 26.3x | 14.6x | 0.6x |
| Sun, 24 Aug 2025 | €8.4b | €12.3b | €549.5m | 27.6x | 15.3x | 0.7x |
| Tue, 22 Jul 2025 | €8.5b | €12.5b | €605.6m | 14.5x | 14x | 0.7x |
| Thu, 19 Jun 2025 | €7.9b | €12.5b | €605.6m | 12.9x | 13x | 0.6x |
| Sat, 17 May 2025 | €7.9b | €12.5b | €606.0m | 11.8x | 13x | 0.6x |
| Mon, 14 Apr 2025 | €6.5b | €12.7b | €634.8m | 10x | 10.2x | 0.5x |
| Wed, 12 Mar 2025 | €7.3b | €12.6b | €618.9m | 15.7x | 11.8x | 0.6x |
| Fri, 07 Feb 2025 | €6.8b | €12.8b | €630.8m | 14.9x | 10.8x | 0.5x |
| Sun, 05 Jan 2025 | €6.1b | €12.8b | €630.8m | 13.3x | 9.7x | 0.5x |
| Tue, 03 Dec 2024 | €6.5b | €12.8b | €630.8m | 13x | 10.3x | 0.5x |
| Thu, 31 Oct 2024 | €7.3b | €12.8b | €635.8m | 13.5x | 11.5x | 0.6x |
| Sat, 28 Sep 2024 | €7.8b | €12.8b | €640.9m | 13.9x | 12.1x | 0.6x |
| Mon, 26 Aug 2024 | €7.2b | €12.8b | €644.7m | 11.5x | 11.2x | 0.6x |
| Wed, 24 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.3x | 10.6x | 0.5x |
| Fri, 21 Jun 2024 | €7.1b | €12.8b | €650.4m | 11x | 10.9x | 0.6x |
| Sun, 19 May 2024 | €6.8b | €12.8b | €650.4m | 10.6x | 10.4x | 0.5x |
| Tue, 16 Apr 2024 | €7.1b | €12.9b | €645.5m | 8.5x | 10.9x | 0.5x |
| Thu, 14 Mar 2024 | €7.2b | €12.9b | €635.6m | 9.1x | 11.3x | 0.6x |
| Sat, 10 Feb 2024 | €7.1b | €12.8b | €620.1m | 9.7x | 11.4x | 0.6x |
| Mon, 08 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.3x | 10.9x | 0.5x |
| Wed, 06 Dec 2023 | €6.4b | €12.8b | €620.1m | 8.8x | 10.3x | 0.5x |
| Fri, 03 Nov 2023 | €5.8b | €12.8b | €611.3m | 8.1x | 9.4x | 0.5x |
| Sun, 01 Oct 2023 | €6.1b | €12.5b | €573.6m | 9.1x | 10.6x | 0.5x |
| Tue, 29 Aug 2023 | €6.2b | €12.4b | €570.4m | 9.9x | 10.8x | 0.5x |
| Thu, 27 Jul 2023 | €6.3b | €12.1b | €544.2m | 10.5x | 11.5x | 0.5x |
| Sat, 24 Jun 2023 | €6.5b | €12.1b | €544.2m | 11.5x | 12x | 0.5x |
12x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 4.95% | |
| Industrials | 3.67% | |
| Machinery | 2.94% | |
| Industrial Machinery | 3.25% | |
| Construction Machinery and Vehicles | 1.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €78.80 | 3.3% +€245.0m | 29.7% | PE16.8x | |
| PAL Palfinger | €34.45 | 3.9% +€48.9m | -0.7% | PE13x | |
| SEM Semperit Holding | €15.00 | 0.3% +€1.0m | 11.1% | PE18.7x |