Narrative Update • Sep 03

Over the last 7 days, the Machinery industry has remained flat, although notably Palfinger declined by 4.6%. The past year has been better, since the industry has gained 29% in that time. Earnings are forecast to grow by 14% annually.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Sep 2026 | €10.4b | €12.6b | €671.9m | 12x | 15.5x | 0.8x |
| Thu, 13 Aug 2026 | €10.1b | €12.6b | €648.3m | 17.1x | 15.6x | 0.8x |
| Sat, 11 Jul 2026 | €9.2b | €12.4b | €634.0m | 15.5x | 14.6x | 0.7x |
| Mon, 08 Jun 2026 | €9.7b | €12.4b | €634.0m | 16.3x | 15.4x | 0.8x |
| Wed, 06 May 2026 | €9.5b | €12.4b | €608.5m | 15.8x | 15.6x | 0.8x |
| Fri, 03 Apr 2026 | €8.1b | €12.3b | €579.0m | 13.3x | 13.9x | 0.7x |
| Sun, 01 Mar 2026 | €9.5b | €12.2b | €560.0m | 18.6x | 16.9x | 0.8x |
| Tue, 27 Jan 2026 | €9.2b | €12.2b | €560.0m | 18x | 16.5x | 0.8x |
| Thu, 25 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15.1x | 0.7x |
| Sat, 22 Nov 2025 | €7.9b | €12.2b | €560.0m | 15.9x | 14.1x | 0.6x |
| Mon, 20 Oct 2025 | €7.9b | €12.3b | €549.4m | 24.8x | 14.4x | 0.6x |
| Wed, 17 Sep 2025 | €8.1b | €12.3b | €549.4m | 26.4x | 14.7x | 0.7x |
| Fri, 15 Aug 2025 | €8.3b | €12.3b | €549.5m | 27.1x | 15.1x | 0.7x |
| Sun, 13 Jul 2025 | €8.4b | €12.5b | €605.6m | 14.8x | 13.9x | 0.7x |
| Tue, 10 Jun 2025 | €8.0b | €12.5b | €605.6m | 12.9x | 13.2x | 0.6x |
| Thu, 08 May 2025 | €7.6b | €12.5b | €609.0m | 11.8x | 12.5x | 0.6x |
| Sat, 05 Apr 2025 | €6.3b | €12.6b | €615.3m | 15.7x | 10.3x | 0.5x |
| Mon, 03 Mar 2025 | €7.1b | €12.8b | €630.8m | 15.2x | 11.2x | 0.6x |
| Wed, 29 Jan 2025 | €6.7b | €12.8b | €630.8m | 14.7x | 10.7x | 0.5x |
| Fri, 27 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.5x | 0.5x |
| Sun, 24 Nov 2024 | €6.4b | €12.8b | €630.8m | 13x | 10.2x | 0.5x |
| Tue, 22 Oct 2024 | €7.3b | €12.8b | €640.9m | 13.3x | 11.4x | 0.6x |
| Thu, 19 Sep 2024 | €7.5b | €12.8b | €640.9m | 13.6x | 11.7x | 0.6x |
| Sat, 17 Aug 2024 | €6.9b | €12.8b | €644.7m | 10.9x | 10.7x | 0.5x |
| Mon, 15 Jul 2024 | €7.0b | €12.8b | €650.4m | 10.5x | 10.8x | 0.5x |
| Wed, 12 Jun 2024 | €7.0b | €12.8b | €650.4m | 11.1x | 10.8x | 0.5x |
| Fri, 10 May 2024 | €6.6b | €12.8b | €652.5m | 8x | 10.1x | 0.5x |
| Sun, 07 Apr 2024 | €7.0b | €12.9b | €645.5m | 8.4x | 10.8x | 0.5x |
| Tue, 05 Mar 2024 | €7.2b | €12.9b | €637.1m | 9.1x | 11.4x | 0.6x |
| Thu, 01 Feb 2024 | €7.1b | €12.8b | €620.1m | 9.6x | 11.4x | 0.6x |
| Sat, 30 Dec 2023 | €7.0b | €12.8b | €620.1m | 9.7x | 11.3x | 0.6x |
| Mon, 27 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.6x | 10x | 0.5x |
| Wed, 25 Oct 2023 | €5.4b | €12.5b | €573.6m | 8.2x | 9.5x | 0.4x |
| Fri, 22 Sep 2023 | €6.1b | €12.5b | €573.6m | 9.1x | 10.6x | 0.5x |
10.6x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | -1.45% | |
| Industrials | 1.50% | |
| Machinery | -1.39% | |
| Industrial Machinery | -0.80% | |
| Construction Machinery and Vehicles | -4.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ROS Rosenbauer International | €65.00 | 1.2% +€8.2m | 36.8% | PE9.3x |