Narrative Update • Jul 07

In the last week, the Machinery industry is up 4.2%, with Andritz up 4.6%. In the last 12 months, the industry was up 11%. Looking forward, earnings are forecast to grow by 13% annually.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | €9.8b | €12.4b | €634.0m | 16.5x | 15.5x | 0.8x |
| Tue, 23 Jun 2026 | €10.0b | €12.4b | €634.0m | 17x | 15.8x | 0.8x |
| Thu, 21 May 2026 | €9.5b | €12.4b | €624.7m | 15.8x | 15.2x | 0.8x |
| Sat, 18 Apr 2026 | €9.2b | €12.3b | €603.2m | 15.1x | 15.2x | 0.7x |
| Mon, 16 Mar 2026 | €8.3b | €12.3b | €574.5m | 16.6x | 14.4x | 0.7x |
| Wed, 11 Feb 2026 | €9.4b | €12.2b | €560.0m | 18.7x | 16.7x | 0.8x |
| Fri, 09 Jan 2026 | €8.8b | €12.2b | €560.0m | 17.7x | 15.8x | 0.7x |
| Sun, 07 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15x | 0.7x |
| Tue, 04 Nov 2025 | €8.3b | €12.2b | €542.2m | 25.5x | 15.3x | 0.7x |
| Thu, 02 Oct 2025 | €8.1b | €12.3b | €549.4m | 26.1x | 14.7x | 0.7x |
| Sat, 30 Aug 2025 | €8.1b | €12.3b | €549.5m | 26.3x | 14.7x | 0.7x |
| Mon, 28 Jul 2025 | €8.7b | €12.5b | €598.0m | 15.4x | 14.6x | 0.7x |
| Wed, 25 Jun 2025 | €7.8b | €12.5b | €605.6m | 12.9x | 12.9x | 0.6x |
| Fri, 23 May 2025 | €7.7b | €12.5b | €606.1m | 12.1x | 12.7x | 0.6x |
| Sun, 20 Apr 2025 | €6.7b | €12.7b | €634.8m | 10.2x | 10.6x | 0.5x |
| Tue, 18 Mar 2025 | €7.3b | €12.6b | €618.9m | 15.5x | 11.8x | 0.6x |
| Thu, 13 Feb 2025 | €6.9b | €12.8b | €630.8m | 15.2x | 10.9x | 0.5x |
| Sat, 11 Jan 2025 | €6.0b | €12.8b | €630.8m | 13.5x | 9.6x | 0.5x |
| Mon, 09 Dec 2024 | €6.2b | €12.8b | €630.8m | 13x | 9.9x | 0.5x |
| Wed, 06 Nov 2024 | €6.5b | €12.7b | €629.2m | 12.6x | 10.4x | 0.5x |
| Fri, 04 Oct 2024 | €7.6b | €12.8b | €640.9m | 13.6x | 11.9x | 0.6x |
| Sun, 01 Sep 2024 | €7.3b | €12.8b | €644.7m | 11.7x | 11.3x | 0.6x |
| Tue, 30 Jul 2024 | €6.8b | €12.8b | €645.9m | 9.9x | 10.6x | 0.5x |
| Thu, 27 Jun 2024 | €7.0b | €12.8b | €650.4m | 10.8x | 10.8x | 0.5x |
| Sat, 25 May 2024 | €6.8b | €12.8b | €650.4m | 10.7x | 10.5x | 0.5x |
| Mon, 22 Apr 2024 | €6.9b | €12.9b | €645.5m | 8.3x | 10.6x | 0.5x |
| Wed, 20 Mar 2024 | €7.2b | €12.9b | €635.6m | 8.6x | 11.3x | 0.6x |
| Fri, 16 Feb 2024 | €7.3b | €12.8b | €620.1m | 9.7x | 11.7x | 0.6x |
| Sun, 14 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.3x | 11x | 0.5x |
| Tue, 12 Dec 2023 | €6.5b | €12.8b | €620.1m | 9x | 10.6x | 0.5x |
| Thu, 09 Nov 2023 | €6.0b | €12.8b | €611.3m | 8.2x | 9.8x | 0.5x |
| Sat, 07 Oct 2023 | €5.9b | €12.5b | €573.6m | 8.8x | 10.2x | 0.5x |
| Mon, 04 Sep 2023 | €6.4b | €12.5b | €573.6m | 9.7x | 11.2x | 0.5x |
| Wed, 02 Aug 2023 | €6.4b | €12.5b | €582.9m | 10.3x | 11x | 0.5x |
11x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 1.56% | |
| Industrials | 0.82% | |
| Machinery | 4.16% | |
| Industrial Machinery | 4.34% | |
| Construction Machinery and Vehicles | 3.39% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €77.30 | 4.6% +€333.2m | 16.0% | PE16.5x | |
| PAL Palfinger | €33.00 | 3.6% +€43.2m | -16.2% | PE12.5x | |
| ROS Rosenbauer International | €62.40 | 3.0% +€18.4m | 26.8% | PE10.8x |