Narrative Update • Jun 23

Over the last 7 days, the Machinery industry has dropped 2.0%, driven by a pullback from Andritz of 1.5%. On the other hand Maschinenfabrik Heid is actually up 20%. This takes the industry's 12 month performance to a gain of 17%. 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 |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | €9.7b | €12.4b | €634.0m | 16.4x | 15.3x | 0.8x |
| Wed, 27 May 2026 | €9.9b | €12.4b | €634.0m | 16.6x | 15.6x | 0.8x |
| Fri, 24 Apr 2026 | €9.1b | €12.3b | €603.2m | 15x | 15.2x | 0.7x |
| Sun, 22 Mar 2026 | €8.0b | €12.3b | €579.0m | 18.7x | 13.9x | 0.7x |
| Tue, 17 Feb 2026 | €9.4b | €12.2b | €560.0m | 19.1x | 16.7x | 0.8x |
| Thu, 15 Jan 2026 | €9.2b | €12.2b | €560.0m | 18.4x | 16.4x | 0.8x |
| Sat, 13 Dec 2025 | €8.2b | €12.2b | €560.0m | 16.7x | 14.6x | 0.7x |
| Mon, 10 Nov 2025 | €8.1b | €12.2b | €542.2m | 24.3x | 14.9x | 0.7x |
| Wed, 08 Oct 2025 | €7.9b | €12.3b | €549.4m | 26x | 14.4x | 0.6x |
| Fri, 05 Sep 2025 | €8.0b | €12.3b | €549.5m | 25.7x | 14.5x | 0.6x |
| Sun, 03 Aug 2025 | €8.0b | €12.3b | €580.7m | 14.5x | 13.8x | 0.6x |
| Tue, 01 Jul 2025 | €8.2b | €12.5b | €605.6m | 13.5x | 13.5x | 0.7x |
| Thu, 29 May 2025 | €7.7b | €12.5b | €606.1m | 12.1x | 12.7x | 0.6x |
| Sat, 26 Apr 2025 | €7.2b | €12.7b | €634.8m | 10.6x | 11.3x | 0.6x |
| Mon, 24 Mar 2025 | €7.3b | €12.6b | €615.3m | 18.9x | 11.9x | 0.6x |
| Wed, 19 Feb 2025 | €7.2b | €12.8b | €630.8m | 15.4x | 11.4x | 0.6x |
| Fri, 17 Jan 2025 | €6.4b | €12.8b | €630.8m | 14.6x | 10.2x | 0.5x |
| Sun, 15 Dec 2024 | €6.1b | €12.8b | €630.8m | 13.1x | 9.7x | 0.5x |
| Tue, 12 Nov 2024 | €6.5b | €12.7b | €629.2m | 12.7x | 10.4x | 0.5x |
| Thu, 10 Oct 2024 | €7.7b | €12.8b | €640.9m | 13.8x | 12.1x | 0.6x |
| Sat, 07 Sep 2024 | €7.0b | €12.8b | €641.0m | 13.6x | 11x | 0.6x |
| Mon, 05 Aug 2024 | €6.8b | €12.8b | €645.9m | 10.5x | 10.6x | 0.5x |
| Wed, 03 Jul 2024 | €7.1b | €12.8b | €650.4m | 10.4x | 10.9x | 0.6x |
| Fri, 31 May 2024 | €6.8b | €12.8b | €650.4m | 10.6x | 10.4x | 0.5x |
| Sun, 28 Apr 2024 | €6.4b | €12.8b | €652.3m | 8x | 9.7x | 0.5x |
| Tue, 26 Mar 2024 | €7.0b | €12.9b | €637.0m | 8.3x | 10.9x | 0.5x |
| Thu, 22 Feb 2024 | €7.4b | €12.8b | €620.1m | 9.8x | 12x | 0.6x |
| Sat, 20 Jan 2024 | €6.9b | €12.8b | €620.1m | 9.4x | 11.1x | 0.5x |
| Mon, 18 Dec 2023 | €6.8b | €12.8b | €620.1m | 9.3x | 11x | 0.5x |
| Wed, 15 Nov 2023 | €6.2b | €12.7b | €605.6m | 8.6x | 10.2x | 0.5x |
| Fri, 13 Oct 2023 | €5.9b | €12.5b | €573.6m | 8.8x | 10.2x | 0.5x |
| Sun, 10 Sep 2023 | €6.4b | €12.5b | €573.6m | 9.6x | 11.2x | 0.5x |
| Tue, 08 Aug 2023 | €6.1b | €12.5b | €582.9m | 9.7x | 10.4x | 0.5x |
| Thu, 06 Jul 2023 | €6.6b | €12.1b | €544.2m | 11.2x | 12.1x | 0.5x |
12.1x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | -1.22% | |
| Industrials | 0.70% | |
| Machinery | -1.97% | |
| Industrial Machinery | -1.51% | |
| Construction Machinery and Vehicles | -3.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ROS Rosenbauer International | €59.20 | 0.3% +€2.0m | 29.8% | PE10.2x | |
| HED Maschinenfabrik Heid | €1.50 | 50.0% +€2.0m | 8.7% | PE61x |