Narrative Update • May 05

Over the last 7 days, the Machinery industry has dropped 1.7%, driven by Andritz declining 1.5%. In the past year, the industry has gained 18%. 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 |
|---|---|---|---|---|---|---|
| Tue, 19 May 2026 | €9.5b | €12.4b | €624.7m | 15.7x | 15.1x | 0.8x |
| Thu, 16 Apr 2026 | €8.9b | €12.3b | €607.7m | 14.6x | 14.7x | 0.7x |
| Sat, 14 Mar 2026 | €8.3b | €12.3b | €574.5m | 16.6x | 14.4x | 0.7x |
| Mon, 09 Feb 2026 | €9.2b | €12.2b | €560.0m | 18.4x | 16.4x | 0.8x |
| Wed, 07 Jan 2026 | €8.8b | €12.2b | €560.0m | 17.4x | 15.7x | 0.7x |
| Fri, 05 Dec 2025 | €8.3b | €12.2b | €560.0m | 16.6x | 14.8x | 0.7x |
| Sun, 02 Nov 2025 | €8.4b | €12.2b | €542.2m | 25.5x | 15.5x | 0.7x |
| Tue, 30 Sep 2025 | €8.0b | €12.3b | €549.4m | 25.6x | 14.5x | 0.6x |
| Thu, 28 Aug 2025 | €8.1b | €12.3b | €549.5m | 26.6x | 14.8x | 0.7x |
| Sat, 26 Jul 2025 | €8.7b | €12.5b | €605.6m | 14.7x | 14.4x | 0.7x |
| Mon, 23 Jun 2025 | €7.8b | €12.5b | €605.6m | 12.8x | 12.8x | 0.6x |
| Wed, 21 May 2025 | €7.8b | €12.5b | €606.0m | 11.9x | 12.9x | 0.6x |
| Fri, 18 Apr 2025 | €6.7b | €12.7b | €634.8m | 10.2x | 10.6x | 0.5x |
| Sun, 16 Mar 2025 | €7.3b | €12.6b | €618.9m | 15.4x | 11.7x | 0.6x |
| Tue, 11 Feb 2025 | €6.8b | €12.8b | €630.8m | 15x | 10.8x | 0.5x |
| Thu, 09 Jan 2025 | €6.1b | €12.8b | €630.8m | 13.5x | 9.7x | 0.5x |
| Sat, 07 Dec 2024 | €6.2b | €12.8b | €630.8m | 13x | 9.9x | 0.5x |
| Mon, 04 Nov 2024 | €6.8b | €12.7b | €629.2m | 12.8x | 10.7x | 0.5x |
| Wed, 02 Oct 2024 | €7.7b | €12.8b | €640.9m | 13.5x | 12x | 0.6x |
| Fri, 30 Aug 2024 | €7.3b | €12.8b | €644.7m | 11.6x | 11.3x | 0.6x |
| Sun, 28 Jul 2024 | €6.9b | €12.8b | €645.9m | 9.9x | 10.7x | 0.5x |
| Tue, 25 Jun 2024 | €7.2b | €12.8b | €650.4m | 10.8x | 11x | 0.6x |
| Thu, 23 May 2024 | €6.8b | €12.8b | €650.4m | 10.7x | 10.5x | 0.5x |
| Sat, 20 Apr 2024 | €6.9b | €12.9b | €645.5m | 8.3x | 10.8x | 0.5x |
| Mon, 18 Mar 2024 | €7.1b | €12.9b | €635.6m | 8.7x | 11.2x | 0.6x |
| Wed, 14 Feb 2024 | €7.0b | €12.8b | €620.1m | 9.5x | 11.3x | 0.5x |
| Fri, 12 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.3x | 11x | 0.5x |
| Sun, 10 Dec 2023 | €6.6b | €12.8b | €620.1m | 9.1x | 10.6x | 0.5x |
| Tue, 07 Nov 2023 | €6.0b | €12.8b | €611.3m | 8.3x | 9.8x | 0.5x |
| Thu, 05 Oct 2023 | €6.0b | €12.5b | €573.6m | 8.9x | 10.5x | 0.5x |
| Sat, 02 Sep 2023 | €6.4b | €12.5b | €569.7m | 10.4x | 11.3x | 0.5x |
| Mon, 31 Jul 2023 | €6.2b | €12.5b | €582.9m | 10x | 10.7x | 0.5x |
| Wed, 28 Jun 2023 | €6.5b | €12.1b | €544.2m | 11.1x | 12x | 0.5x |
| Fri, 26 May 2023 | €6.8b | €12.1b | €545.9m | 11.7x | 12.5x | 0.6x |
12.5x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | -0.70% | |
| Industrials | -2.82% | |
| Machinery | -1.70% | |
| Industrial Machinery | -1.41% | |
| Construction Machinery and Vehicles | -2.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ROS Rosenbauer International | €59.60 | 1.7% +€10.2m | 42.6% | PE12.2x | |
| HED Maschinenfabrik Heid | €0.75 | 50.0% +€985.0k | n/a | PE30.5x |