Narrative Update • Jul 07

Over the last 7 days, the Machinery industry has risen 4.2%, driven by gains from Andritz of 4.6%. This means that the industry has gained 11% over the past year. 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, 27 Jul 2026 | €9.8b | €12.4b | €634.0m | 16.5x | 15.5x | 0.8x |
| Wed, 24 Jun 2026 | €9.9b | €12.4b | €634.0m | 16.9x | 15.7x | 0.8x |
| Fri, 22 May 2026 | €9.4b | €12.4b | €634.0m | 15.7x | 14.8x | 0.8x |
| Sun, 19 Apr 2026 | €9.2b | €12.3b | €603.2m | 15.1x | 15.2x | 0.7x |
| Tue, 17 Mar 2026 | €8.3b | €12.3b | €574.5m | 16.6x | 14.4x | 0.7x |
| Thu, 12 Feb 2026 | €9.5b | €12.2b | €560.0m | 18.7x | 17x | 0.8x |
| Sat, 10 Jan 2026 | €9.0b | €12.2b | €560.0m | 17.8x | 16x | 0.7x |
| Mon, 08 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15x | 0.7x |
| Wed, 05 Nov 2025 | €8.2b | €12.2b | €542.2m | 24.9x | 15.1x | 0.7x |
| Fri, 03 Oct 2025 | €8.1b | €12.3b | €549.4m | 25.4x | 14.7x | 0.7x |
| Sun, 31 Aug 2025 | €8.1b | €12.3b | €549.5m | 26.3x | 14.7x | 0.7x |
| Tue, 29 Jul 2025 | €8.6b | €12.5b | €598.0m | 15.1x | 14.5x | 0.7x |
| Thu, 26 Jun 2025 | €7.8b | €12.5b | €605.6m | 12.9x | 12.9x | 0.6x |
| Sat, 24 May 2025 | €7.6b | €12.5b | €606.1m | 12x | 12.6x | 0.6x |
| Mon, 21 Apr 2025 | €6.7b | €12.7b | €634.8m | 10.2x | 10.6x | 0.5x |
| Wed, 19 Mar 2025 | €7.5b | €12.6b | €618.9m | 15.7x | 12.2x | 0.6x |
| Fri, 14 Feb 2025 | €7.1b | €12.8b | €630.8m | 15.2x | 11.2x | 0.6x |
| Sun, 12 Jan 2025 | €6.0b | €12.8b | €630.8m | 13.5x | 9.6x | 0.5x |
| Tue, 10 Dec 2024 | €6.3b | €12.8b | €630.8m | 13x | 9.9x | 0.5x |
| Thu, 07 Nov 2024 | €6.4b | €12.7b | €629.2m | 12.6x | 10.2x | 0.5x |
| Sat, 05 Oct 2024 | €7.6b | €12.8b | €640.9m | 13.6x | 11.9x | 0.6x |
| Mon, 02 Sep 2024 | €7.3b | €12.8b | €644.7m | 11.7x | 11.3x | 0.6x |
| Wed, 31 Jul 2024 | €7.2b | €12.8b | €645.9m | 10.8x | 11.1x | 0.6x |
| Fri, 28 Jun 2024 | €7.1b | €12.8b | €650.4m | 10.4x | 10.9x | 0.5x |
| Sun, 26 May 2024 | €6.8b | €12.8b | €650.4m | 10.7x | 10.5x | 0.5x |
| Tue, 23 Apr 2024 | €6.9b | €12.9b | €645.5m | 8.3x | 10.6x | 0.5x |
| Thu, 21 Mar 2024 | €7.2b | €12.9b | €637.0m | 8.3x | 11.3x | 0.6x |
| Sat, 17 Feb 2024 | €7.4b | €12.8b | €620.1m | 9.9x | 12x | 0.6x |
| Mon, 15 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.3x | 11x | 0.5x |
| Wed, 13 Dec 2023 | €6.6b | €12.8b | €620.1m | 9x | 10.6x | 0.5x |
| Fri, 10 Nov 2023 | €6.1b | €12.8b | €611.3m | 8.3x | 9.9x | 0.5x |
| Sun, 08 Oct 2023 | €5.9b | €12.5b | €573.6m | 8.8x | 10.2x | 0.5x |
| Tue, 05 Sep 2023 | €6.5b | €12.5b | €573.6m | 9.8x | 11.3x | 0.5x |
| Thu, 03 Aug 2023 | €6.3b | €12.5b | €582.9m | 10.1x | 10.8x | 0.5x |
10.8x
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 | 5.3% +€382.2m | 16.1% | PE16.5x | |
| ROS Rosenbauer International | €62.40 | 6.5% +€38.8m | 24.8% | PE10.8x | |
| PAL Palfinger | €33.00 | 2.8% +€33.8m | -11.8% | PE12.5x | |
| SEM Semperit Holding | €14.85 | 0.7% +€2.1m | 12.0% | PE18.5x |