Narrative Update • May 05

Over the last 7 days, the Machinery industry has dropped 1.7%, driven by a pullback from Andritz of 1.5%. In the past year, the industry has gained 18%. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | €9.5b | €12.4b | €624.7m | 15.7x | 15.1x | 0.8x |
| Fri, 17 Apr 2026 | €8.9b | €12.3b | €607.7m | 14.6x | 14.6x | 0.7x |
| Sun, 15 Mar 2026 | €8.3b | €12.3b | €574.5m | 16.6x | 14.4x | 0.7x |
| Tue, 10 Feb 2026 | €9.4b | €12.2b | €560.0m | 18.9x | 16.8x | 0.8x |
| Thu, 08 Jan 2026 | €8.9b | €12.2b | €560.0m | 17.6x | 15.9x | 0.7x |
| Sat, 06 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15x | 0.7x |
| Mon, 03 Nov 2025 | €8.4b | €12.2b | €542.2m | 25.5x | 15.5x | 0.7x |
| Wed, 01 Oct 2025 | €8.0b | €12.3b | €549.4m | 26.1x | 14.5x | 0.6x |
| Fri, 29 Aug 2025 | €8.2b | €12.3b | €549.5m | 26.6x | 14.9x | 0.7x |
| Sun, 27 Jul 2025 | €8.7b | €12.5b | €598.0m | 15.4x | 14.6x | 0.7x |
| Tue, 24 Jun 2025 | €7.7b | €12.5b | €605.6m | 12.5x | 12.8x | 0.6x |
| Thu, 22 May 2025 | €7.8b | €12.5b | €606.1m | 12.3x | 12.9x | 0.6x |
| Sat, 19 Apr 2025 | €6.7b | €12.7b | €634.8m | 10.2x | 10.6x | 0.5x |
| Mon, 17 Mar 2025 | €7.3b | €12.6b | €618.9m | 15.4x | 11.7x | 0.6x |
| Wed, 12 Feb 2025 | €6.9b | €12.8b | €630.8m | 15.1x | 10.9x | 0.5x |
| Fri, 10 Jan 2025 | €6.1b | €12.8b | €630.8m | 13.6x | 9.7x | 0.5x |
| Sun, 08 Dec 2024 | €6.2b | €12.8b | €630.8m | 13x | 9.9x | 0.5x |
| Tue, 05 Nov 2024 | €6.6b | €12.7b | €629.2m | 12.8x | 10.5x | 0.5x |
| Thu, 03 Oct 2024 | €7.7b | €12.8b | €640.9m | 13.5x | 12x | 0.6x |
| Sat, 31 Aug 2024 | €7.3b | €12.8b | €644.7m | 11.7x | 11.3x | 0.6x |
| Mon, 29 Jul 2024 | €6.9b | €12.8b | €645.9m | 9.9x | 10.7x | 0.5x |
| Wed, 26 Jun 2024 | €7.0b | €12.8b | €650.4m | 10.8x | 10.8x | 0.5x |
| Fri, 24 May 2024 | €6.9b | €12.8b | €650.4m | 10.8x | 10.6x | 0.5x |
| Sun, 21 Apr 2024 | €6.9b | €12.9b | €645.5m | 8.3x | 10.6x | 0.5x |
| Tue, 19 Mar 2024 | €7.1b | €12.9b | €635.6m | 8.7x | 11.2x | 0.6x |
| Thu, 15 Feb 2024 | €7.2b | €12.8b | €620.1m | 9.7x | 11.7x | 0.6x |
| Sat, 13 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.3x | 11x | 0.5x |
| Mon, 11 Dec 2023 | €6.6b | €12.8b | €620.1m | 9.1x | 10.6x | 0.5x |
| Wed, 08 Nov 2023 | €5.9b | €12.8b | €611.3m | 8.2x | 9.7x | 0.5x |
| Fri, 06 Oct 2023 | €5.9b | €12.5b | €573.6m | 8.8x | 10.3x | 0.5x |
| Sun, 03 Sep 2023 | €6.4b | €12.5b | €573.6m | 9.7x | 11.2x | 0.5x |
| Tue, 01 Aug 2023 | €6.3b | €12.5b | €582.9m | 10.1x | 10.9x | 0.5x |
| Thu, 29 Jun 2023 | €6.5b | €12.1b | €544.2m | 11x | 11.9x | 0.5x |
| Sat, 27 May 2023 | €6.7b | €12.1b | €545.9m | 11.3x | 12.2x | 0.6x |
12.2x
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 | €62.00 | 4.7% +€28.6m | 50.1% | PE12.7x | |
| HED Maschinenfabrik Heid | €0.75 | 50.0% +€985.0k | n/a | PE30.5x |