Narrative Update • Jul 07

In the last week, the Machinery industry is up 1.5%, with Andritz up 1.8%. This takes the industry's 12 month performance to a gain of 12%. 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 |
|---|---|---|---|---|---|---|
| Thu, 16 Jul 2026 | €9.4b | €12.4b | €634.0m | 15.7x | 14.8x | 0.8x |
| Sat, 13 Jun 2026 | €9.9b | €12.4b | €634.0m | 16.6x | 15.6x | 0.8x |
| Mon, 11 May 2026 | €9.6b | €12.4b | €608.5m | 16x | 15.8x | 0.8x |
| Wed, 08 Apr 2026 | €8.0b | €12.3b | €579.0m | 16.4x | 13.8x | 0.7x |
| Fri, 06 Mar 2026 | €8.6b | €12.2b | €560.0m | 17.5x | 15.4x | 0.7x |
| Sun, 01 Feb 2026 | €9.3b | €12.2b | €560.0m | 17.8x | 16.6x | 0.8x |
| Tue, 30 Dec 2025 | €8.5b | €12.2b | €560.0m | 16.8x | 15.1x | 0.7x |
| Thu, 27 Nov 2025 | €8.1b | €12.2b | €560.0m | 16.2x | 14.4x | 0.7x |
| Sat, 25 Oct 2025 | €8.2b | €12.3b | €549.4m | 25.5x | 14.9x | 0.7x |
| Mon, 22 Sep 2025 | €8.0b | €12.3b | €549.4m | 26.2x | 14.6x | 0.6x |
| Wed, 20 Aug 2025 | €8.5b | €12.3b | €549.5m | 27.3x | 15.4x | 0.7x |
| Fri, 18 Jul 2025 | €8.5b | €12.5b | €605.6m | 14.6x | 14x | 0.7x |
| Sun, 15 Jun 2025 | €7.9b | €12.5b | €605.6m | 12.8x | 13x | 0.6x |
| Tue, 13 May 2025 | €7.8b | €12.5b | €609.0m | 12.4x | 12.9x | 0.6x |
| Thu, 10 Apr 2025 | €6.3b | €12.6b | €615.3m | 16.2x | 10.3x | 0.5x |
| Sat, 08 Mar 2025 | €7.7b | €12.7b | €618.9m | 16.1x | 12.4x | 0.6x |
| Mon, 03 Feb 2025 | €6.8b | €12.8b | €630.8m | 15x | 10.8x | 0.5x |
| Wed, 01 Jan 2025 | €6.1b | €12.8b | €630.8m | 13x | 9.6x | 0.5x |
| Fri, 29 Nov 2024 | €6.5b | €12.8b | €630.8m | 13.2x | 10.4x | 0.5x |
| Sun, 27 Oct 2024 | €7.4b | €12.8b | €640.9m | 13.4x | 11.5x | 0.6x |
| Tue, 24 Sep 2024 | €7.6b | €12.8b | €640.9m | 13.9x | 11.9x | 0.6x |
| Thu, 22 Aug 2024 | €7.1b | €12.8b | €644.7m | 11.3x | 11x | 0.6x |
| Sat, 20 Jul 2024 | €6.8b | €12.8b | €650.4m | 10.3x | 10.5x | 0.5x |
| Mon, 17 Jun 2024 | €7.2b | €12.8b | €650.4m | 11.1x | 11.1x | 0.6x |
| Wed, 15 May 2024 | €6.7b | €12.8b | €652.5m | 8.1x | 10.3x | 0.5x |
| Fri, 12 Apr 2024 | €7.0b | €12.9b | €645.5m | 8.5x | 10.8x | 0.5x |
| Sun, 10 Mar 2024 | €7.2b | €12.9b | €635.6m | 9.2x | 11.4x | 0.6x |
| Tue, 06 Feb 2024 | €6.9b | €12.8b | €620.1m | 9.4x | 11.1x | 0.5x |
| Thu, 04 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.4x | 10.9x | 0.5x |
| Sat, 02 Dec 2023 | €6.3b | €12.8b | €620.1m | 8.7x | 10.2x | 0.5x |
| Mon, 30 Oct 2023 | €5.4b | €12.5b | €573.6m | 8.2x | 9.5x | 0.4x |
| Wed, 27 Sep 2023 | €6.0b | €12.5b | €573.6m | 9.1x | 10.5x | 0.5x |
| Fri, 25 Aug 2023 | €6.0b | €12.4b | €570.4m | 9.6x | 10.5x | 0.5x |
| Sun, 23 Jul 2023 | €6.4b | €12.1b | €544.2m | 11x | 11.8x | 0.5x |
11.8x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 1.17% | |
| Industrials | -1.27% | |
| Machinery | 1.53% | |
| Industrial Machinery | 1.97% | |
| Construction Machinery and Vehicles | -0.27% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €74.20 | 2.1% +€147.0m | 15.2% | PE15.8x | |
| PAL Palfinger | €32.80 | 2.7% +€32.0m | -17.0% | PE12.4x | |
| SEM Semperit Holding | €15.50 | 6.5% +€19.5m | 19.2% | PE19.3x | |
| ROS Rosenbauer International | €60.80 | 3.1% +€18.4m | 25.6% | PE10.5x |