Narrative Update • May 25

In the last week, the Machinery industry is up 6.1%, with all of the companies up. In the last 12 months, the industry was up 27%. 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 |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | €10.0b | €12.4b | €634.0m | 16.9x | 15.8x | 0.8x |
| Sat, 25 Apr 2026 | €9.0b | €12.3b | €603.2m | 14.7x | 15x | 0.7x |
| Mon, 23 Mar 2026 | €8.0b | €12.3b | €579.0m | 18.7x | 13.9x | 0.7x |
| Wed, 18 Feb 2026 | €9.4b | €12.2b | €560.0m | 19x | 16.8x | 0.8x |
| Fri, 16 Jan 2026 | €9.2b | €12.2b | €560.0m | 18.4x | 16.5x | 0.8x |
| Sun, 14 Dec 2025 | €8.2b | €12.2b | €560.0m | 16.7x | 14.6x | 0.7x |
| Tue, 11 Nov 2025 | €8.2b | €12.2b | €542.2m | 23.9x | 15.1x | 0.7x |
| Thu, 09 Oct 2025 | €8.0b | €12.3b | €549.4m | 25.8x | 14.5x | 0.6x |
| Sat, 06 Sep 2025 | €8.1b | €12.3b | €549.5m | 25.8x | 14.7x | 0.7x |
| Mon, 04 Aug 2025 | €8.0b | €12.3b | €580.7m | 14.5x | 13.8x | 0.6x |
| Wed, 02 Jul 2025 | €8.2b | €12.5b | €605.6m | 13.5x | 13.5x | 0.7x |
| Fri, 30 May 2025 | €7.6b | €12.5b | €606.1m | 12x | 12.6x | 0.6x |
| Sun, 27 Apr 2025 | €7.2b | €12.7b | €634.8m | 10.6x | 11.3x | 0.6x |
| Tue, 25 Mar 2025 | €7.4b | €12.6b | €615.3m | 19.4x | 12.1x | 0.6x |
| Thu, 20 Feb 2025 | €7.2b | €12.8b | €630.8m | 15.4x | 11.4x | 0.6x |
| Sat, 18 Jan 2025 | €6.5b | €12.8b | €630.8m | 14.9x | 10.3x | 0.5x |
| Mon, 16 Dec 2024 | €6.1b | €12.8b | €630.8m | 13.1x | 9.7x | 0.5x |
| Wed, 13 Nov 2024 | €6.4b | €12.7b | €629.2m | 12.5x | 10.1x | 0.5x |
| Fri, 11 Oct 2024 | €7.6b | €12.8b | €640.9m | 13.8x | 11.9x | 0.6x |
| Sun, 08 Sep 2024 | €7.0b | €12.8b | €641.0m | 13.6x | 11x | 0.6x |
| Tue, 06 Aug 2024 | €6.7b | €12.8b | €645.9m | 10.1x | 10.4x | 0.5x |
| Thu, 04 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.2x | 10.6x | 0.5x |
| Sat, 01 Jun 2024 | €6.8b | €12.8b | €650.4m | 10.7x | 10.5x | 0.5x |
| Mon, 29 Apr 2024 | €6.4b | €12.8b | €652.3m | 8x | 9.7x | 0.5x |
| Wed, 27 Mar 2024 | €6.9b | €12.9b | €637.0m | 8.3x | 10.9x | 0.5x |
| Fri, 23 Feb 2024 | €7.5b | €12.8b | €620.1m | 9.7x | 12.1x | 0.6x |
| Sun, 21 Jan 2024 | €6.9b | €12.8b | €620.1m | 9.4x | 11.1x | 0.5x |
| Tue, 19 Dec 2023 | €6.8b | €12.8b | €620.1m | 9.3x | 11x | 0.5x |
| Thu, 16 Nov 2023 | €6.2b | €12.7b | €605.6m | 8.7x | 10.3x | 0.5x |
| Sat, 14 Oct 2023 | €5.8b | €12.5b | €573.6m | 8.7x | 10.1x | 0.5x |
| Mon, 11 Sep 2023 | €6.4b | €12.5b | €573.6m | 9.6x | 11.2x | 0.5x |
| Wed, 09 Aug 2023 | €6.0b | €12.5b | €582.9m | 9.5x | 10.3x | 0.5x |
| Fri, 07 Jul 2023 | €6.4b | €12.1b | €544.2m | 10.8x | 11.7x | 0.5x |
| Sun, 04 Jun 2023 | €6.9b | €12.1b | €544.2m | 11.7x | 12.6x | 0.6x |
12.6x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 2.07% | |
| Industrials | 5.88% | |
| Machinery | 5.47% | |
| Industrial Machinery | 6.50% | |
| Construction Machinery and Vehicles | 1.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €79.00 | 6.8% +€490.0m | 28.8% | PE16.9x | |
| PAL Palfinger | €34.75 | 2.2% +€28.2m | 15.1% | PE13.1x | |
| SEM Semperit Holding | €15.20 | 1.3% +€4.1m | 8.6% | PE18.9x |