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Swiss (SMI) Industrials Sector Analysis

UpdatedAug 11, 2026
DataAggregated Company Financials
Companies46
  • 7D1.3%
  • 3M3.6%
  • 1Y18.8%
  • YTD14.6%

Over the last 7 days, the Industrials industry has risen 1.7%, driven by gains from ABB of 2.1%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

Has the Swiss Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Aug 2026CHF 333.9bCHF 149.8bCHF 10.4b21.5x32.2x2.2x
Thu, 09 Jul 2026CHF 330.1bCHF 147.3bCHF 10.2b21.8x32.4x2.2x
Sat, 06 Jun 2026CHF 331.0bCHF 146.8bCHF 10.1b22.4x32.7x2.3x
Mon, 04 May 2026CHF 318.5bCHF 146.2bCHF 10.0b24.1x31.8x2.2x
Wed, 01 Apr 2026CHF 282.4bCHF 147.0bCHF 9.9b22.9x28.6x1.9x
Fri, 27 Feb 2026CHF 314.9bCHF 146.5bCHF 9.8b26.2x32.1x2.1x
Sun, 25 Jan 2026CHF 297.1bCHF 152.6bCHF 9.9b26x29.9x1.9x
Tue, 23 Dec 2025CHF 286.1bCHF 153.2bCHF 10.0b25.4x28.6x1.9x
Thu, 20 Nov 2025CHF 267.2bCHF 153.5bCHF 10.0b25.5x26.6x1.7x
Sat, 18 Oct 2025CHF 279.8bCHF 153.5bCHF 10.1b22x27.6x1.8x
Mon, 15 Sep 2025CHF 282.6bCHF 153.2bCHF 10.0b22.1x28.4x1.8x
Wed, 13 Aug 2025CHF 280.7bCHF 153.3bCHF 10.0b23.5x28.1x1.8x
Fri, 11 Jul 2025CHF 261.8bCHF 148.5bCHF 9.7b21.3x27x1.8x
Sun, 08 Jun 2025CHF 260.2bCHF 149.5bCHF 9.8b20.9x26.5x1.7x
Tue, 06 May 2025CHF 248.5bCHF 149.3bCHF 9.8b19.5x25.3x1.7x
Thu, 03 Apr 2025CHF 247.5bCHF 151.5bCHF 9.9b20.5x25.1x1.6x
Sat, 01 Mar 2025CHF 258.4bCHF 151.2bCHF 10.2b21.4x25.4x1.7x
Mon, 27 Jan 2025CHF 263.3bCHF 151.3bCHF 10.1b21.2x26.2x1.7x
Wed, 25 Dec 2024CHF 251.1bCHF 150.7bCHF 10.0b21x25.1x1.7x
Fri, 22 Nov 2024CHF 251.4bCHF 150.0bCHF 10.0b20.5x25.2x1.7x
Sun, 20 Oct 2024CHF 262.2bCHF 148.7bCHF 9.9b21.6x26.5x1.8x
Tue, 17 Sep 2024CHF 257.6bCHF 147.9bCHF 9.7b20.5x26.5x1.7x
Thu, 15 Aug 2024CHF 256.3bCHF 148.7bCHF 9.7b20.4x26.3x1.7x
Sat, 13 Jul 2024CHF 269.4bCHF 151.6bCHF 10.0b19.8x27x1.8x
Mon, 10 Jun 2024CHF 266.6bCHF 151.5bCHF 10.0b19.7x26.6x1.8x
Wed, 08 May 2024CHF 253.5bCHF 152.4bCHF 10.1b20.5x25.2x1.7x
Fri, 05 Apr 2024CHF 247.7bCHF 153.4bCHF 10.4b21.2x23.9x1.6x
Sun, 03 Mar 2024CHF 247.6bCHF 156.6bCHF 10.6b19.9x23.3x1.6x
Tue, 30 Jan 2024CHF 222.6bCHF 153.4bCHF 10.3b17.6x21.5x1.5x
Thu, 28 Dec 2023CHF 226.6bCHF 152.9bCHF 10.3b18.3x22.1x1.5x
Sat, 25 Nov 2023CHF 209.4bCHF 155.0bCHF 10.4b17.3x20.1x1.4x
Mon, 23 Oct 2023CHF 188.2bCHF 159.6bCHF 10.7b15.2x17.6x1.2x
Wed, 20 Sep 2023CHF 204.3bCHF 159.6bCHF 10.3b16.8x19.9x1.3x
Fri, 18 Aug 2023CHF 206.9bCHF 158.8bCHF 10.1b18.6x20.4x1.3x
Price to Earnings Ratio

20.4x


Total Market Cap: CHF 206.9bTotal Earnings: CHF 10.1bTotal Revenue: CHF 158.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Industrials Sector Price to Earnings3Y Average 26.2x202420252026
Current Industry PE
  • Investors are optimistic on the Swiss Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.3x which is higher than its 3-year average PE of 26.2x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Industrials industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the Swiss Industrials sector?

CH Market1.75%
Industrials1.28%
Electrical2.17%
Machinery1.51%
Building0.64%
Aerospace & Defense0.40%
Trade Distributors0.28%
Professional Services0.073%
Airlines0%0
Construction-0.92%
Commercial Services-1.06%
Marine and Shipping-1.28%
Infrastructure-1.67%
Transportation-2.73%
Industry PE
  • Investors are most optimistic about the Aerospace & Defense industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 46.8%, which is higher than its past year's earnings decline of 10.1% per year.
  • Investors are most pessimistic about the Transportation industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.9x.
Forecasted Growth
  • Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings decline of 10% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ABBN ABBCHF 82.641.2%
+CHF 1.8b		52.7%PE37.2x
SCHN Schindler HoldingCHF 254.000.8%
+CHF 213.6m		-12.0%PE26.4x
VACN VAT GroupCHF 631.000.7%
+CHF 137.8m		120.0%PE91.1x
ACLN Accelleron IndustriesCHF 74.651.8%
+CHF 126.8m		-2.0%PE37.1x
BCHN Burckhardt Compression HoldingCHF 523.006.3%
+CHF 104.5m		-28.8%PE16x

Latest News

SCHN
CHF 254.00
Schindler Holding
7D
0.8%
1Y
-12.0%
OERL
CHF 4.91
OC Oerlikon
7D
1.6%
1Y
58.4%
ABBN
CHF 82.64
ABB
7D
1.2%
1Y
52.7%
RSGN
CHF 19.11
R&S Group Holding
7D
-9.4%
1Y
-51.7%
Analysis Article • Aug 07

With EPS Growth And More, R&S Group Holding (VTX:RSGN) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
BEAN
CHF 857.50
BELIMO Holding
7D
-1.2%
1Y
-6.7%
Narrative Update • Aug 05

BEAN: Data Center Cooling Momentum Will Sustain Rich P E Premium

The analyst price target for BELIMO Holding has been revised higher to CHF 1,014.30 from CHF 989.10. Analysts point to a more constructive view on data center related market share opportunities and recent upgrades across several firms as key support for the change.
VACN
CHF 631.00
VAT Group
7D
0.7%
1Y
120.0%
Narrative Update • Aug 04

VACN: Rising Confidence In Earnings Power Should Support Further Re Rating

Analysts have lifted their fair value estimate for VAT Group to CHF 850 from CHF 806. This reflects recent increases in Street price targets across several firms and updated assumptions on revenue growth, discount rate and future P/E.
SUN
CHF 151.00
Sulzer
7D
-1.2%
1Y
-4.6%
Analysis Article • Jul 31

Here's What Analysts Are Forecasting For Sulzer AG (VTX:SUN) After Its Half-Year Results

It's been a good week for Sulzer AG ( VTX:SUN ) shareholders, because the company has just released its latest...
SGSN
CHF 96.00
SGS
7D
-2.1%
1Y
16.4%
Narrative Update • Jul 28

SGSN: Mixed Rating Revisions Will Shape A Measured CHF 100 Outlook

SGS sees its analyst price target revised higher from CHF 98.89 to CHF 100.95, reflecting recent target increases across the Street. Analysts point to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as key drivers.
BOSN
CHF 228.00
Bossard Holding
7D
-3.8%
1Y
35.6%
HUBN
CHF 202.50
Huber+Suhner
7D
2.6%
1Y
79.8%
KNIN
CHF 197.65
Kuehne + Nagel International
7D
-2.2%
1Y
15.7%
Narrative Update • Jul 28

KNIN: Elevated P/E Will Likely Strain Returns As Freight Cycle Stays Uncertain

The fair value estimate for Kuehne + Nagel International has been adjusted to CHF 166.00 from CHF 154.00, reflecting analysts' updated price targets and assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple. Analyst Commentary Recent Street research on Kuehne + Nagel International points to a mixed but generally cautious stance, with several bearish analysts adjusting price targets while maintaining reserved ratings.
DKSH
CHF 69.00
DKSH Holding
7D
1.5%
1Y
20.0%
Analysis Article • Jul 22

Analysts Are Updating Their DKSH Holding AG (VTX:DKSH) Estimates After Its Interim Results

Last week, you might have seen that DKSH Holding AG ( VTX:DKSH ) released its half-yearly result to the market. The...
ACLN
CHF 74.65
Accelleron Industries
7D
1.8%
1Y
-2.0%
BCHN
CHF 523.00
Burckhardt Compression Holding
7D
6.3%
1Y
-28.8%
SRAIL
CHF 24.14
Stadler Rail
7D
-4.1%
1Y
9.5%
Narrative Update • Jun 17

SRAIL: Order Backlog Execution And 2026 Margin Delivery Will Shape Fair Value

The latest narrative update on Stadler Rail reflects a stable analyst fair value at CHF 23.50, with only modest tweaks to the discount rate and valuation inputs. Analysts are weighing a recent UBS upgrade against a small CHF 0.90 price target cut from JPMorgan, along with more constructive commentary from Oddo BHF.
FHZN
CHF 234.40
Flughafen Zürich
7D
-1.5%
1Y
-2.4%
Narrative Update • Jun 16

FHZN: Dividend Resilience And Risk Pricing Will Shape Future Share Performance

The analyst price target for Flughafen Zürich shares has shifted slightly to reflect a fair value change of about CHF 0.27, with analysts citing valuation, near term risk pricing, and medium term dividend potential as key factors behind recent rating and target moves. Analyst Commentary Recent Street research on Flughafen Zürich shares highlights a mix of optimism around income potential and caution around risk pricing, with several firms adjusting ratings and targets in response to changes in perceived fair value.