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Swiss (SMI) Industrials Sector Analysis

UpdatedDec 06, 2025
DataAggregated Company Financials
Companies47
  • 7D1.2%
  • 3M-0.1%
  • 1Y2.2%
  • YTD5.2%

In the last week, the Industrials industry is up 1.2%, with ABB up 1.7%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Dec 2025CHF 283.3bCHF 153.8bCHF 10.0b25.5x28.2x1.8x
Mon, 03 Nov 2025CHF 282.9bCHF 153.5bCHF 10.1b21.7x28.1x1.8x
Wed, 01 Oct 2025CHF 277.0bCHF 153.2bCHF 10.0b21.6x27.8x1.8x
Fri, 29 Aug 2025CHF 276.0bCHF 153.3bCHF 9.9b22.9x27.8x1.8x
Sun, 27 Jul 2025CHF 277.7bCHF 152.9bCHF 10.0b21.8x27.8x1.8x
Tue, 24 Jun 2025CHF 252.6bCHF 149.3bCHF 9.8b20.9x25.8x1.7x
Thu, 22 May 2025CHF 260.6bCHF 149.5bCHF 9.8b20.6x26.5x1.7x
Sat, 19 Apr 2025CHF 229.8bCHF 148.2bCHF 9.8b18.3x23.5x1.6x
Mon, 17 Mar 2025CHF 260.5bCHF 152.1bCHF 10.0b21.2x26.1x1.7x
Wed, 12 Feb 2025CHF 261.3bCHF 151.6bCHF 10.1b21.8x25.9x1.7x
Fri, 10 Jan 2025CHF 253.6bCHF 151.2bCHF 10.1b21.1x25.2x1.7x
Sun, 08 Dec 2024CHF 260.8bCHF 149.7bCHF 9.9b21.2x26.3x1.7x
Tue, 05 Nov 2024CHF 254.8bCHF 149.7bCHF 9.9b21.1x25.8x1.7x
Thu, 03 Oct 2024CHF 262.8bCHF 147.8bCHF 9.7b22x27x1.8x
Sat, 31 Aug 2024CHF 264.6bCHF 147.9bCHF 9.7b22.7x27.2x1.8x
Mon, 29 Jul 2024CHF 264.2bCHF 149.9bCHF 9.9b21.1x26.7x1.8x
Wed, 26 Jun 2024CHF 259.7bCHF 151.1bCHF 10.0b19.8x26x1.7x
Fri, 24 May 2024CHF 264.8bCHF 152.8bCHF 10.1b20.6x26.3x1.7x
Sun, 21 Apr 2024CHF 246.5bCHF 153.5bCHF 10.3b20x24x1.6x
Tue, 19 Mar 2024CHF 250.5bCHF 156.6bCHF 10.6b20.2x23.6x1.6x
Thu, 15 Feb 2024CHF 243.1bCHF 161.3bCHF 10.8b18.6x22.5x1.5x
Sat, 13 Jan 2024CHF 223.3bCHF 153.1bCHF 10.3b17.7x21.7x1.5x
Mon, 11 Dec 2023CHF 216.2bCHF 154.4bCHF 10.4b17.5x20.8x1.4x
Wed, 08 Nov 2023CHF 195.7bCHF 155.6bCHF 10.5b16x18.7x1.3x
Fri, 06 Oct 2023CHF 201.1bCHF 160.2bCHF 10.3b15.8x19.4x1.3x
Sun, 03 Sep 2023CHF 209.5bCHF 158.8bCHF 10.2b17.4x20.5x1.3x
Tue, 01 Aug 2023CHF 218.5bCHF 158.5bCHF 10.2b17.9x21.5x1.4x
Thu, 29 Jun 2023CHF 230.5bCHF 169.3bCHF 10.5b19.5x22x1.4x
Sat, 27 May 2023CHF 230.2bCHF 169.1bCHF 10.5b19.1x22x1.4x
Mon, 24 Apr 2023CHF 227.0bCHF 171.1bCHF 10.4b19.9x21.8x1.3x
Wed, 22 Mar 2023CHF 223.4bCHF 171.1bCHF 10.2b23.3x21.8x1.3x
Fri, 17 Feb 2023CHF 227.5bCHF 170.4bCHF 10.4b24.2x21.8x1.3x
Sun, 15 Jan 2023CHF 220.4bCHF 171.9bCHF 12.1b19.5x18.3x1.3x
Tue, 13 Dec 2022CHF 207.3bCHF 171.8bCHF 12.1b19.1x17.1x1.2x
Price to Earnings Ratio

17.1x


Total Market Cap: CHF 207.3bTotal Earnings: CHF 12.1bTotal Revenue: CHF 171.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Industrials Sector Price to Earnings3Y Average 23.9x202320242025
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 28.2x which is higher than its 3-year average PE of 23.9x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 6.0% per year over the last three years,
  • Revenues have also declined 3.6% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

CH Market0.62%
Industrials1.19%
Aerospace & Defense5.45%
Transportation3.22%
Machinery2.14%
Marine and Shipping1.71%
Electrical1.52%
Trade Distributors1.04%
Infrastructure0.25%
Construction0.16%
Commercial Services0%0
Airlines0%0
Building-0.19%
Professional Services-1.80%
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 38.9% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Commercial Services industry, which is trading below its 3-year average of 16.2x.
Forecasted Growth
  • Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 39% over the next 5 years.
  • In contrast, the Commercial Services 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 58.681.7%
+CHF 1.7b		12.8%PE29.8x
VACN VAT GroupCHF 391.0010.6%
+CHF 1.1b		12.4%PE52.5x
KNIN Kuehne + Nagel InternationalCHF 163.851.7%
+CHF 326.5m		-22.3%PE19.1x
SFSN SFS GroupCHF 106.203.5%
+CHF 139.9m		-16.4%PE17.5x
SCHN Schindler HoldingCHF 273.500.4%
+CHF 107.4m		7.7%PE29.4x

Latest News

VACN
CHF 391.00
VAT Group
7D
10.6%
1Y
12.4%

VACN: Share Price Will Reflect Recovery As Semiconductor Spending Cycles Normalize

We raise our fair value estimate for VAT Group to CHF 368.20 from CHF 351.80, as analysts highlight improving long term growth and margin prospects, reflected in a series of upwardly revised price targets despite some near term target trims. Analyst Commentary Street research on VAT Group has become more constructive overall, with bullish analysts pointing to an improving multi year growth profile and better margin execution, while more cautious voices focus on valuation and near term order visibility.
BCHN
CHF 530.00
Burckhardt Compression Holding
7D
-2.0%
1Y
-19.5%

BCHN: Future Earnings Visibility Will Support Long-Term Revenue Stability

Analysts have modestly raised their price target on Burckhardt Compression Holding to CHF 696.40 from CHF 696.40, reflecting updated model assumptions that fine tune discount rate and long term earnings expectations without altering their overall fair value view. Analyst Commentary Analyst sentiment around Burckhardt Compression Holding remains balanced, with recent model refinements fine tuning assumptions rather than shifting the overall investment stance.
ABBN
CHF 58.68
ABB
7D
1.7%
1Y
12.8%
KNIN
CHF 163.85
Kuehne + Nagel International
7D
1.7%
1Y
-22.3%

KNIN: Cost Initiatives And Cautious Recovery Will Influence Share Momentum

Kuehne + Nagel International's analyst price target was revised downward to CHF 158.94, reflecting analysts' cautious outlook on margin recovery and recent estimate downgrades. Analyst Commentary Recent research on Kuehne & Nagel International highlights a mix of optimism and caution among industry analysts.
SFSN
CHF 106.20
SFS Group
7D
3.5%
1Y
-16.4%

SFS Group AG's (VTX:SFSN) Intrinsic Value Is Potentially 73% Above Its Share Price

Nov 29
SFS Group AG's (VTX:SFSN) Intrinsic Value Is Potentially 73% Above Its Share Price
SGSN
CHF 90.58
SGS
7D
-1.7%
1Y
2.5%

SGSN: Margin Improvements And Risk Management Will Drive Measured Outlook

The consensus analyst price target for SGS has increased from CHF 93.17 to CHF 95.44. This reflects analysts' greater confidence in the company's margin improvements and a reassessment of near-term growth prospects.
BEAN
CHF 777.00
BELIMO Holding
7D
-1.1%
1Y
30.6%

BEAN: Cost Pressures And Gross Margins Will Influence Performance Amid Steady Demand

Analysts have revised BELIMO Holding's target price downward; the Street consensus has shifted from CHF 1,052 to CHF 989, citing continued pressure on material costs and industry profit margins, even with stable demand trends. Analyst Commentary Recent analyst reports on BELIMO Holding offer a range of perspectives regarding the company's prospects amid shifting industry conditions.
SCHN
CHF 273.50
Schindler Holding
7D
0.4%
1Y
7.7%

SCHN: Asian Market Agreement And Sector Pressures Will Shape Future Outlook

Analysts have slightly adjusted their price targets for Schindler Holding, with recent estimates ranging from CHF 287 to CHF 296. This reflects mixed views driven by both firm-specific and broader sector considerations.
FORN
CHF 800.00
Forbo Holding
7D
8.7%
1Y
1.5%

Forbo Holding (VTX:FORN) May Have Issues Allocating Its Capital

Nov 27
Forbo Holding (VTX:FORN) May Have Issues Allocating Its Capital
ADEN
CHF 21.96
Adecco Group
7D
-2.2%
1Y
-8.3%

ADEN: Improving Temp Volumes And Ratings Upgrades Will Influence Medium-Term Prospects

Adecco Group's analyst price target saw a modest increase from €26.89 to €26.96, as analysts note improving industry volumes and a reassessment of outlook among European staffing firms. Analyst Commentary Recent upgrades in Adecco Group’s analyst coverage reflect a changing sentiment within the staffing sector.
SRAIL
CHF 19.62
Stadler Rail
7D
-2.6%
1Y
-2.1%

Stadler Rail (VTX:SRAIL) Has Some Difficulty Using Its Capital Effectively

Nov 26
Stadler Rail (VTX:SRAIL) Has Some Difficulty Using Its Capital Effectively
ACLN
CHF 63.05
Accelleron Industries
7D
-0.6%
1Y
29.4%

ACLN: Shares Will Reflect Confidence As Earnings Guidance Remains Unchanged For 2025

Analysts have slightly reduced their fair value target for Accelleron Industries, lowering it to CHF 68.66 from CHF 68.68. They cite marginal improvements in revenue growth and profit margin as supporting factors.
AERO
CHF 26.10
Montana Aerospace
7D
5.5%
1Y
71.7%

Montana Aerospace AG (VTX:AERO) Not Doing Enough For Some Investors As Its Shares Slump 25%

Nov 23
Montana Aerospace AG (VTX:AERO) Not Doing Enough For Some Investors As Its Shares Slump 25%
GEBN
CHF 622.80
Geberit
7D
-0.4%
1Y
13.9%

GEBN: Profit Margin Expansion Will Face Persistent Obstacles Despite Upward Momentum

Geberit’s analyst fair value target has increased modestly from CHF 560.75 to CHF 566.88. This reflects analysts' updated expectations for steady revenue growth and improved profit margins, following recent price target hikes from major investment banks.
INRN
CHF 2,320.00
Interroll Holding
7D
3.6%
1Y
7.7%

What Interroll Holding AG's (VTX:INRN) P/E Is Not Telling You

Nov 20
What Interroll Holding AG's (VTX:INRN) P/E Is Not Telling You
PMN
CHF 420.00
Phoenix Mecano
7D
-4.1%
1Y
-2.3%