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Swiss (SMI) Industrials Sector Analysis

UpdatedDec 08, 2025
DataAggregated Company Financials
Companies47
  • 7D1.5%
  • 3M-0.8%
  • 1Y2.2%
  • YTD5.2%

In the last week, the Industrials industry is up 1.2%, with ABB up 1.7%. Overall in the last year, the industry is flat. 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
Tue, 09 Dec 2025CHF 283.3bCHF 153.7bCHF 10.0b25.5x28.2x1.8x
Thu, 06 Nov 2025CHF 278.3bCHF 153.8bCHF 10.1b23.8x27.6x1.8x
Sat, 04 Oct 2025CHF 281.7bCHF 153.2bCHF 10.0b21.8x28.3x1.8x
Mon, 01 Sep 2025CHF 273.2bCHF 153.3bCHF 9.9b22.7x27.5x1.8x
Wed, 30 Jul 2025CHF 277.3bCHF 153.3bCHF 10.1b21.8x27.6x1.8x
Fri, 27 Jun 2025CHF 252.1bCHF 148.7bCHF 9.7b20.7x25.9x1.7x
Sun, 25 May 2025CHF 255.5bCHF 149.3bCHF 9.8b20.2x26.1x1.7x
Tue, 22 Apr 2025CHF 229.8bCHF 148.2bCHF 9.8b18.3x23.5x1.6x
Thu, 20 Mar 2025CHF 266.1bCHF 151.7bCHF 9.9b20.8x26.8x1.8x
Sat, 15 Feb 2025CHF 264.8bCHF 151.3bCHF 10.1b21.8x26.2x1.8x
Mon, 13 Jan 2025CHF 251.4bCHF 151.3bCHF 10.1b20.9x24.9x1.7x
Wed, 11 Dec 2024CHF 258.8bCHF 149.8bCHF 9.9b21x26x1.7x
Fri, 08 Nov 2024CHF 257.0bCHF 149.8bCHF 9.9b21x25.9x1.7x
Sun, 06 Oct 2024CHF 261.0bCHF 148.4bCHF 9.8b21.7x26.7x1.8x
Tue, 03 Sep 2024CHF 265.6bCHF 148.1bCHF 9.7b22.3x27.3x1.8x
Thu, 01 Aug 2024CHF 267.6bCHF 149.5bCHF 9.9b20.9x27.1x1.8x
Sat, 29 Jun 2024CHF 260.1bCHF 151.4bCHF 10.0b18.8x26x1.7x
Mon, 27 May 2024CHF 265.7bCHF 152.9bCHF 10.1b20.5x26.4x1.7x
Wed, 24 Apr 2024CHF 246.2bCHF 152.5bCHF 10.1b19.9x24.3x1.6x
Fri, 22 Mar 2024CHF 249.4bCHF 153.1bCHF 10.4b20.1x24.1x1.6x
Sun, 18 Feb 2024CHF 246.9bCHF 160.8bCHF 10.8b19x22.9x1.5x
Tue, 16 Jan 2024CHF 221.4bCHF 153.4bCHF 10.3b17.6x21.5x1.4x
Thu, 14 Dec 2023CHF 220.8bCHF 154.3bCHF 10.4b17.6x21.2x1.4x
Sat, 11 Nov 2023CHF 199.4bCHF 155.8bCHF 10.5b16.3x19x1.3x
Mon, 09 Oct 2023CHF 203.2bCHF 160.1bCHF 10.3b15.9x19.7x1.3x
Wed, 06 Sep 2023CHF 208.1bCHF 159.1bCHF 10.3b17.3x20.3x1.3x
Fri, 04 Aug 2023CHF 214.4bCHF 158.7bCHF 10.2b18.3x21.1x1.4x
Sun, 02 Jul 2023CHF 232.3bCHF 169.1bCHF 10.5b20x22.2x1.4x
Tue, 30 May 2023CHF 230.2bCHF 169.1bCHF 10.5b19.1x22x1.4x
Thu, 27 Apr 2023CHF 225.5bCHF 171.9bCHF 10.8b19.7x20.9x1.3x
Sat, 25 Mar 2023CHF 218.2bCHF 170.8bCHF 10.2b22.9x21.3x1.3x
Mon, 20 Feb 2023CHF 227.4bCHF 170.4bCHF 10.4b24.2x21.8x1.3x
Wed, 18 Jan 2023CHF 223.3bCHF 171.6bCHF 12.0b19.7x18.5x1.3x
Fri, 16 Dec 2022CHF 204.1bCHF 171.6bCHF 12.1b18.8x16.9x1.2x
Price to Earnings Ratio

16.9x


Total Market Cap: CHF 204.1bTotal Earnings: CHF 12.1bTotal Revenue: CHF 171.6bTotal 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 5.9% 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 Market0.59%
Industrials1.50%
Aerospace & Defense5.45%
Transportation3.22%
Electrical2.46%
Machinery1.26%
Marine and Shipping1.08%
Trade Distributors0.69%
Construction0.59%
Building0.32%
Professional Services0.10%
Commercial Services0%0
Airlines0%0
Infrastructure-0.58%
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 59.283.6%
+CHF 3.7b		14.1%PE30x
VACN VAT GroupCHF 394.108.1%
+CHF 881.3m		13.1%PE52.9x
KNIN Kuehne + Nagel InternationalCHF 165.402.0%
+CHF 391.8m		-21.6%PE19.2x
ACLN Accelleron IndustriesCHF 64.353.8%
+CHF 220.7m		34.0%PE38.3x
HUBN Huber+SuhnerCHF 153.805.3%
+CHF 143.9m		109.5%PE38.8x

Latest News

BEAN
CHF 782.50
BELIMO Holding
7D
1.0%
1Y
33.2%

We Think BELIMO Holding (VTX:BEAN) Can Manage Its Debt With Ease

Dec 07
We Think BELIMO Holding (VTX:BEAN) Can Manage Its Debt With Ease
VACN
CHF 394.10
VAT Group
7D
8.1%
1Y
13.1%

VAT Group (VTX:VACN) Seems To Use Debt Rather Sparingly

Dec 07
VAT Group (VTX:VACN) Seems To Use Debt Rather Sparingly
GEBN
CHF 619.20
Geberit
7D
-0.8%
1Y
13.5%

GEBN: Future Margin Resilience Will Likely Offset Elevated Multiple Concerns

Analysts have nudged their price target on Geberit slightly higher, reflecting an improved fair value estimate of CHF 574.75 from CHF 566.88, as they factor in a modestly higher discount rate, slightly softer long term revenue growth, a marginally stronger profit margin, and a small uplift in the assumed future price earnings multiple. Analyst Commentary Recent research updates indicate a cautiously constructive stance on Geberit, with modest upward revisions to price targets but ongoing reservations about the share's risk reward profile.
GF
CHF 52.60
Georg Fischer
7D
-0.7%
1Y
-26.0%

GF: Expanded High Purity Partnership Will Support Recovery Despite Rising End Market Risks

Analysts have trimmed their price targets for Georg Fischer, cutting the implied valuation range from roughly CHF 65 to CHF 85 to CHF 47 to CHF 75 as they factor in weaker revenue growth expectations and rising end market risks, despite only modestly improving margin and earnings multiple assumptions. Analyst Commentary Analyst opinions on Georg Fischer have turned more polarized, with one camp highlighting upside to the current share price and another warning that consensus expectations remain too optimistic given weakening end markets.
BCHN
CHF 526.00
Burckhardt Compression Holding
7D
-0.9%
1Y
-20.5%

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.
HUBN
CHF 153.80
Huber+Suhner
7D
5.3%
1Y
109.5%

HUBN: Future Guidance Expected To Remain Stable With Steady Earnings Profile

Analysts have nudged their price target for Huber+Suhner fractionally higher to CHF 138.16 from CHF 138.16. This reflects marginally lower discount rate assumptions and a slightly improved long term valuation multiple, while keeping growth and profitability expectations broadly unchanged.
ABBN
CHF 59.28
ABB
7D
3.6%
1Y
14.1%
KNIN
CHF 165.40
Kuehne + Nagel International
7D
2.0%
1Y
-21.6%

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 105.60
SFS Group
7D
2.3%
1Y
-17.0%

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 89.66
SGS
7D
-0.4%
1Y
1.3%

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.
ADEN
CHF 21.36
Adecco Group
7D
-5.1%
1Y
-12.3%

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 19.54
Stadler Rail
7D
-4.4%
1Y
-3.5%

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 64.35
Accelleron Industries
7D
3.8%
1Y
34.0%

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 26.60
Montana Aerospace
7D
6.6%
1Y
77.1%

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%
DKSH
CHF 56.00
DKSH Holding
7D
-0.9%
1Y
-15.2%
BRKN
CHF 137.80
Burkhalter Holding
7D
-1.6%
1Y
51.8%

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

Nov 09
What Burkhalter Holding AG's (VTX:BRKN) P/E Is Not Telling You