Narrative Update • Jun 09

Over the last 7 days, the Machinery industry has dropped 3.3%, driven by declines in Daimler Truck Holding and Traton of 3.4% and 5.8%, respectively. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 25% annually.
Has the German Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | €114.9b | €154.3b | €5.1b | 19.9x | 22.8x | 0.7x |
| Sat, 09 May 2026 | €119.6b | €154.4b | €5.0b | 20.8x | 23.9x | 0.8x |
| Mon, 06 Apr 2026 | €120.9b | €157.5b | €5.8b | 19.2x | 21x | 0.8x |
| Wed, 04 Mar 2026 | €122.6b | €161.7b | €6.3b | 20.8x | 19.4x | 0.8x |
| Fri, 30 Jan 2026 | €123.7b | €161.6b | €6.3b | 21.6x | 19.5x | 0.8x |
| Sun, 28 Dec 2025 | €118.1b | €161.7b | €6.4b | 21.6x | 18.4x | 0.7x |
| Tue, 25 Nov 2025 | €112.4b | €161.7b | €6.4b | 20.3x | 17.4x | 0.7x |
| Thu, 23 Oct 2025 | €112.5b | €164.4b | €7.1b | 20.9x | 15.9x | 0.7x |
| Sat, 20 Sep 2025 | €117.4b | €164.4b | €7.1b | 19.4x | 16.6x | 0.7x |
| Mon, 18 Aug 2025 | €122.9b | €164.5b | €7.1b | 19.1x | 17.3x | 0.7x |
| Wed, 16 Jul 2025 | €121.4b | €165.2b | €8.1b | 19.7x | 14.9x | 0.7x |
| Fri, 13 Jun 2025 | €116.8b | €165.7b | €8.1b | 20.7x | 14.4x | 0.7x |
| Sun, 11 May 2025 | €115.2b | €166.4b | €8.2b | 18.8x | 14.1x | 0.7x |
| Tue, 08 Apr 2025 | €99.1b | €168.0b | €8.8b | 16.3x | 11.3x | 0.6x |
| Thu, 06 Mar 2025 | €122.9b | €169.4b | €9.0b | 17.1x | 13.7x | 0.7x |
| Sat, 01 Feb 2025 | €111.5b | €169.2b | €9.0b | 16.7x | 12.4x | 0.7x |
| Mon, 30 Dec 2024 | €102.3b | €169.1b | €9.0b | 17.1x | 11.4x | 0.6x |
| Wed, 27 Nov 2024 | €100.0b | €169.1b | €9.0b | 14.7x | 11.2x | 0.6x |
| Fri, 25 Oct 2024 | €106.4b | €169.7b | €9.4b | 15.7x | 11.3x | 0.6x |
| Sun, 22 Sep 2024 | €101.3b | €169.7b | €9.4b | 15.5x | 10.8x | 0.6x |
| Tue, 20 Aug 2024 | €102.4b | €169.7b | €9.4b | 15.3x | 10.9x | 0.6x |
| Thu, 18 Jul 2024 | €105.7b | €170.4b | €9.7b | 15.9x | 10.9x | 0.6x |
| Sat, 15 Jun 2024 | €104.8b | €170.3b | €9.7b | 16.1x | 10.8x | 0.6x |
| Mon, 13 May 2024 | €114.5b | €170.3b | €9.7b | 17.2x | 11.8x | 0.7x |
| Wed, 10 Apr 2024 | €117.7b | €169.7b | €9.6b | 16.2x | 12.3x | 0.7x |
| Fri, 08 Mar 2024 | €110.0b | €168.3b | €9.6b | 13.7x | 11.4x | 0.7x |
| Sun, 04 Feb 2024 | €98.4b | €171.2b | €8.9b | 14.1x | 11x | 0.6x |
| Tue, 02 Jan 2024 | €97.1b | €171.2b | €8.9b | 14x | 10.9x | 0.6x |
| Thu, 30 Nov 2023 | €89.1b | €171.0b | €9.0b | 13.1x | 9.9x | 0.5x |
| Sat, 28 Oct 2023 | €85.3b | €170.3b | €8.8b | 11.6x | 9.6x | 0.5x |
| Mon, 25 Sep 2023 | €93.2b | €169.4b | €8.1b | 12.4x | 11.5x | 0.6x |
| Wed, 23 Aug 2023 | €95.3b | €169.3b | €8.1b | 11.8x | 11.7x | 0.6x |
| Fri, 21 Jul 2023 | €96.6b | €163.6b | €7.5b | 12.8x | 12.8x | 0.6x |
| Sun, 18 Jun 2023 | €97.6b | €163.5b | €7.5b | 14.8x | 13x | 0.6x |
13x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -2.62% | |
| Industrials | -5.53% | |
| Machinery | -3.31% | |
| Industrial Machinery | -0.97% | |
| Construction Machinery and Vehicles | -4.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| G1A GEA Group | €54.60 | 1.7% +€146.5m | -6.7% | PE21.3x | |
| PFV Pfeiffer Vacuum Technology | €169.00 | 1.1% +€17.8m | 4.6% | PE27.6x | |
| AAG Aumann | €14.70 | 6.1% +€11.0m | 13.3% | PE13.8x | |
| HDD Heidelberger Druckmaschinen | €1.44 | 1.0% +€4.3m | -12.3% | PE29.2x | |
| SNG Singulus Technologies | €6.72 | 6.7% +€3.7m | 226.2% | PS1.2x |