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Italian (Borsa Italiana) Industrials Sector Analysis
UpdatedOct 26, 2025
DataAggregated Company Financials
Companies92
- 7D3.6%
- 3M16.8%
- 1Y59.5%
- YTD56.6%
In the last week, the Industrials industry is up 3.6%, with Leonardo up 6.5%. This takes the industry's 12 month performance to a gain of 60%. As for the next few years, earnings are expected to grow by 18% per annum.
Sector Valuation and Performance
Has the Italian Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Oct 2025 | €104.9b | €104.4b | €4.1b | 17.9x | 25.7x | 1x |
| Tue, 23 Sep 2025 | €100.8b | €104.1b | €4.1b | 18.6x | 24.6x | 1x |
| Thu, 21 Aug 2025 | €93.1b | €104.1b | €4.1b | 20.1x | 22.7x | 0.9x |
| Sat, 19 Jul 2025 | €89.9b | €100.6b | €3.9b | 19.7x | 23.1x | 0.9x |
| Mon, 16 Jun 2025 | €85.3b | €100.8b | €3.9b | 18.7x | 21.7x | 0.8x |
| Wed, 14 May 2025 | €82.0b | €101.2b | €4.1b | 17.6x | 20x | 0.8x |
| Fri, 11 Apr 2025 | €70.3b | €100.3b | €4.1b | 15.3x | 17x | 0.7x |
| Sun, 09 Mar 2025 | €79.6b | €98.0b | €4.1b | 16.1x | 19.4x | 0.8x |
| Tue, 04 Feb 2025 | €73.5b | €96.8b | €3.7b | 15.3x | 19.9x | 0.8x |
| Thu, 02 Jan 2025 | €67.6b | €96.5b | €3.7b | 14.7x | 18.4x | 0.7x |
| Sat, 30 Nov 2024 | €66.9b | €96.0b | €3.7b | 14.4x | 18.1x | 0.7x |
| Mon, 28 Oct 2024 | €68.2b | €95.9b | €3.8b | 14.2x | 17.8x | 0.7x |
| Wed, 25 Sep 2024 | €66.6b | €95.0b | €3.8b | 14.1x | 17.4x | 0.7x |
| Fri, 23 Aug 2024 | €67.3b | €95.6b | €3.8b | 14.4x | 17.6x | 0.7x |
| Sun, 21 Jul 2024 | €69.1b | €94.4b | €3.6b | 15x | 19.1x | 0.7x |
| Tue, 18 Jun 2024 | €72.8b | €95.0b | €3.7b | 14.2x | 19.7x | 0.8x |
| Thu, 16 May 2024 | €68.0b | €95.0b | €3.8b | 16.8x | 17.9x | 0.7x |
| Sat, 13 Apr 2024 | €63.1b | €91.2b | €3.5b | 16.4x | 18x | 0.7x |
| Mon, 11 Mar 2024 | €61.0b | €89.9b | €3.2b | 14.9x | 18.8x | 0.7x |
| Wed, 07 Feb 2024 | €55.1b | €89.3b | €3.4b | 14.5x | 16.2x | 0.6x |
| Fri, 05 Jan 2024 | €73.9b | €97.2b | €3.5b | 15.2x | 21x | 0.8x |
| Sun, 03 Dec 2023 | €69.9b | €97.2b | €3.5b | 14.6x | 19.9x | 0.7x |
| Tue, 31 Oct 2023 | €66.4b | €97.3b | €3.4b | 13x | 19.4x | 0.7x |
| Thu, 28 Sep 2023 | €69.3b | €97.0b | €3.4b | 14.3x | 20.5x | 0.7x |
| Sat, 26 Aug 2023 | €70.7b | €96.8b | €3.4b | 14.7x | 20.9x | 0.7x |
| Mon, 24 Jul 2023 | €70.8b | €94.7b | €3.0b | 14.8x | 23.3x | 0.7x |
| Wed, 21 Jun 2023 | €70.7b | €95.5b | €10.7b | 15x | 6.6x | 0.7x |
| Fri, 19 May 2023 | €70.7b | €95.4b | €10.7b | 14.5x | 6.6x | 0.7x |
| Sun, 16 Apr 2023 | €71.5b | €93.3b | €10.7b | 14.9x | 6.7x | 0.8x |
| Tue, 14 Mar 2023 | €69.8b | €90.3b | €2.6b | 14.2x | 26.9x | 0.8x |
| Thu, 09 Feb 2023 | €68.6b | €88.0b | €2.5b | 14.9x | 27.5x | 0.8x |
| Sat, 07 Jan 2023 | €64.3b | €88.0b | €2.5b | 13.3x | 25.8x | 0.7x |
| Mon, 05 Dec 2022 | €63.5b | €87.8b | €2.4b | 13.7x | 25.9x | 0.7x |
| Wed, 02 Nov 2022 | €61.7b | €85.5b | €2.1b | 14.1x | 29.6x | 0.7x |
Price to Earnings Ratio
29.6x
Current Industry PE
- Investors are optimistic on the Italian Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.8x which is higher than its 3-year average PE of 19.9x.
- The 3-year average PS ratio of 0.76x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 25% per year over the last three years.
- Revenues for these companies have grown 6.7% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Italian Industrials sector?
| IT Market | 2.25% | |
| Industrials | 3.63% | |
| Aerospace & Defense | 6.15% | |
| Transportation | 4.66% | |
| Construction | 3.88% | |
| Building | 2.91% | |
| Electrical | 2.82% | |
| Infrastructure | 2.46% | |
| Machinery | 2.12% | |
| Industrials | 1.84% | |
| Logistics | 0.84% | |
| Professional Services | 0.51% | |
| Trade Distributors | 0% | 0 |
| Commercial Services | -0.40% | |
Industry PE
- Investors are most optimistic about the Professional Services industry which is trading above its 3-year average PE ratio of 26.9x.
- Analysts expect its future annual earnings growth (36.9%) to be largely in line with prior year's earnings growth.
- 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 4.2x.
Forecasted Growth
- Analysts are most optimistic on the Commercial Services industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings growth rate of 8.0% per year.
- In contrast, the Infrastructure industry is expected to see its earnings grow by 4.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LDO Leonardo | €51.24 | 6.5% +€1.8b | 135.2% | PE28.2x | |
| PRY Prysmian | €89.96 | 2.9% +€716.8m | 32.3% | PE34.4x | |
| FCT Fincantieri | €23.02 | 4.4% +€311.1m | 366.7% | PE78x | |
| MAIRE Maire | €13.29 | 6.3% +€258.2m | 101.7% | PE17.1x | |
| IP Interpump Group | €42.94 | 4.7% +€206.2m | 5.7% | PE21.3x |
