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Italian (Borsa Italiana) Industrials Sector Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies92
  • 7D0.5%
  • 3M0.4%
  • 1Y22.7%
  • YTD5.8%

Over the last 7 days, the Industrials industry has risen 1.0%, driven by gains from Leonardo of 4.7%. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026€111.4b€106.0b€4.6b20.7x24.1x1.1x
Thu, 25 Jun 2026€116.4b€106.0b€4.6b18.9x25.2x1.1x
Sat, 23 May 2026€119.9b€106.0b€4.6b18.6x26x1.1x
Mon, 20 Apr 2026€116.9b€105.1b€4.6b18.9x25.4x1.1x
Wed, 18 Mar 2026€109.0b€106.1b€4.6b16.5x23.6x1x
Fri, 13 Feb 2026€111.3b€104.6b€4.4b18.8x25.3x1.1x
Sun, 11 Jan 2026€110.0b€104.7b€4.4b18.4x24.9x1.1x
Tue, 09 Dec 2025€100.3b€104.9b€4.4b16.6x22.7x1x
Thu, 06 Nov 2025€102.3b€104.8b€4.5b17.2x22.8x1x
Sat, 04 Oct 2025€107.4b€104.1b€4.1b18x26.4x1x
Mon, 01 Sep 2025€96.6b€104.1b€4.1b18.7x23.7x0.9x
Wed, 30 Jul 2025€91.7b€101.9b€4.0b19.7x23.2x0.9x
Fri, 27 Jun 2025€86.1b€101.1b€3.9b18.9x22x0.9x
Sun, 25 May 2025€86.3b€100.8b€3.9b18.4x22x0.9x
Tue, 22 Apr 2025€73.4b€99.2b€4.2b15.3x17.4x0.7x
Thu, 20 Mar 2025€85.0b€100.4b€4.2b16.9x20.5x0.8x
Sat, 15 Feb 2025€75.4b€96.3b€3.9b15.7x19.6x0.8x
Mon, 13 Jan 2025€70.5b€96.2b€3.7b15.6x19.2x0.7x
Wed, 11 Dec 2024€67.9b€96.6b€3.7b14.6x18.3x0.7x
Fri, 08 Nov 2024€67.8b€96.6b€3.7b14.6x18.1x0.7x
Sun, 06 Oct 2024€67.0b€95.3b€3.8b14.3x17.7x0.7x
Tue, 03 Sep 2024€67.6b€95.6b€3.8b14.4x17.7x0.7x
Thu, 01 Aug 2024€68.0b€95.1b€3.7b14.7x18.5x0.7x
Sat, 29 Jun 2024€65.3b€95.0b€3.7b14.4x17.6x0.7x
Mon, 27 May 2024€69.0b€95.0b€3.8b15.4x18.1x0.7x
Wed, 24 Apr 2024€62.9b€91.2b€3.5b16.4x17.8x0.7x
Fri, 22 Mar 2024€63.4b€90.9b€3.5b16.5x18.2x0.7x
Sun, 18 Feb 2024€57.5b€89.8b€3.3b14.8x17.6x0.6x
Tue, 16 Jan 2024€74.9b€97.2b€3.5b15.1x21.3x0.8x
Thu, 14 Dec 2023€70.5b€97.2b€3.5b14.5x20x0.7x
Sat, 11 Nov 2023€68.3b€97.6b€3.6b13.6x19x0.7x
Mon, 09 Oct 2023€68.7b€97.4b€3.4b14.3x20x0.7x
Wed, 06 Sep 2023€72.5b€96.8b€3.4b15x21.4x0.7x
Fri, 04 Aug 2023€71.7b€96.5b€3.4b14.8x21.2x0.7x
Price to Earnings Ratio

21.2x


Total Market Cap: €71.7bTotal Earnings: €3.4bTotal Revenue: €96.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Industrials Sector Price to Earnings3Y Average 21x202420252026
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 24.4x which is higher than its 3-year average PE of 21.0x.
  • The 3-year average PS ratio of 0.83x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 3.4% 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 Market0.83%
Industrials0.51%
Aerospace & Defense6.02%
Professional Services0.067%
Trade Distributors0%0
Logistics0%0
Marine and Shipping0%0
Machinery-0.031%
Industrials-0.49%
Construction-0.90%
Infrastructure-0.98%
Transportation-1.35%
Electrical-2.30%
Commercial Services-2.91%
Building-3.72%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 17.0x.
    • Analysts are expecting annual earnings growth of 47.7%, which is higher than its past year's earnings decline of 0.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Professional Services industry, expecting annual earnings growth of 109% over the next 5 years.
  • This is better than its past earnings growth rate of 54% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
LDO Leonardo€53.056.3%
+€1.8b		14.9%PE23.7x
COM Comer Industries€48.804.5%
+€60.1m		47.9%PE22.8x
DAN Danieli & C. Officine Meccaniche€67.801.2%
+€57.3m		81.0%PE21.5x
FCT Fincantieri€12.890.7%
+€33.9m		-20.2%PE37.4x
ICOP I.CO.P.. Società Benefit€29.602.4%
+€22.2m		97.3%PE36x

Latest News

DNR
€5.94
Industrie De Nora
7D
-5.9%
1Y
-14.7%
Narrative Update • Jul 24

DNR: Dividend Reset And Higher P/E Assumptions Will Support Upside

Analysts have trimmed their fair value estimate for Industrie De Nora from €10.24 to about €9.44, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple in their revised price target work. What's in the News for Industrie De Nora Industrie De Nora announced an annual dividend of €0.1030 per share, scheduled to be paid on May 20, 2026.
FCT
€12.89
Fincantieri
7D
0.7%
1Y
-20.2%
Narrative Update • Jul 23

FCT: Defence Deals And Underwater Acquisitions Will Support Balanced Medium Term Outlook

Analysts have updated their view on Fincantieri with a lower internal fair value estimate of €13.50, compared with €17.00 previously. They cited recent Street research, such as the Deutsche Bank price target increase to €19, as support for a more constructive outlook on revenue growth, margins, and achievable future P/E levels.
MAIRE
€13.66
Maire
7D
-1.1%
1Y
12.0%
CRL
€26.75
Carel Industries
7D
-5.0%
1Y
11.9%
Narrative Update • Jul 21

CRL: Bullish Case Will Hinge On 2026 Revenue Guidance

Analysts have raised their price target for Carel Industries from €27.95 to €31.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the rationale for the change. What’s in the News for Carel Industries Carel Industries issued earnings guidance for the second quarter of 2026, providing investors with forward-looking revenue indications.
ICOP
€29.60
I.CO.P.. Società Benefit
7D
2.4%
1Y
97.3%
AVIO
€28.60
Avio
7D
0.8%
1Y
1.4%
Narrative Update • Jul 20

AVIO: Advent Capital Injection And Capacity Expansion Will Support Long Term Upside

Analysts have revised their fair value estimate for Avio to €31.70 from €40.00, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E levels. What's in the News for Avio Private equity firm Advent International agreed to acquire a 7% minority stake in Avio through a share capital increase valued at €109.4 million.
PRY
€122.10
Prysmian
7D
-2.3%
1Y
85.0%
Narrative Update • Jul 20

PRY: Future Returns Will Likely Reflect Upgraded Views On Execution Risk

The analyst price target for Prysmian has been raised from €142.50 to €153.05, reflecting updated assumptions on revenue growth, profit margins and future P/E, and aligns with a series of recent upward price target revisions from several firms that cite a stronger outlook for the company. Analyst Commentary Recent research on Prysmian points to a cluster of higher price targets and rating changes, giving you a clearer view of how the market is framing the stock's risk and reward.
LDO
€53.05
Leonardo
7D
6.3%
1Y
14.9%
Narrative Update • Jul 09

LDO: Future Upside Will Depend On New CEO And GCAP Execution

Leonardo's updated analyst price target has edged lower from about €61.50 to €60.00, reflecting recent target cuts from several banks even as many analysts maintain positive ratings on the stock. Analyst Commentary Recent Street research on Leonardo shows a mix of supportive ratings and more cautious adjustments to price targets, giving you a clearer sense of how professional investors are weighing the stock's risk and reward trade off.
COM
€48.80
Comer Industries
7D
4.5%
1Y
47.9%
IP
€34.20
Interpump Group
7D
-1.9%
1Y
-8.0%
Narrative Update • Jun 25

IP: Recent Selloff And New Buy Rating Will Support Upside

Analysts now see fair value for Interpump Group shares at €43, down from €45, citing what they view as improved value after the recent selloff and reflecting this in a slightly lower forward P/E assumption alongside a modestly adjusted discount rate. What's in the News for Interpump Group No recent Interpump Group news items were identified in the provided sources.
DAN
€67.80
Danieli & C. Officine Meccaniche
7D
1.2%
1Y
81.0%
FILA
€9.04
F.I.L.A. - Fabbrica Italiana Lapis ed Affini
7D
1.9%
1Y
5.2%
Narrative Update • Jun 17

FILA: Dividend And Buyback Are Expected To Support Undervalued Shares

Analysts have nudged their price target for F.I.L.A. - Fabbrica Italiana Lapis ed Affini slightly lower from €10.80 to €10.60, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What’s in the News for F.I.L.A. - Fabbrica Italiana Lapis ed Affini F.I.L.A. Group confirmed earnings guidance for 2026, with management indicating an expectation of double digit growth in revenue.
OS
€47.30
Officina Stellare
7D
4.4%
1Y
240.3%
WBD
€2.12
Webuild
7D
-1.9%
1Y
-44.0%
Narrative Update • Jun 15

WBD: Slightly Lower Risk Assumptions Will Support Future Upside Potential

Analysts have kept their price target on Webuild steady at €3.43, indicating only small tweaks in inputs such as the discount rate, revenue growth assumptions, profit margin forecasts and future P/E. Taken together, these adjustments signal a largely unchanged view of the stock's valuation.
LUVE
€56.30
LU-VE
7D
-4.6%
1Y
72.4%
DOV
€2.25
doValue
7D
-8.7%
1Y
-12.7%