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Italian (Borsa Italiana) Industrials Sector Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies92
  • 7D1.4%
  • 3M12.4%
  • 1Y59.1%
  • YTD8.6%

The Industrials industry is up 1.4% in the last week, with Prysmian up 5.4%. This means that the industry has gained 59% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Feb 2026€113.3b€104.5b€4.4b19.2x25.8x1.1x
Fri, 09 Jan 2026€109.1b€104.7b€4.4b18.4x24.7x1x
Sun, 07 Dec 2025€99.2b€104.9b€4.4b17.1x22.4x0.9x
Tue, 04 Nov 2025€104.3b€104.8b€4.5b17x23.2x1x
Thu, 02 Oct 2025€103.4b€104.1b€4.1b17.4x25.4x1x
Sat, 30 Aug 2025€96.6b€104.1b€4.1b18.7x23.7x0.9x
Mon, 28 Jul 2025€90.5b€100.7b€3.9b19.7x23.2x0.9x
Wed, 25 Jun 2025€83.3b€101.1b€3.9b19.1x21.3x0.8x
Fri, 23 May 2025€86.4b€100.9b€3.9b18.7x22x0.9x
Sun, 20 Apr 2025€73.4b€99.2b€4.2b15.3x17.4x0.7x
Tue, 18 Mar 2025€83.3b€100.4b€4.2b16.5x20.1x0.8x
Thu, 13 Feb 2025€73.8b€96.3b€3.9b15.9x19.2x0.8x
Sat, 11 Jan 2025€70.5b€96.6b€3.7b15.7x19.1x0.7x
Mon, 09 Dec 2024€69.5b€96.6b€3.7b14.7x18.8x0.7x
Wed, 06 Nov 2024€67.3b€96.6b€3.9b14.8x17.3x0.7x
Fri, 04 Oct 2024€66.5b€95.3b€3.8b14.3x17.6x0.7x
Sun, 01 Sep 2024€69.1b€95.6b€3.8b14.5x18.1x0.7x
Tue, 30 Jul 2024€67.7b€95.1b€3.7b14.9x18.4x0.7x
Thu, 27 Jun 2024€65.2b€95.0b€3.7b14.5x17.6x0.7x
Sat, 25 May 2024€69.0b€95.0b€3.8b15.4x18.1x0.7x
Mon, 22 Apr 2024€62.5b€91.2b€3.5b16x17.7x0.7x
Wed, 20 Mar 2024€62.6b€90.0b€3.2b16.2x19.7x0.7x
Fri, 16 Feb 2024€57.0b€89.8b€3.3b14.5x17.3x0.6x
Sun, 14 Jan 2024€75.2b€97.2b€3.5b15.4x21.4x0.8x
Tue, 12 Dec 2023€70.5b€97.2b€3.5b14.6x20x0.7x
Thu, 09 Nov 2023€67.7b€97.6b€3.5b13.7x19.5x0.7x
Sat, 07 Oct 2023€68.7b€97.4b€3.4b14.3x20x0.7x
Mon, 04 Sep 2023€72.4b€96.8b€3.4b14.6x21.4x0.7x
Wed, 02 Aug 2023€71.3b€95.7b€3.3b14.9x21.9x0.7x
Fri, 30 Jun 2023€70.5b€95.4b€10.7b14.5x6.6x0.7x
Sun, 28 May 2023€70.2b€95.4b€10.7b15.2x6.6x0.7x
Tue, 25 Apr 2023€70.7b€94.2b€10.7b14.6x6.6x0.8x
Thu, 23 Mar 2023€70.9b€91.8b€3.0b15.5x23.9x0.8x
Sat, 18 Feb 2023€70.9b€89.1b€2.7b15x26.1x0.8x
Price to Earnings Ratio

26.1x


Total Market Cap: €70.9bTotal Earnings: €2.7bTotal Revenue: €89.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Industrials Sector Price to Earnings3Y Average 19.6x202420252026
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 19.6x.
  • The 3-year average PS ratio of 0.78x 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 18% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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 Market1.49%
Industrials1.40%
Electrical5.04%
Construction2.84%
Infrastructure2.56%
Building2.05%
Machinery1.02%
Professional Services0.80%
Transportation0.78%
Trade Distributors0%0
Logistics0%0
Marine and Shipping0%0
Industrials-1.20%
Aerospace & Defense-2.03%
Commercial Services-2.05%
Industry PE
  • Investors are most optimistic about the Professional Services industry which is trading above its 3-year average PE ratio of 31.1x.
    • Analysts are expecting annual earnings growth of 35.5%, which is lower than the prior year's growth of 47.7% per year.
  • 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 4.5x.
Forecasted Growth
  • Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings decline of 55% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 8.7% 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
IP Interpump Group€50.505.8%
+€293.4m		11.7%PE24.5x
ARIS Ariston Holding€5.5217.2%
+€280.0m		61.4%PE20.5x
PRY Prysmian€103.800.6%
+€172.0m		56.3%PE25.7x
DAN Danieli & C. Officine Meccaniche€66.001.5%
+€74.0m		160.4%PE22.2x
DNR Industrie De Nora€7.095.0%
+€67.6m		3.8%PE15.5x

Latest News

ARIS
€5.52
Ariston Holding
7D
17.2%
1Y
61.4%
IP
€50.50
Interpump Group
7D
5.8%
1Y
11.7%

Here's What To Make Of Interpump Group's (BIT:IP) Decelerating Rates Of Return

Feb 10
Here's What To Make Of Interpump Group's (BIT:IP) Decelerating Rates Of Return
COM
€50.20
Comer Industries
7D
3.1%
1Y
68.5%
FCT
€16.13
Fincantieri
7D
0.9%
1Y
119.2%

FCT: Reshaped U.S. Naval Program Will Support Stronger Long Term Earnings

Analysts have trimmed their fair value estimate for Fincantieri from €21.44 to €20.50, citing slightly softer assumptions for revenue growth, profit margins, the discount rate and future P/E multiples in their updated models. What's in the News Fincantieri and the U.S. Navy reached an agreement to reshape the future of the Constellation class program at Fincantieri Marinette Marine in Wisconsin, with continuity for two frigates under construction and discontinuity for four other contracted frigates as the Navy adjusts its priorities in small surface combatants (Key Developments).
MAIRE
€15.64
Maire
7D
1.0%
1Y
62.7%

MAIRE: Steady Outlook Will Rely On 2026 Board And Investor Day Milestones

Analysts have raised their price target for Maire to €14.41. The change is mainly linked to slightly lower discount rate and future P/E assumptions, rather than any shift in projected revenue growth or profit margin.
DOV
€2.42
doValue
7D
-5.0%
1Y
48.9%

DOV: 2026 Board Calendar Will Support Attractive Forward Earnings Profile

Analysts have kept their fair value estimate for doValue steady at €3.38. The latest price target update mainly reflects slightly lower assumed discount rates and a modestly reduced future P/E multiple, rather than any shift in expected growth or profitability.
PRY
€103.80
Prysmian
7D
0.6%
1Y
56.3%

PRY: Energy Transition Demand Will Support Steady Returns Despite Mixed Research Signals

Analysts have kept their fair value estimate for Prysmian steady at €112.00, with a slightly lower discount rate and updated growth and margin assumptions, reflecting recent mixed research signals that include Prysmian being removed from a conviction list, one price target increase, and one reduction. Analyst Commentary Recent Street research on Prysmian has sent mixed signals, but there are still clear positives that some bullish analysts are focusing on, particularly around price targets and long term earnings potential.
ITM
€28.35
Italmobiliare
7D
-1.2%
1Y
5.6%
HIK
€0.58
Haiki+
7D
-7.3%
1Y
-17.0%
AVIO
€33.65
Avio
7D
-1.6%
1Y
122.3%

AVIO: US Solid Rocket Motor Focus Will Support Long-Term Upside

Analysts have slightly adjusted their fair value estimate for Avio to about €44.10. This reflects updated assumptions on growth, margins and long term P/E, supported in part by recent Street research highlighting the company as a focused play on solid rocket propulsion across defense and space markets.
DNR
€7.09
Industrie De Nora
7D
5.0%
1Y
3.8%

Is Industrie De Nora (BIT:DNR) A Risky Investment?

Jan 21
Is Industrie De Nora (BIT:DNR) A Risky Investment?
DAN
€66.00
Danieli & C. Officine Meccaniche
7D
1.5%
1Y
160.4%

There's Been No Shortage Of Growth Recently For Danieli & C. Officine Meccaniche's (BIT:DAN) Returns On Capital

Jan 21
There's Been No Shortage Of Growth Recently For Danieli & C. Officine Meccaniche's (BIT:DAN) Returns On Capital
LDO
€53.56
Leonardo
7D
-5.0%
1Y
78.8%
LUVE
€38.45
LU-VE
7D
-7.1%
1Y
28.8%
TYA
€19.20
Toscana Aeroporti
7D
-4.0%
1Y
21.9%