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Italian (Borsa Italiana) Industrials Sector Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies90
  • 7D-2.9%
  • 3M-0.9%
  • 1Y49.0%
  • YTD6.6%

Over the last 7 days, the Industrials industry has dropped 2.9%, driven by a pullback from Leonardo of 9.6%. Over the past 12 months, the industry was up 49%. 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
Tue, 28 Apr 2026€111.3b€105.1b€4.6b18.5x24.2x1.1x
Thu, 26 Mar 2026€107.1b€106.1b€4.5b17.1x23.5x1x
Sat, 21 Feb 2026€112.4b€103.5b€4.3b19.8x25.9x1.1x
Mon, 19 Jan 2026€113.0b€104.4b€4.4b18.8x25.7x1.1x
Wed, 17 Dec 2025€98.5b€104.9b€4.4b16.7x22.3x0.9x
Fri, 14 Nov 2025€101.3b€105.0b€4.4b16.8x23x1x
Sun, 12 Oct 2025€105.8b€104.0b€4.1b18.3x26.1x1x
Tue, 09 Sep 2025€95.8b€104.1b€4.1b18.9x23.5x0.9x
Thu, 07 Aug 2025€94.4b€104.2b€4.1b20.1x23x0.9x
Sat, 05 Jul 2025€85.4b€100.6b€3.9b19.2x21.9x0.8x
Mon, 02 Jun 2025€90.1b€100.8b€3.9b17.3x22.9x0.9x
Wed, 30 Apr 2025€76.4b€99.2b€4.2b16.8x18.2x0.8x
Fri, 28 Mar 2025€80.6b€100.7b€4.1b16.1x19.4x0.8x
Sun, 23 Feb 2025€78.6b€96.2b€3.9b16.6x20.4x0.8x
Tue, 21 Jan 2025€72.7b€96.8b€3.7b15.6x19.7x0.8x
Thu, 19 Dec 2024€67.9b€96.6b€3.7b14.7x18.3x0.7x
Sat, 16 Nov 2024€67.5b€97.0b€3.4b14.6x19.6x0.7x
Mon, 14 Oct 2024€67.0b€95.3b€3.8b14x17.7x0.7x
Wed, 11 Sep 2024€64.7b€95.5b€3.8b14.3x16.9x0.7x
Fri, 09 Aug 2024€64.8b€95.6b€3.9b13.8x16.8x0.7x
Sun, 07 Jul 2024€66.6b€95.2b€3.6b15x18.3x0.7x
Tue, 04 Jun 2024€69.0b€95.0b€3.7b15.2x18.7x0.7x
Thu, 02 May 2024€63.4b€91.5b€3.5b16.4x17.9x0.7x
Sat, 30 Mar 2024€64.2b€90.9b€3.5b16.7x18.3x0.7x
Mon, 26 Feb 2024€58.2b€89.8b€3.3b15.1x17.7x0.6x
Wed, 24 Jan 2024€73.9b€97.2b€3.5b14.6x21x0.8x
Fri, 22 Dec 2023€73.4b€97.2b€3.5b15.5x20.8x0.8x
Sun, 19 Nov 2023€69.5b€97.2b€3.5b14.3x19.8x0.7x
Tue, 17 Oct 2023€69.0b€97.3b€3.4b13.9x20.2x0.7x
Thu, 14 Sep 2023€71.3b€96.9b€3.4b14.9x21.1x0.7x
Sat, 12 Aug 2023€71.4b€96.8b€3.4b14.5x21x0.7x
Mon, 10 Jul 2023€70.3b€94.7b€3.0b15.9x23.1x0.7x
Wed, 07 Jun 2023€70.2b€95.5b€10.7b15.3x6.6x0.7x
Fri, 05 May 2023€69.6b€94.2b€10.7b14.5x6.5x0.7x
Price to Earnings Ratio

6.5x


Total Market Cap: €69.6bTotal Earnings: €10.7bTotal Revenue: €94.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Industrials Sector Price to Earnings3Y Average 19.8x202420252026
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 24.2x which is higher than its 3-year average PE of 19.8x.
  • The 3-year average PS ratio of 0.80x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 24% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Italian Industrials sector?

IT Market-1.29%
Industrials-2.91%
Electrical3.26%
Transportation0.27%
Professional Services0.14%
Trade Distributors0%0
Logistics0%0
Marine and Shipping0%0
Building-0.77%
Construction-1.52%
Commercial Services-2.29%
Industrials-2.46%
Infrastructure-2.47%
Machinery-3.52%
Aerospace & Defense-9.78%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 14.5x.
    • Analysts are expecting annual earnings growth of 45.6%, 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 114% over the next 5 years.
  • This is better than its past earnings growth rate of 54% per year.
  • In contrast, the Building industry is expected to see its earnings grow by 9.9% 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
PRY Prysmian€123.203.3%
+€1.1b		159.5%PE28.5x
COM Comer Industries€46.404.3%
+€54.4m		60.6%PE21.7x
LDB Lindbergh€12.0511.1%
+€11.4m		218.8%PE44.4x
ABP Azienda Bresciana Petroli Nocivelli€6.655.6%
+€10.7m		29.1%PE16.6x
PLC PLC€3.3013.0%
+€9.9m		78.9%PE9.8x

Latest News

OMER
€3.56
OMER
7D
3.8%
1Y
-17.6%
COM
€46.40
Comer Industries
7D
4.3%
1Y
60.6%
CRL
€25.70
Carel Industries
7D
-2.3%
1Y
45.5%
IP
€35.94
Interpump Group
7D
-2.6%
1Y
19.7%

IP: Hold Downgrade And 2026 Pause Will Still Support Upside Potential

Analysts have trimmed their price target for Interpump Group to €45 from €52, reflecting slightly softer assumptions on long term growth and margins. These updated assumptions now point to a modestly lower fair value estimate and a marginally higher required return.
WBD
€2.51
Webuild
7D
-3.2%
1Y
-21.0%

WBD: Neutral Rating Will Still Reveal Upside Through Project Execution

Analysts have trimmed their optimism on Webuild, with the consensus price target reduced to €2.80. Some now see a more balanced risk and reward profile following the recent downgrade to Neutral.
LDO
€52.41
Leonardo
7D
-5.2%
1Y
16.0%
SOM
€18.10
Somec
7D
7.1%
1Y
60.2%
PLC
€3.30
PLC
7D
13.0%
1Y
78.9%

We Think PLC's (BIT:PLC) Solid Earnings Are Understated

Apr 23
We Think PLC's (BIT:PLC) Solid Earnings Are Understated
FCT
€11.86
Fincantieri
7D
-9.2%
1Y
2.7%

FCT: Recent Research Upgrades And Order Pipeline Will Support Future Earnings

Analysts have nudged their price target for Fincantieri slightly higher to about €18.47 per share, reflecting updated assumptions for revenue growth, profit margins, and a lower assumed future P/E multiple following recent research upgrades. Analyst Commentary Recent research upgrades point to a more constructive stance on Fincantieri, with the updated price target of about €18.47 per share framed around revised assumptions for revenue growth, profit margins, and a lower future P/E multiple.
LDB
€12.05
Lindbergh
7D
11.1%
1Y
218.8%
PRY
€123.20
Prysmian
7D
3.3%
1Y
159.5%

PRY: Elevated Expectations And Execution Risks Will Likely Cap Future Share Returns

Prysmian's analyst price targets have moved higher, with recent Street research pointing to raised fair value estimates toward about €68. These are supported by slightly stronger revenue growth and profit margin assumptions and a lower forward P/E outlook, even as some firms flag valuation constraints and trim ratings.
OS
€27.00
Officina Stellare
7D
3.1%
1Y
81.2%
AVIO
€30.72
Avio
7D
-16.7%
1Y
61.7%

AVIO: Long-Term Defense And Space Upside Will Rely On Profitability Improvements

Analysts have trimmed their price target on Avio from €44.10 to €42.50 as they now assume slower revenue growth and a higher discount rate, while still factoring in slightly stronger profit margins and a much higher future P/E multiple. What's in the News Board meeting scheduled for March 12, 2026 to consider approval of the 2025 Annual Report, including draft financial statements, consolidated financial statements, and the sustainability report (company event filing).
ARIS
€3.91
Ariston Holding
7D
-4.5%
1Y
-1.5%

ARIS: North American Expansion And Riello Deal Will Support Future Upside

Analysts have adjusted their fair value estimate for Ariston Holding from €5.06 to €4.68, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Ariston Holding N.V. scheduled a board meeting on March 3, 2026 to approve FY25 consolidated results, which may update you on recent financial and operational trends (company event filing).
DAN
€64.85
Danieli & C. Officine Meccaniche
7D
-4.1%
1Y
117.3%
ABP
€6.65
Azienda Bresciana Petroli Nocivelli
7D
5.6%
1Y
29.1%