Knorr-Bremse (KBX) Aandelenoverzicht
Knorr-Bremse AG ontwikkelt, produceert en verkoopt samen met haar dochterondernemingen wereldwijd remsystemen voor spoor- en bedrijfsvoertuigen en andere veiligheidskritische systemen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 3/6 |
KBX Community Fair Values
Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Knorr-Bremse AG Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | €102.80 |
| 52 Week Hoogtepunt | €115.60 |
| 52 Week Laag | €77.40 |
| Bèta | 1.11 |
| 1 maand verandering | -1.25% |
| 3 maanden verandering | 3.16% |
| 1 Jaar Verandering | 12.91% |
| 3 jaar verandering | 68.64% |
| 5 jaar verandering | 1.08% |
| Verandering sinds IPO | 25.92% |
Recent nieuws en updates
Narratiefupdate • Aug 13
KBX: Higher 2026 Guidance And Mixed Ratings Will Support Future Margin Upside
Analysts have raised their fair value estimate for Knorr-Bremse to €119.20 from €116.53, reflecting recent increases in price targets from several banks and updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Knorr-Bremse shows a mix of optimism on the stock's valuation and some caution on its risk profile.
Narratiefupdate • Jul 30
KBX: Higher Rail Expectations Will Increase Downside Risk From Margin Execution
Knorr-Bremse's updated fair value estimate has increased to €93.71 from €91.85. This change reflects analysts' slightly stronger assumptions on revenue growth and valuation multiples, following a series of recent price target increases to €108, €116 and €126.Narratiefupdate • Jul 14
KBX: Rail And Truck Cycles Will Support Future Margin Upside
The updated analyst price target for Knorr-Bremse moves modestly higher to about €116.53 from about €113.67. This reflects analysts' recent target raises that are linked to adjusted fair value estimates, a slightly lower discount rate, steadier revenue growth assumptions, a marginally higher profit margin outlook, and a reduced future P/E expectation.Recent updates
Narratiefupdate • Aug 13
KBX: Higher 2026 Guidance And Mixed Ratings Will Support Future Margin Upside
Analysts have raised their fair value estimate for Knorr-Bremse to €119.20 from €116.53, reflecting recent increases in price targets from several banks and updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Knorr-Bremse shows a mix of optimism on the stock's valuation and some caution on its risk profile.Narratiefupdate • Jul 30
KBX: Higher Rail Expectations Will Increase Downside Risk From Margin Execution
Knorr-Bremse's updated fair value estimate has increased to €93.71 from €91.85. This change reflects analysts' slightly stronger assumptions on revenue growth and valuation multiples, following a series of recent price target increases to €108, €116 and €126.Narratiefupdate • Jul 14
KBX: Rail And Truck Cycles Will Support Future Margin Upside
The updated analyst price target for Knorr-Bremse moves modestly higher to about €116.53 from about €113.67. This reflects analysts' recent target raises that are linked to adjusted fair value estimates, a slightly lower discount rate, steadier revenue growth assumptions, a marginally higher profit margin outlook, and a reduced future P/E expectation.
Narratiefupdate • Jun 30
KBX: Raised Fair Value Estimate And 2026 Guidance Confirmation Should Support Upside
Knorr-Bremse's updated analyst fair value estimate has moved from €129.0 to €133.0, supported by recent Street research that raised price targets to €108, €116 and €123 as analysts highlight the stock's pricing relative to their views on its quality. Analyst Commentary Recent Street research on Knorr-Bremse shows a cluster of higher fair value opinions, with price targets ranging from €108 to €123.Narratiefupdate • Jun 16
KBX: Upgraded Rail Outlook Will Expose Risk In Margin Execution
The analyst price target for Knorr-Bremse has moved higher to €123, up from €116. Analysts attribute this change to what they consider an inexpensive valuation for the stock, given its perceived quality in the capital goods sector.Narratiefupdate • Jun 01
KBX: Strong 2026 Cycle Execution And Q1 Performance Should Support Upside
Knorr-Bremse's analyst fair value estimate has been lifted from €125 to €129, as analysts point to recent price target increases from several banks and describe the stock as inexpensive for a high-quality capital goods company. Analyst Commentary Recent Street research has tilted more positive on Knorr-Bremse, with several bullish analysts lifting fair value estimates and price targets.Narratiefupdate • May 13
KBX: Rail Strength And Truck Recovery Will Drive Future Margin Delivery
Knorr-Bremse's updated analyst price target moves from €100.58 to €113.67. This reflects analysts' revised assumptions for higher revenue growth and profit margins, as seen in a series of recent target increases and list additions from major banks.Analyse-artikel • May 11
Knorr-Bremse AG Just Missed EPS By 6.5%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for Knorr-Bremse AG ( ETR:KBX ), which a week ago released some disappointing...Narratiefupdate • Apr 23
KBX: Rail And Truck Cycle Exposure Will Shape Bullish 2026 Outlook
Analysts have raised the Knorr-Bremse price target to €125, with the change mainly supported by higher assumptions for revenue growth and profit margins, alongside Street research highlighting rail growth, truck cycle exposure and multiple recent target increases from major banks. Analyst Commentary Recent Street research has tilted firmly positive, with several bullish analysts lifting their price targets and, in some cases, backing that up with high conviction ratings.Narratiefupdate • Apr 09
KBX: Rail Optimism Will Expose Risk In Truck Cycle Execution
Knorr-Bremse's updated analyst price target has edged higher, in line with modestly adjusted fair value and cash flow inputs. Analysts highlight the company's rail growth profile and potential cyclical support from trucks, reflected in a series of recent price target lifts to a range of about €112 to €131.Narratiefupdate • Mar 25
KBX: Rich Rail Hopes Will Expose Truck Cycle Recovery Execution Risk
Analysts have lifted their price targets for Knorr-Bremse into a roughly €112 to €131 range, citing stronger expectations for rail growth, potential truck cycle recovery, and a willingness to apply higher future P/E multiples, despite mixed views from some houses. Analyst Commentary Recent research on Knorr-Bremse points to a wide but generally constructive range of price targets, with large houses setting reference levels between €112 and €131.Narratiefupdate • Mar 09
KBX: Elevated Rail And Truck Hopes Will Magnify Execution Downside Risk
Analysts have lifted their average price targets on Knorr-Bremse to a range of roughly €116 to €131, citing stronger expectations around rail growth, a potential cyclical recovery in trucks, and improved profitability assumptions, alongside a slightly lower discount rate and reduced future P/E. Analyst Commentary Recent research on Knorr-Bremse points to a generally constructive stance on the shares, with several large banks revisiting their models and valuation frameworks.Narratiefupdate • Feb 23
KBX: Updated 2026 Guidance And Long-Term P/E Assumptions Will Frame Balanced Outlook
Analysts have raised their price target on Knorr-Bremse from €110 to €125, citing updated assumptions for revenue growth, profit margins and long-term P/E, even as some recent research, such as the DZ Bank downgrade, reflects a more cautious stance. Analyst Commentary Bullish analysts are framing the higher €125 price target as a sign that they see the current valuation as leaving room for upside if management delivers on its plans.Narratiefupdate • Feb 09
KBX: Higher Assumed P/E Will Drive Downside Risk From Execution Missteps
Analysts now see fair value for Knorr-Bremse at €86.00, up from €82.31, reflecting updated assumptions on revenue growth, profit margins and a higher future P/E, even as some recent research, such as DZ Bank's downgrade, has turned more cautious on the shares. Analyst Commentary Recent research carries a more cautious tone around Knorr-Bremse, with bearish analysts questioning how much upside is left at the current fair value level of €86.00.Analyse-artikel • Feb 02
Is Knorr-Bremse (ETR:KBX) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narratiefupdate • Jan 25
KBX: Fair Outlook Will Rest On 2025 Margin Delivery
Narrative Update on Knorr-Bremse The analyst price target for Knorr-Bremse has been revised higher from about €89.67 to €100.58, with analysts pointing to updated assumptions on fair value and P/E, alongside recent Street targets in the €91 to €94 range, as key inputs to the new view. Analyst Commentary Recent Street research on Knorr-Bremse sits in a relatively tight band, with price targets clustered around €91 to €94.Analyse-artikel • Jan 18
Investors Still Waiting For A Pull Back In Knorr-Bremse AG (ETR:KBX)
With a price-to-earnings (or "P/E") ratio of 37.2x Knorr-Bremse AG ( ETR:KBX ) may be sending very bearish signals at...Narratiefupdate • Jan 11
KBX: Confirmed 2025 Guidance And Higher Assumed P/E Will Support Upside Potential
We are nudging our fair value estimate for Knorr-Bremse to €110 from €108, reflecting analysts' slightly lower price targets, including recent moves to €91 and €94, and updated assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on Knorr-Bremse has centered on modestly revised price targets that still sit meaningfully below our updated fair value estimate of €110.Narratiefupdate • Dec 27
KBX: Margin Discipline And Confirmed 2025 Guidance Will Support Upside Potential
We raise our Knorr-Bremse fair value estimate to EUR 108 from EUR 104. This reflects analysts' slightly lower but still constructive price targets, as well as expectations for modestly softer revenue growth offset by a firmer profit margin and a lower future valuation multiple.Narratiefupdate • Dec 13
KBX: Future Margin Execution Will Drive Downside Risk At Current Levels
Analysts have modestly lifted their fair value estimate for Knorr-Bremse from EUR 66.82 to EUR 82.31, reflecting slightly higher discount rates and valuation multiples despite recent small cuts to official price targets. Analyst Commentary Recent Street research has been characterized by marginally lower price targets and a generally cautious tone, even as the stock continues to trade near prior valuation ranges.Narratiefupdate • Nov 28
KBX: Outlook Will Balance Margin Pressures With Execution And Market Stability
Knorr-Bremse's analyst fair value estimate has increased modestly to €89.67. Analysts cite slightly lower growth and profit expectations, which are partially offset by recent price target adjustments by major firms.Analyse-artikel • Nov 25
Is Now An Opportune Moment To Examine Knorr-Bremse AG (ETR:KBX)?
Knorr-Bremse AG ( ETR:KBX ) saw significant share price movement during recent months on the XTRA, rising to highs of...Analyse-artikel • Nov 02
Knorr-Bremse AG Just Missed Earnings - But Analysts Have Updated Their Models
It's shaping up to be a tough period for Knorr-Bremse AG ( ETR:KBX ), which a week ago released some disappointing...Analyse-artikel • Oct 31
Some Investors May Be Worried About Knorr-Bremse's (ETR:KBX) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analyse-artikel • Oct 17
These 4 Measures Indicate That Knorr-Bremse (ETR:KBX) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyse-artikel • Sep 08
The Price Is Right For Knorr-Bremse AG (ETR:KBX)
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Nieuw narratief • Nov 12
Sustainable Boosts And Rail Demand Drive Growth Amid Market Challenges
Strong order intake and rail sector demand, especially in Asia Pacific, indicate potential future revenue growth and positive market positioning.Rendement voor aandeelhouders
| KBX | DE Machinery | DE Markt | |
|---|---|---|---|
| 7D | 2.3% | 0.1% | -0.6% |
| 1Y | 12.9% | 0.1% | 2.7% |
Rendement versus industrie: KBX overtrof de German Machinery industrie, die het afgelopen jaar een rendement 0.1 % opleverde.
Rendement versus markt: KBX overtrof de German markt, die het afgelopen jaar een rendement opleverde van 2.7 %.
Prijsvolatiliteit
| KBX volatility | |
|---|---|
| KBX Average Weekly Movement | 3.8% |
| Machinery Industry Average Movement | 4.3% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in DE Market | 12.9% |
| 10% least volatile stocks in DE Market | 2.6% |
Stabiele aandelenkoers: KBX heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de German markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van KBX is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1905 | 26,629 | Marc Llistosella Y Bischoff | www.knorr-bremse.com |
Knorr-Bremse AG ontwikkelt, produceert en verkoopt samen met haar dochterondernemingen wereldwijd remsystemen voor railvoertuigen en bedrijfswagens en andere veiligheidskritische systemen. Het bedrijf is actief in twee segmenten, Rail Vehicle Systems en Commercial Vehicle Systems. Het segment Systemen voor railvoertuigen biedt remsystemen, ingangs- en HVAC-systemen, sanitaire systemen, koppelingssystemen, digitale oplossingen, slimme diensten voor het optimaliseren van het treinverkeer, stroomelektronica, computing en communicatie (RCC)/TCMS, signaleringssystemen, stationaire en mobiele testapparatuur, ruitenwisser- en wassystemen en uitgebreide aftermarket-oplossingen.
Knorr-Bremse AG Samenvatting
| KBX fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | €15.96b |
| Inkomsten(TTM) | €585.00m |
| Inkomsten(TTM) | €8.03b |
28.3x
Koers/Winstverhouding2.1x
P/S-verhoudingIs KBX overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| KBX resultatenrekening (TTM) | |
|---|---|
| Inkomsten | €8.03b |
| Kosten van inkomsten | €3.75b |
| Brutowinst | €4.28b |
| Overige uitgaven | €3.69b |
| Inkomsten | €585.00m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
Oct 29, 2026
| Winst per aandeel (EPS) | 3.63 |
| Brutomarge | 53.25% |
| Nettowinstmarge | 7.29% |
| Schuld/Eigen Vermogen Verhouding | 59.1% |
Hoe presteerde KBX op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.8%
Huidig dividendrendement52%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/21 22:49 |
| Aandelenkoers aan het einde van de dag | 2026/08/21 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Knorr-Bremse AG wordt gevolgd door 21 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Vladimir Sergievskii | Barclays |
| Yasmin Steilen | Berenberg |
| Christoph Blieffert | BNP Paribas |