Key Takeaways Premium segment growth, operational efficiency, and industrial standardization position Alstom for significant margin and earnings expansion beyond consensus expectations. Leadership in green mobility and strong global presence allow Alstom to capitalize on infrastructure trends and recurring revenue from high-value services.Read more
Key Takeaways Shifting mobility trends and protectionist policies threaten Alstom's market access, revenue growth, and create higher operational risks outside its core regions. High leverage, integration setbacks, and tougher competition expose Alstom to margin compression, earnings instability, and long-term profitability challenges.Read more
Key Takeaways Focus on high-quality, margin-accretive orders in Services and Signaling is expected to boost revenue growth and future margins. Industrial restructuring and supply chain management improve operational efficiency, enhancing net margins and financial performance.Read more
Alstom SA provides solutions for rail transport industry in Europe, the Americas, the Asia Pacific, the Middle East, Central Asia, and Africa. The company offers rolling stock solutions comprising people movers and monorails, light rails, metros, commuter trains, regional trains, high-speed trains, and locomotives; asset optimization, connectivity, and security and city mobility solutions; and signaling products, such as urban, mainline, and freight and mining signaling. It also provides APM, monorail, tram, metro, and main line systems; and tracklaying and track solutions, catenary free and ground feeding solutions, electrification solutions, and electromechanical equipment, as well as cybersecurity solutions. In addition, the company offers rail maintenance, modernization, overhaul, parts, repair and overhauls, and support services. Further, it provides various components, including bogies, motors, dampers, brake friction products, switchgears, traction and auxiliary converters, transformers, green traction solutions, interiors, and train control and information systems. The company was founded in 1928 and is based in Saint-Ouen, France.
