RENK Group AG

DB:R3NK Stock Report

Market Cap: €4.4b

RENK Group Future Growth

Future criteria checks 5/6

RENK Group is forecast to grow earnings and revenue by 24.9% and 16.3% per annum respectively. EPS is expected to grow by 25.5% per annum. Return on equity is forecast to be 33.1% in 3 years.

Key information

24.9%

Earnings growth rate

23.99%

EPS growth rate

Machinery earnings growth21.9%
Revenue growth rate16.3%
Future return on equity33.10%
Analyst coverage

Good

Last updated17 Jul 2026

Recent future growth updates

Recent updates

Narrative Update • Jun 25

R3NK: 2026 Revenue Guidance And Dividend Will Support Future Upside

Analysts have raised their price target for RENK Group to €68.15 from €66.88. This reflects updated assumptions on fair value, discount rate and future P/E that slightly adjust the valuation framework while keeping growth and margin expectations broadly in line with prior views.
Narrative Update • Jun 04

R3NK: Higher 2026 Guidance And Dividend Will Support Future Upside

Analysts have trimmed their price target on RENK Group to about €66.88. They link this move to updated assumptions that combine a different discount rate with revised views on revenue growth, profit margins and future P/E levels.
Narrative Update • Apr 21

R3NK: Higher 2026 Revenue Guidance And Rising Dividend Will Support Upside

Analysts have nudged their fair value estimate for RENK Group slightly higher to about €67.47 per share, supported by updated assumptions for discount rate, profit margin and a forward P/E near 32x that align with the recent upgrade in Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the forward P/E near 32x as a sign that investors are willing to pay a premium for RENK Group, which they view as consistent with the recent fair value estimate of about €67.47 per share.
Narrative Update • Apr 07

R3NK: 2026 Revenue Execution And Rising Dividend Are Expected To Drive Upside

Analysts have trimmed their average price target on RENK Group to €76 from €84. This reflects updated views on fair value, discount rate and future P/E assumptions, while still citing supportive research commentary.
Narrative Update • Mar 24

R3NK: Execution On 2026 Revenue And Dividend Plans Will Support Upside Potential

Narrative Update The consensus analyst price target for RENK Group has shifted to €76, slightly below the prior €84 level. Analysts are factoring in updated assumptions around fair value, discount rates and expected revenue growth while maintaining a constructive stance on the shares.
Narrative Update • Mar 08

R3NK: Reset Assumptions And Upgrade Will Support Future Upside Potential

Analysts have trimmed their average price target on RENK Group by €7 to €76, citing updated assumptions around discount rates, growth, and profitability that still support a constructive view on the shares. Analyst Commentary Recent research updates on RENK Group point to a mixed but generally constructive stance, with one firm trimming its price target to €76 and another moving to a more positive rating while keeping a focus on execution and valuation discipline.
Narrative Update • Feb 19

R3NK: Revised Market Assumptions And Upgrades Will Support Future Upside Potential

Analysts have nudged their price expectations for RENK Group higher to €68.26 from €67.22. This reflects updated assumptions around slightly stronger revenue growth, a modestly lower discount rate, and a higher future P/E multiple, despite a small adjustment to profit margin forecasts.
Narrative Update • Feb 05

R3NK: Confirmed Guidance And M&A Ambitions Will Drive Future Upside Potential

Narrative Update on RENK Group The analyst price target for RENK Group has been revised to €76 from €84. Analysts cite updated fair value assumptions, a discount rate of about 6.6%, largely unchanged revenue growth and profit margin expectations, and a future P/E estimate near 34x as key inputs behind the adjustment.
Narrative Update • Jan 21

R3NK: Confirmed Guidance And M&A Focus Will Shape Balanced Future Prospects

Analysts have trimmed their fair value estimate for RENK Group to about €66.39 from €68.12, reflecting slightly softer assumptions for revenue growth, profit margins and future P/E. This is in line with recent Street moves, including a reduced €76 target from Berenberg and a €65 target paired with an upgrade to Neutral at Citi.
Narrative Update • Jan 07

R3NK: Confirmed Guidance And M&A Plans Will Support Future Upside Potential

Analysts have nudged their fair value estimate for RENK Group slightly higher to about €68 per share, citing recent target changes and a view that the shares now sit closer to fair value after the selloff. Analyst Commentary Recent research has shifted to a more balanced view on RENK Group, with the shares now seen as closer to fair value around the mid €60s after the recent pullback.
Narrative Update • Dec 23

R3NK: Defense Demand And Order Book Will Drive Future Upside Potential

Analysts have modestly raised their price target on RENK Group to EUR 65.00 from EUR 63.00, citing the recent share price pullback that has left the stock trading closer to fair value, despite only marginal tweaks to long term growth and discount rate assumptions. Analyst Commentary Analyst sentiment has shifted to a more balanced stance, with the latest move reflecting a view that the recent selloff has largely corrected prior valuation concerns and brought the shares closer to a neutral risk reward profile around the new EUR 65 price target.
Narrative Update • Dec 08

R3NK: European Rearmament Cycle Will Drive Future Upside From Recent Reset

Analysts have raised their price target on RENK Group from EUR 64.80 to EUR 68.79, citing a robust sector backdrop, slightly improved profitability assumptions, and supportive peer research that together justify a modestly higher fair value despite still-elevated valuation multiples. Analyst Commentary Recent research updates present a more balanced stance on RENK Group, with sentiment shifting toward a neutral view as the share price adjusts and the broader defense upcycle gains traction.
Narrative Update • Nov 24

R3NK: Sector Strength And Market Reset Will Drive Balanced Forward Outlook

RENK Group's analyst price target has been reduced from €70.23 to €64.80. This reflects analysts’ view that shares are now more fairly valued, following recent market weakness and tempered growth expectations.
Narrative Update • Nov 09

R3NK: European Defense Spending Cycle Will Support Balanced Performance Outlook

Analysts have lowered their average price target for RENK Group from €72.62 to €70.23. They cite updated fair value models, along with a shift to more neutral views.
Narrative Update • Oct 18

European Defense Budgets And NXP R&D Will Unlock Future Opportunities

Analysts have raised their fair value price target for RENK Group from €70.66 to €72.62. They cite the ongoing European defense build-up and sustained sector optimism, but also note that stock valuations call for selectivity.
Narrative Update • Oct 03

European Defense Budgets And NXP R&D Will Unlock Future Opportunities

Analysts have modestly lowered their price target for RENK Group to approximately €70.66 from €71.45. They cite robust expected revenue growth and profit margin improvements, but note that high sector valuations warrant a more selective outlook.
Narrative Update • Aug 27

European Defense Budgets And NXP R&D Will Unlock Future Opportunities

Analysts have raised their price target on RENK Group to €71.45, citing increased German and NATO defense spending, improved valuation comfort, and the company's strong sector positioning, though some caution remains regarding already optimistic growth assumptions. Analyst Commentary Bullish analysts cite expectations of increased German and NATO defense spending—potentially up to 3.5% of GDP—as supporting ongoing sector growth.
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New Narrative • Feb 14

Acquisition Integration Will Strengthen US Defense Sector Presence

Defense contracts and strong order intake, particularly in VMS, forecast revenue growth and expanded earnings potential.

Earnings and Revenue Growth Forecasts

DB:R3NK - Analysts future estimates and past financials data (EUR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20282,17125222030811
12/31/20271,82619017726312
12/31/20261,55113616825613
3/31/20261,377115119158N/A
12/31/20251,36610094132N/A
9/30/20251,290101145166N/A
6/30/20251,25077137165N/A
3/31/20251,1755794122N/A
12/31/20241,14153138169N/A
9/30/20241,0512065104N/A
6/30/20241,026342455N/A
3/31/2024969314375N/A
12/31/2023926324876N/A
12/31/20228491690116N/A
12/31/2021698-16598N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: R3NK's forecast earnings growth (24.9% per year) is above the savings rate (1.9%).

Earnings vs Market: R3NK's earnings (24.9% per year) are forecast to grow faster than the German market (16.2% per year).

High Growth Earnings: R3NK's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: R3NK's revenue (16.3% per year) is forecast to grow faster than the German market (6.6% per year).

High Growth Revenue: R3NK's revenue (16.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: R3NK's Return on Equity is forecast to be high in 3 years time (33.1%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/17 00:40
End of Day Share Price 2026/07/17 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

RENK Group AG is covered by 15 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
George McwhirterBerenberg
Sebastian GroweBNP Paribas
Tristan SansonBNP Paribas