Rexel Future Growth

Future criteria checks 3/6

Rexel is forecast to grow earnings and revenue by 26.3% and 2.3% per annum respectively. EPS is expected to grow by 26.1% per annum. Return on equity is forecast to be 13% in 3 years.

Key information

26.3%

Earnings growth rate

26.15%

EPS growth rate

Trade Distributors earnings growth	16.1%
Revenue growth rate	2.3%
Future return on equity	12.99%
Analyst coverage	Good
Last updated	09 Dec 2025

Recent future growth updates

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

Jul 31

Recent updates

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

Jul 31

Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital

Jul 20

At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?

Jul 04

Estimating The Intrinsic Value Of Rexel S.A. (EPA:RXL)

May 23

Rexel (EPA:RXL) Will Pay A Dividend Of €1.20

Apr 29

Most Shareholders Will Probably Agree With Rexel S.A.'s (EPA:RXL) CEO Compensation

Apr 22

Rexel (EPA:RXL) Has A Somewhat Strained Balance Sheet

Apr 21

Rexel S.A.'s (EPA:RXL) P/E Is On The Mark

Apr 07

Rexel's (EPA:RXL) Dividend Will Be €1.20

Mar 25

We Think You Can Look Beyond Rexel's (EPA:RXL) Lackluster Earnings

Mar 19

Focus On Electrification And AI Will Boost Future Operational Efficiency

Feb 23 Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges.

Rexel (EPA:RXL) Might Have The Makings Of A Multi-Bagger

Jan 22

Earnings and Revenue Growth Forecasts

ENXTPA:RXL - Analysts future estimates and past financials data (EUR Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2028	21,207	873	N/A	1,193	4
12/31/2027	20,842	790	552	913	10
12/31/2026	19,960	714	554	871	11
12/31/2025	19,390	605	458	787	11
6/30/2025	19,431	248	562	707	N/A
3/31/2025	19,358	293	653	792	N/A
12/31/2024	19,285	339	745	877	N/A
9/30/2024	19,153	519	821	959	N/A
6/30/2024	19,020	698	898	1,041	N/A
3/31/2024	19,087	736	841	992	N/A
12/31/2023	19,153	775	784	942	N/A
9/30/2023	19,268	833	735	888	N/A
6/30/2023	19,382	891	686	834	N/A
3/31/2023	19,042	907	697	837	N/A
12/31/2022	18,702	922	709	840	N/A
9/30/2022	17,708	854	671	794	N/A
6/30/2022	16,715	786	634	748	N/A
3/31/2022	15,703	692	621	733	N/A
12/31/2021	14,690	597	608	718	N/A
9/30/2021	14,147	523	563	671	N/A
6/30/2021	13,605	449	517	625	N/A
3/31/2021	13,099	94	557	666	N/A
12/31/2020	12,593	-261	597	707	N/A
9/30/2020	12,790	-330	634	748	N/A
6/30/2020	12,988	-398	670	790	N/A
3/31/2020	13,365	-97	549	671	N/A
12/31/2019	13,742	204	428	553	N/A
9/30/2019	13,768	144	515	645	N/A
6/30/2019	13,609	201	274	398	N/A
3/31/2019	13,583	155	N/A	592	N/A
12/31/2018	13,366	134	N/A	443	N/A
9/30/2018	13,273	114	N/A	445	N/A
6/30/2018	13,196	103	N/A	491	N/A
3/31/2018	13,170	103	N/A	382	N/A
12/31/2017	13,303	106	N/A	290	N/A
9/30/2017	13,357	168	N/A	327	N/A
6/30/2017	13,315	140	N/A	273	N/A
3/31/2017	13,324	162	N/A	349	N/A
12/31/2016	13,162	138	N/A	364	N/A
9/30/2016	13,214	129	N/A	483	N/A
6/30/2016	13,403	138	N/A	466	N/A
3/31/2016	13,477	102	N/A	386	N/A
12/31/2015	13,538	86	N/A	410	N/A
9/30/2015	13,430	144	N/A	394	N/A
6/30/2015	13,308	173	N/A	391	N/A
3/31/2015	13,042	220	N/A	357	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: RXL's forecast earnings growth (26.3% per year) is above the savings rate (2.1%).

Earnings vs Market: RXL's earnings (26.3% per year) are forecast to grow faster than the French market (12.1% per year).

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

Revenue vs Market: RXL's revenue (2.3% per year) is forecast to grow slower than the French market (5.4% per year).

High Growth Revenue: RXL's revenue (2.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: RXL's Return on Equity is forecast to be low in 3 years time (13%).

Discover growth companies

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/01/05 13:36
End of Day Share Price	2026/01/02 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Rexel S.A. is covered by 26 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
George Featherstone	Barclays
Philip Buller	Berenberg
Alasdair Leslie	Bernstein

Rexel Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

Rexel S.A. Confirms Earnings Guidance for the Fiscal Year 2025

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

Consensus EPS estimates fall by 15%

Rexel S.A. Provides Sales Guidance for the Fiscal Year 2024

Price target increased by 8.4% to €25.25

Price target increased by 7.9% to €24.58

Recent updates

Now 20% overvalued after recent price rise

Now 20% overvalued after recent price rise

Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price

High number of new directors

Rexel S.A. to Report Fiscal Year 2025 Results on Feb 12, 2026

Rexel S.A. Confirms Earnings Guidance for the Fiscal Year 2025

Rexel Group Announces Appointments to Its Executive Committee

We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt

Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

First half 2025 earnings released: EPS: €0.88 (vs €1.17 in 1H 2024)

Rexel S.A. to Report Q3, 2025 Results on Oct 15, 2025

Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital

At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?

Estimating The Intrinsic Value Of Rexel S.A. (EPA:RXL)

Upcoming dividend of €1.20 per share

Rexel (EPA:RXL) Will Pay A Dividend Of €1.20

Rexel S.A. to Report First Half, 2025 Results on Jul 28, 2025

Ahlsell AB reached an agreement to acquire Rexel Finland Oy from Rexel S.A. (ENXTPA:RXL).

Most Shareholders Will Probably Agree With Rexel S.A.'s (EPA:RXL) CEO Compensation

Rexel (EPA:RXL) Has A Somewhat Strained Balance Sheet

Investor sentiment deteriorates as stock falls 16%

Rexel S.A.'s (EPA:RXL) P/E Is On The Mark

Rexel's (EPA:RXL) Dividend Will Be €1.20

Dividend of €1.20 announced

Rexel S.A. announces Annual dividend, payable on May 16, 2025

We Think You Can Look Beyond Rexel's (EPA:RXL) Lackluster Earnings

Now 20% overvalued after recent price rise

Focus On Electrification And AI Will Boost Future Operational Efficiency

New minor risk - Profit margin trend

Full year 2024 earnings released

Consensus EPS estimates fall by 15%

Rexel S.A., Annual General Meeting, Apr 29, 2025

Rexel (EPA:RXL) Might Have The Makings Of A Multi-Bagger

High number of new directors

QXO, Inc. (NasdaqCM:QXO) cancelled the acquisition of Rexel S.A. (ENXTPA:RXL).

New minor risk - Financial position

First half 2024 earnings: EPS misses analyst expectations

Rexel S.A. to Report Fiscal Year 2024 Results on Feb 13, 2025

High number of new directors

Upcoming dividend of €1.20 per share

Now 21% overvalued after recent price rise

Rexel S.A. Provides Sales Guidance for the Fiscal Year 2024

Rexel S.A. Announces Resignation of François Henrot from Directorship Following the April 30Th, 2024 AGM

Dividend of €1.20 announced

Full year 2023 earnings: Revenues and EPS in line with analyst expectations

Rexel S.A. Proposes Dividend for 2023, Payable on May 17, 2024

Rexel S.A. to Report Q2, 2024 Results on Jul 30, 2024

New major risk - Revenue and earnings growth

Rexel S.A. Announces Resignation of Marie-Christine Lombard as Board of Directors

Rexel S.A. Announces Executive Changes

Rexel S.A., Annual General Meeting, Apr 30, 2024

First half 2023 earnings: EPS exceeds analyst expectations

Rexel S.A. to Report Fiscal Year 2023 Results on Feb 15, 2024

Now 21% undervalued

Investor sentiment improves as stock rises 16%

Rexel S.A. (ENXTPA:RXL) agreed to acquire Wasco Holding B.V. from Gilde Equity Management Benelux B.V. and management for an enterprise value of approximately €490 million.

Now 20% undervalued after recent price drop

Upcoming dividend of €1.20 per share at 5.7% yield

Price target increased by 8.4% to €25.25

Price target increased by 7.9% to €24.58

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

Discover growth companies

Company Analysis and Financial Data Status

Data Sources