Vossloh AG

Vossloh AG has secured a €100 million contract with Rete Ferroviaria Italiana to supply switches for Italy's high-speed rail network over six years. The agreement includes manganese crossings and other components, with the first deliveries expected in 2025. This initiative is part of FS Group's broader investment strategy to enhance Italy's rail infrastructure.

Reuters

Vossloh wins €100 million contract to supply switches for Italy's high-speed rail network

Quirin Privatbank has maintained a "Buy" rating on Vossloh AG, lowering the price target from €102 to €94 after the company's solid Q3 2025 results. This adjustment considers the expected negative EBIT impact from the Sateba integration in the first 24 months. Despite a slight decline in order intake and net income margin, Vossloh's shares have risen 84% year-to-date, fueled by strong sales and investor interest in the infrastructure sector. The firm remains optimistic about Vossloh's long-term prospects due to ongoing demand for rail sector investments.

Quirin Privatbank Maintains Buy on Vossloh AG With Reduced €94 Price Target

Vossloh AG reported a 9.1% increase in Q3 sales to €325.9 million, with EBIT rising 13.4% to €31.3 million. For the first nine months, sales reached €908.5 million, up 5.7%. Orders received in Q3 surged 26.8% to €324.8 million, while the order backlog stood at €856.3 million. Free cash flow improved to €44.4 million. The acquisition of Sateba is expected to enhance growth, although integration costs may impact EBIT initially. Vossloh anticipates Sateba's sales to contribute €330-350 million in 2025, with growth across all divisions except for Germany.

Vossloh AG Q3 sales rise 9.1% to €325.9 million, EBIT up 13.4%

Vossloh AG :VOSSLOH AG - WINS MAJOR CONTRACT IN CHINAVOSSLOH AG - DELIVERIES PLANNED FOR 2027VOSSLOH AG - CONTRACT WORTH NEARLY €20 MILLION

Vossloh AG - Wins Contract to Supply Fastening Systems In China

Vossloh AG (ETR:VOS) shares rose 0.3% to €87.40 ($101.63) during mid-day trading, with a market cap of $1.68 billion. The stock's 50-day moving average is €88.09, and it has a PE ratio of 30.79. Despite the slight increase, analysts maintain a Hold rating on Vossloh, suggesting that there are better investment options available. The stock's trading volume was down 48% from its average, indicating reduced investor activity.

Market Beat

Vossloh (ETR:VOS) Stock Price Up 0.3%  - What's Next?

Vossloh AG has completed the acquisition of Sateba, a European manufacturer of concrete railway sleepers, for approximately €450 million. Sateba, with 1,000 employees and annual sales of €350 million, will enhance Vossloh's portfolio in Europe. Following the acquisition, Vossloh updated its 2025 financial outlook, projecting revenues of €1.33 to €1.4 billion and EBIT of €116 to €126 million, considering integration costs and other factors.

Vossloh AG Completes Acquisition of Sateba, Expands European Portfolio

Vossloh AG (ETR:VOS) has experienced a 20% share price increase recently, nearing its yearly peak. Analysts suggest the stock is fairly valued, trading about 15% below its intrinsic value of €103.16. Future earnings are expected to grow by 64%, indicating a positive outlook. However, potential investors may want to wait for a price drop, as the stock is currently trading at fair value. It's essential to consider the company's financial strength and other factors before making investment decisions.

Simplywall

Is Now The Time To Look At Buying Vossloh AG (ETR:VOS)?

Quirin Privatbank has reaffirmed a "Buy" rating for Vossloh AG, setting a price target of EUR 102 after the company's strong Q2 2025 results and a substantial order backlog. The firm emphasizes Vossloh's solid operating performance and strategic growth initiatives, despite a slight dip in order intake and book-to-bill ratio. Management is optimistic about securing more orders in the second half of the year to meet net income forecasts.

Quirin Privatbank Reaffirms "Buy" Rating for Vossloh AG with Price Target of EUR 102 Following Solid Q2 2025 Results

Vossloh AG reported H1 EBIT of EUR 44.9 million, with revenue at EUR 582.6 million and net income of EUR 34.7 million. The EBITDA margin stood at 12.7%, while EPS was EUR 1.5. The company confirmed its growth outlook for 2025, targeting EBIT of EUR 110-120 million. The order backlog as of June 30, 2025, is EUR 865.8 million. Vossloh expects the completion of the Sateba acquisition in the coming months, with a forecast that does not yet include this acquisition.

Vossloh H1 EBIT At EUR 44.9 Million

Vossloh AG reported H1 2025 revenues of €1,209.6 million, with significant growth in its Lifecycle Solutions division, up 14.2% to €101.7 million. However, EBIT fell to €1.7 million from €7.3 million due to project mix issues. The Customized Modules division saw a 7.1% increase in sales to €282.5 million, with EBIT rising to €32.0 million. The company confirmed its full-year sales outlook of €1.25-1.325 billion and expects EBIT of €110-120 million. The acquisition of Sateba is anticipated to enhance EBIT significantly within 24 months.

Vossloh AG Reports H1 2025 Revenue Growth to €1,209.6 Million; Confirms Full-Year Sales Outlook of €1.25-1.325 Billion

Vossloh AG (ETR:VOS) reported first-quarter results in line with analyst expectations, achieving revenues of €251m and earnings per share of €3.56. Following these results, analysts have become more optimistic, raising their 2025 revenue forecast to €1.38b and EPS to €3.95. The consensus price target increased by 15% to €65.25, reflecting improved earnings estimates. Analysts expect Vossloh to grow at an annualized rate of 22%, outpacing the industry average of 5%. Overall, the outlook for Vossloh appears positive, with upgraded earnings estimates and a favorable growth trajectory.

Vossloh AG (ETR:VOS) Analysts Are Pretty Bullish On The Stock After Recent Results

Vossloh AG reported a decline in Q1 2025 profit, with net income falling to 6.9 million euros from 10.6 million euros year-over-year, impacted by weak sales revenues. Order intakes also decreased, totaling 339.2 million euros compared to 350.1 million euros last year. Despite these challenges, the company confirmed its fiscal 2025 outlook, expecting sales revenues between 1.25 billion euros and 1.33 billion euros, with anticipated EBIT of 110 million to 120 million euros.