Report
Delphine Brault ...
  • Quentin Borie

Stadler Rail AG : 2024, encore une année de transition

>La croissance et la marge en-dessous des attentes en 2023 - Stadler a publié hier matin ses résultats 2023 inférieurs de 11% aux attentes au niveau de l’EBIT (cf. notre first take). Les prises de commandes ont atteint 6.8 MdCHF (en ligne avec le css). Le chiffre d’affaires était en baisse de 4% (-1% hors effets de change) à 3.6 MdCHF, 5% sous les attentes. La marge d’EBIT a atteint 5.1% (-40 pb) alors que le consensus anticipait 5.4%. Le groupe a généré un FCF de 74...
Underlying
Stadler Rail AG

Stadler Rail AG is a Switzerland-based company engaged in design and manufacturing of rail vehicles. The Company's product portfolio includes suburban and regional transport trains, light rail vehicles, trams, high-speed and intercity trains, city transport vehicles, locomotives, passenger trains and tailor-made vehicles. The Company serves customers worldwide.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Delphine Brault

Quentin Borie

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