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Accelleron Industries AG
(ACLN)
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Rating:71Outperform
Price Target:
CHF86.00
▲(10.47% Upside)
Action:Upgraded
Date:08/27/26
The score is driven primarily by strong financial performance (accelerating growth and high profitability) and a constructive earnings call with raised growth guidance and solid margin targets. This is tempered by elevated leverage and softer free-cash-flow conversion, while technical signals are mixed and valuation is relatively expensive given the high P/E and modest dividend yield.
Positive Factors
Growth and Profitability
Accelerating revenue and strong margins indicate effective execution and attractive economics. The combination supports internal funding of growth and provides resilience if demand moderates, although margin variability remains a consideration.
Negative Factors
Elevated Leverage
Higher leverage increases financial risk and reduces balance-sheet flexibility during cyclical downturns or weaker orders. It may also constrain the company's ability to fund capacity expansion, acquisitions or shareholder returns without additional borrowing.
Read all positive and negative factors
Positive Factors
Negative Factors
Growth and Profitability
Accelerating revenue and strong margins indicate effective execution and attractive economics. The combination supports internal funding of growth and provides resilience if demand moderates, although margin variability remains a consideration.
Read all positive factors
Accelleron Industries AG (ACLN) vs. iShares MSCI Switzerland ETF (EWL)
Market Cap
CHF7.10B
Dividend Yield1.93%
Average Volume (3M)189.77K
Price to Earnings (P/E)38.8
Beta (1Y)0.42
Revenue Growth16.39%
EPS Growth28.78%
CountryCH
Employees3,133
SectorIndustrials
Sector Strength72
IndustryIndustrial - Machinery
Share Statistics
EPS (TTM)2.49
Shares Outstanding94,500,000
10 Day Avg. Volume130,721
30 Day Avg. Volume189,766
Financial Highlights & Ratios
PEG Ratio0.68
Price to Book (P/B)15.29
Price to Sales (P/S)5.51
P/FCF Ratio32.54
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
CHF83.75Price Target Upside7.58% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)3.25
Revenue Forecast (FY)CHF1.47B
Accelleron Industries AG Business Overview & Revenue Model
Company Description
Accelleron Industries AG is a global enterprise specializing in the development, production, distribution, and ongoing support of bespoke turbochargers and advanced digital solutions. These specialized components and services are critical for oper...
How the Company Makes Money
Accelleron makes money through a combination of original equipment and aftermarket/service revenues tied to turbocharging systems for large engines.
1) New equipment (OE) sales: The company generates revenue by selling turbochargers and related h...
Accelleron Industries AG Earnings Call Summary
Earnings Call Date:Aug 27, 2026
(Q2-2026)
| Next Earnings Date:Mar 17, 2027
Earnings Call Sentiment Positive
The call presented a broadly positive operational and financial picture: strong double-digit revenue growth (+21.3% total, +17.2% organic), margin and net income expansion, outperformance in High Speed (notably data center prime power) and an upgraded revenue guidance. Key investments (higher CapEx and infrastructure spending) and temporary working capital impacts weighed on free cash flow conversion and introduce execution risk, while limited pricing realization, OEM capacity allocation (constraining backup power), tariff refund timing, and shorter order visibility create near-term uncertainties. On balance, the positive growth, margin improvements, and upgraded guidance outweigh the challenges, though the company must execute on capacity expansion and working capital management.Positive Updates
Strong Revenue Growth
Group revenues reached USD 737 million, up 21.3% year-over-year; organic growth of 17.2%, driven ~14 percentage points by volume and the remainder by pricing/tariff/CHF effects.
Negative Updates
Free Cash Flow Conversion Decline
Free cash flow was USD 88 million (up from USD 81 million) but cash conversion fell to 58% from 70% in H1 2025, mainly due to increased net working capital (receivables up by ~USD 52 million) and investments to support growth.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Revenue Growth
Group revenues reached USD 737 million, up 21.3% year-over-year; organic growth of 17.2%, driven ~14 percentage points by volume and the remainder by pricing/tariff/CHF effects.
Read all positive updates
Company Guidance
Accelleron raised its full‑year 2026 organic revenue growth guidance to 14–17% (from 9–14%) and reconfirmed an operational EBITA margin target of 25–26%; this follows H1 revenues of USD 737m, H1 organic growth of 17.2% and an H1 operational EBITA margin of 25.7%. For 2026 CapEx is expected at ~5–6% of revenues, and over 2026–28 investment allocation is planned at roughly 20% to Swiss manufacturing/R&D infrastructure, ~50% to equipment replacement and ~30% to additional production capacity (nearly two‑thirds of investments to be made in Switzerland). The guidance assumes no material market or geopolitical deterioration and excludes potential U.S. tariff refunds (which, if passed on, would reduce reported revenues but increase the retained portion’s operational EBITA margin).Accelleron Industries AG Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
70
Positive
Cash Flow
74
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.32B | 1.02B | 914.86M | 780.54M | 756.47M |
| Gross Profit | 579.36M | 471.18M | 385.93M | 352.82M | 355.65M |
| EBITDA | 355.30M | 274.17M | 171.43M | 179.78M | 209.09M |
| Net Income | 244.01M | 170.10M | 101.21M | 122.80M | 138.51M |
Balance Sheet | |||||
| Total Assets | 1.54B | 1.23B | 1.21B | 981.55M | 686.09M |
| Cash, Cash Equivalents and Short-Term Investments | 355.75M | 272.52M | 234.06M | 189.36M | 73.18M |
| Total Debt | 589.37M | 521.34M | 518.62M | 350.90M | 123.18M |
| Total Liabilities | 1.04B | 884.57M | 903.90M | 685.04M | 379.04M |
| Stockholders Equity | 476.90M | 331.85M | 287.28M | 283.78M | 288.85M |
Cash Flow | |||||
| Free Cash Flow | 224.05M | 177.60M | 108.99M | 98.96M | 134.43M |
| Operating Cash Flow | 285.65M | 216.13M | 145.19M | 133.39M | 163.28M |
| Investing Cash Flow | -66.02M | -97.18M | -128.96M | -34.09M | -27.76M |
| Financing Cash Flow | -160.69M | -66.54M | 19.61M | 28.87M | -66.23M |
Accelleron Industries AG Technical Analysis
Positive
77.85
Price Trends
77.37
Positive
78.99
Negative
72.97
Positive
Market Momentum
-0.04
Negative
56.71
Neutral
23.30
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CH:ACLN, the sentiment is Positive. The current price of 77.85 is above the 20-day moving average (MA) of 74.90, above the 50-day MA of 77.37, and above the 200-day MA of 72.97, indicating a bullish trend. The MACD of -0.04 indicates Negative momentum. The RSI at 56.71 is Neutral, neither overbought nor oversold. The STOCH value of 23.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CH:ACLN.
Accelleron Industries AG Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | CHF3.09B | 17.42 | ― | 2.04% | -4.06% | -17.81% | |
71 Outperform | CHF7.10B | 38.83 | 57.76% | 1.95% | 16.39% | 28.78% | |
67 Neutral | CHF5.35B | 17.77 | 24.15% | 3.36% | -2.55% | 11.09% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
55 Neutral | CHF1.65B | 5.07 | ― | 17.71% | -21.08% | ― | |
41 Neutral | CHF4.58B | -34.39 | ― | 2.58% | -20.47% | -148.37% |
* Industrials Sector Average
CH:ACLN
Accelleron Industries AG
77.85
9.40
13.73%
CH:OERL
OC Oerlikon Corporation AG
5.21
2.91
126.92%
CH:BUCN
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316.00
-57.49
-15.39%
CH:KLIN
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11.15
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-9.72%
CH:GF
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56.40
-4.69
-7.68%
CH:SUN
Sulzer AG
159.40
13.82
9.50%
Accelleron Industries AG Corporate Events
Accelleron lifts 2026 growth guidance on strong half-year and data center demand
Aug 27, 2026
Accelleron reported a strong first half of 2026, with revenue rising 21.3% to USD 737.3 million and net profit jumping 31.5% to USD 150.8 million, driven by robust marine demand and growing primary energy applications for U.S. data centers. Operat...
Accelleron Names New Head of Service Division as Leadership Shifts at Subsidiary OMT
Aug 5, 2026
Accelleron Industries AG is a global provider of turbochargers, fuel injection and digital solutions for heavy-duty marine and energy applications, operating from more than 100 locations in over 50 countries. With a workforce of more than 3,200 em...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.