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BELIMO Holding AG (DE:8RJ)
FRANKFURT:8RJ

BELIMO Holding AG (8RJ) Price & Analysis

1 Followers

8RJ Stock Chart & Stats

€909.50
€6.50(0.73%)
At close: 4:00 PM EDT
€909.50
€6.50(0.73%)

Bulls Say, Bears Say

Bulls Say
Data-center-led GrowthStrong growth in data-center applications expands Belimo’s exposure to a structural demand area, particularly liquid cooling. The segment’s rising sales contribution and broad regional momentum can support sustained revenue growth while capacity and product investments deepen its market position.
High Profitability And ReturnsHigh operating profitability and returns indicate that Belimo converts its specialized HVAC position into substantial earnings. Sustained margins above 20% provide internal funding for capacity, innovation, and market expansion while strengthening resilience across the business cycle.
Energy-efficiency Retrofit DemandDemonstrated energy savings and short customer paybacks strengthen the case for Belimo’s retrofit products. This supports durable demand from renovation, building automation, and decarbonization activity, reducing reliance on new construction and reinforcing the value of its solutions.
Bears Say
Cash-flow Conversion PressureLower cash conversion means reported earnings are translating less efficiently into deployable cash. Elevated receivables, inventory optimization, and investment spending can constrain near-term financial flexibility until working-capital requirements normalize.
Construction Weakness In EMEAWeak EMEA new-build activity can limit volume growth in an important market and shift the sales mix toward renovation projects. Although retrofit demand is supportive, prolonged construction softness may make regional growth more dependent on project timing and conversion.
Capacity And Execution ConstraintsStrong data-center demand does not automatically translate into immediate revenue when customer deployments and Belimo’s execution capacity are constrained. Delayed project conversion could moderate growth, while ramping resources and capacity may also pressure margins during expansion.

BELIMO Holding AG News

8RJ FAQ

What was BELIMO Holding AG’s price range in the past 12 months?
BELIMO Holding AG lowest stock price was €669.00 and its highest was €1047.00 in the past 12 months.
    What is BELIMO Holding AG’s market cap?
    BELIMO Holding AG’s market cap is €10.14B.
      When is BELIMO Holding AG’s upcoming earnings report date?
      BELIMO Holding AG’s upcoming earnings report date is Mar 01, 2027 which is in 126 days.
        How were BELIMO Holding AG’s earnings last quarter?
        BELIMO Holding AG released its earnings results on Jul 20, 2026. The company reported €11.028 earnings per share for the quarter.
          Is BELIMO Holding AG overvalued?
          According to Wall Street analysts BELIMO Holding AG’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does BELIMO Holding AG pay dividends?
            BELIMO Holding AG does not currently pay dividends.
            What is BELIMO Holding AG’s EPS estimate?
            BELIMO Holding AG’s EPS estimate is 8.75.
              How many shares outstanding does BELIMO Holding AG have?
              BELIMO Holding AG has 12,300,000 shares outstanding.
                What happened to BELIMO Holding AG’s price movement after its last earnings report?
                BELIMO Holding AG reported an EPS of €11.028 in its last earnings report. Following the earnings report the stock price went down -3.753%.
                  Which hedge fund is a major shareholder of BELIMO Holding AG?
                  Currently, no hedge funds are holding shares in DE:8RJ
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    BELIMO Holding AG

                    BELIMO Holding AG, a Swiss enterprise founded in Hinwil in 1975, is engaged in the development, manufacturing, and global distribution of specialized products for heating, ventilation, and air conditioning (HVAC) systems. The company serves markets across Europe, the Americas, and the Asia Pacific, providing an extensive portfolio that includes damper actuators, control valves, sensors, and meters. Their damper actuators are versatile, supporting a variety of applications such as on/off, modulating, and communicating controls, in addition to critical life safety systems. These components are integral to equipment like air handlers, economizer and variable air volume (VAV) terminal units, fan coil units, unit ventilators, and fire/smoke dampers. BELIMO's comprehensive range of control valves encompasses various types: pressure-dependent options including characterized control, quick compact, and butterfly valves; mechanical pressure-independent valves designed for complex flow challenges, featuring quick compact and characterized models; advanced electronic pressure-independent valves; and cutting-edge Internet of Things (IoT) cloud-connected pressure-independent valves. The company also supplies highly accurate sensors to monitor key environmental factors such as temperature, humidity, pressure, carbon dioxide (CO2), and volatile compounds in both pipe and duct environments. Beyond products, BELIMO delivers system solutions focused on enhancing energy efficiency and offers retrofit packages for modernizing existing valve assemblies, actuators, or damper actuators.

                    BELIMO Holding AG (8RJ) Earnings & Revenues

                    8RJ Company Deck

                    8RJ Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong operational and financial performance in H1 2026: broad-based double‑digit local currency revenue growth, robust margin and profit expansion, significant data center momentum, and continued investments in capacity and product innovation. These positives are tempered by notable short-term headwinds — an unfavorable FX impact, lower free cash flow due to higher working capital and CapEx, tariff uncertainty, macro/geopolitical risks, and potential H2 margin pressure as ramping costs and base effects reduce relative growth. On balance, the company appears execution-focused and financially robust while being candid about risks that may limit near‑term upside.View all DE:8RJ earnings summaries

                    8RJ Stock 12 Month Forecast

                    Average Price Target

                    €1,115.43
                    ▲(22.64% Upside)
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