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Knorr-Bremse (DE:KBXA)
FRANKFURT:KBXA

Knorr-Bremse (KBXA) Price & Analysis

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KBXA Stock Chart & Stats

€26.00
€0.20(0.78%)
At close: 4:00 PM EDT
€26.00
€0.20(0.78%)

Bulls Say, Bears Say

Bulls Say
Strong Free Cash Flow GenerationSustained FCF (~$784M, ~75% of net income) provides durable funding for capex, working capital, M&A and shareholder returns. High cash conversion relative to earnings strengthens financial resilience through cycles and supports strategic investment without relying on external financing.
Improving Operating Margins And ProductivityMaterial YoY margin expansion (+140bps) and structural productivity actions (BOOST) indicate sustainable cost discipline. Higher revenue per employee and targeted efficiency programs suggest durable margin upside and better resilience to input-cost swings over the next several quarters.
Robust Rail Backlog And Recurring AftermarketA deep RVS backlog (>€5.9bn, +7%) plus a large installed base underpin multi-year OE revenue visibility and recurring aftermarket demand. High aftermarket share in rail provides steady, less cyclical cash flow and margin support across equipment lifecycles.
Bears Say
Meaningful Financial LeverageDebt nearly equals equity, leaving limited balance-sheet cushion. This reduces flexibility for counter-cyclical investment or opportunistic M&A, increases interest-rate and refinancing sensitivity, and tightens management choices if margins or cash flow deteriorate.
North America Truck Market WeaknessSustained weakness in Class 8 production pressures CVS OE volumes where exposure to truck platforms is structural. Multi-quarter declines in truck builds can materially reduce OEM shipments and aftermarket growth, weighing on revenue and utilization in the truck-facing businesses.
HVAC Divestment Timing UncertaintyDelayed disposal creates execution and margin uncertainty relative to guidance and portfolio strategy. Prolonged divestment processes can tie up management attention, delay expected margin improvement or cash proceeds, and leave short-term guidance vulnerable to timing shifts.

Knorr-Bremse News

KBXA FAQ

What was Knorr-Bremse’s price range in the past 12 months?
Knorr-Bremse lowest stock price was €19.20 and its highest was €28.80 in the past 12 months.
    What is Knorr-Bremse’s market cap?
    Knorr-Bremse’s market cap is €17.33B.
      When is Knorr-Bremse’s upcoming earnings report date?
      Knorr-Bremse’s upcoming earnings report date is Oct 29, 2026 which is in 90 days.
        How were Knorr-Bremse’s earnings last quarter?
        Knorr-Bremse released its earnings results on Jul 30, 2026. The company reported €0.272 earnings per share for the quarter, missing the consensus estimate of €0.281 by -€0.01.
          Is Knorr-Bremse overvalued?
          According to Wall Street analysts Knorr-Bremse’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Knorr-Bremse pay dividends?
            Knorr-Bremse does not currently pay dividends.
            What is Knorr-Bremse’s EPS estimate?
            Knorr-Bremse’s EPS estimate is 0.28.
              How many shares outstanding does Knorr-Bremse have?
              Knorr-Bremse has 644,800,000 shares outstanding.
                What happened to Knorr-Bremse’s price movement after its last earnings report?
                Knorr-Bremse reported an EPS of €0.272 in its last earnings report, missing expectations of €0.281. Following the earnings report the stock price went up 6.504%.
                  Which hedge fund is a major shareholder of Knorr-Bremse?
                  Currently, no hedge funds are holding shares in DE:KBXA
                  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

                    Knorr-Bremse Stock Smart Score

                    5
                    Neutral
                    1
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                    10

                    Technicals

                    SMA
                    Positive
                    20 days / 200 days
                    Momentum
                    56.31%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    1.72%
                    Trailing 12-Months
                    Asset Growth
                    3.23%
                    Trailing 12-Months

                    Company Description

                    Knorr-Bremse

                    Knorr-Bremse AG, established in 1905 and headquartered in Munich, Germany, is a global leader in designing, manufacturing, selling, and maintaining advanced systems for both railway and commercial vehicles. The company operates through two primary divisions: Rail Vehicle Systems and Commercial Vehicle Systems. In its Rail Vehicle Systems segment, Knorr-Bremse provides a wide range of solutions for mass transit and long-distance trains. These offerings include braking, door, and climate control (HVAC) systems; power electronics and control technology; digital tools for optimizing rail traffic; couplers; signal systems; portable and fixed testing equipment; window wiper and wash systems; and onboard sanitary facilities. For the Commercial Vehicle Systems division, the company delivers essential components for trucks, buses, trailers, and agricultural machinery. This encompasses sophisticated braking systems (including brake control, disk and drum brakes, cylinders, valves, and pedal units); steering and vehicle dynamics solutions; driver assistance technologies; automated driving and electronic leveling controls; energy supply and distribution systems (such as compressors and air treatment products); and engine and transmission control components. Furthermore, Knorr-Bremse extends its business activities to include various support services like leasing, corporate holding functions, logistics management, and media and information technology assistance. Knorr-Bremse Aktiengesellschaft operates as a subsidiary of KB Holding GmbH.

                    Knorr-Bremse (KBXA) Earnings & Revenues

                    KBXA Company Deck

                    KBXA Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a broadly positive tone: strong operational execution (notably margin expansion across both divisions), record RVS backlog, CVS profitability rebound, disciplined capital allocation and confirmed guidance. Headwinds are present—China normalization, North American truck market weakness, HVAC divestment timing and geopolitical supply‑chain risk—but management presented concrete mitigation actions (BOOST and portfolio rotation), productivity gains, and a resilient aftermarket mix. On balance the positive drivers (margin recovery, backlog, ROCE, FCF improvement and confirmed guidance) outweigh the manageable lowlights.View all DE:KBXA earnings summaries
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