I am positive about the mechanical engineering company Dürr with an expected 4% dividend.
The analyst firm Warburg Research has lowered its price target for Dürr from EUR 29.50 to EUR 28.00, but left its rating at "Buy". Analyst Christian Cohrs adjusted his estimates to the rather cautious expectations of the plant engineering company. With regard to incoming orders, he has lowered his expectations even further, he said in a study published on Monday.
Dürr's detailed results for the 2025 financial year were in line with the preliminary figures. Sales amounted to EUR 4.17 billion and were thus down
2.9% below the previous year's figure and slightly below the forecast range, which is attributable to macroeconomic weakness. However, order intake recovered strongly in the fourth quarter to EUR 1.25 billion (+20% year-on-year) after a weak second and third quarter, resulting in a solid order backlog of EUR 3.73 billion at the end of the year. Adjusted EBIT increased by 19% year-on-year and the margin improved by 100 basis points to 5.6%, exceeding targets. The Group reported a net profit of EUR 203.3 million, well above the forecast of
EUR 120 million to EUR 170 million. This was supported by a substantial gain from the sale of the environmental protection technology unit, which, together with advance payments from customers, increased free cash flow (FCF) and enabled a significant debt reduction. For the 2026 financial year, the management is forecasting a largely stable sales trend
(-2% year-on-year on average) and moderate order growth (+3% year-on-year).
(+3% year-on-year) and an adjusted EBIT margin of approx.
5.0% to 6.5%. Following the completion of the portfolio restructuring, Dürr now operates a leaner and more efficient organization. The renewed focus on the core business and cost-cutting measures should support the growth momentum. We confirm our positive stance on Dürr and reiterate our BUY rating with an unchanged price target of
EUR 35.00.
Stop 🛑 Loss set on Northrop yesterday evening
