Belimo


Data centers do the heavy lifting

20/07/26 -"Belimo delivered a strong H1 2026, with sales 4.1% above consensus and EBIT 6.6% ahead. Data centres accounted for over half of absolute sales growth, confirming Belimo’s leading position in ..."

Pages
45
Language
English
Published on
20/07/26
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20/07/26
Following Vossloh’s profit warning, we have reduced our FY26E EPS estimate from €3.50 to €2.92. Vossloh has been more severely affected by the ...

20/07/26
Belimo delivered a strong H1 2026, with sales 4.1% above consensus and EBIT 6.6% ahead. Data centres now account for 23–24% of sales and over half of ...

20/07/26
Belimo delivered a strong H1 2026, with sales 4.1% above consensus and EBIT 6.6% ahead. Data centres accounted for over half of absolute sales ...

17/07/26
Results aligned with revenue expectations, with a marginally improved operating profit. However, reported EBIT fell short due to recurring ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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