Renk Group AG
Industrials · EUR
Price
€53.89
Cap
€5.4B
Earnings
3/4 beat
30d Trend
+0%
Lower half of range — may offer entry value
Target range: €63 – €76 (consensus: €70.75)
Consensus: Strong Buy
Earnings history
Q4 2025
BEAT
0.45 vs 0.41
Q3 2025
BEAT
0.24 vs 0.065
Q2 2025
BEAT
0.3 vs 0.21
Q1 2025
MISS
0.01 vs 0.11
Key macro factors
Geopolitical Tensions and Defense Spending: Ongoing global conflicts, particularly in the Middle East, are increasing demand for defense equipment, a core business for RENK Group AG, leading to higher order backlogs and revenue visibility.
Global Economic Slowdown Concerns: While IMF downgrades global growth forecasts could negatively impact industrial sectors, RENK's strong focus on defense may partially insulate it from broader economic downturns as defense budgets often remain resilient or increase during heightened geopolitical risks.
Energy Transition and Industrial Applications: RENK's strategic expansion into energy transition sectors and leveraging supply chain resilience aims to secure recurring revenue and stable growth beyond its defense business, mitigating risks from geopolitical uncertainties. [cite: 1_org]
RENK Group AG designs, engineers, produces, tests, and services customized drive systems across diverse civil and military end markets, including gear units, transmissions, and suspension systems for vehicles, marine, and industrial applications. [cite: 16_org, 8]
QUANT SCORE
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