- Alstom’s 1Q sales were EU4.51 billion, marking a 2.8% increase year-on-year and meeting the estimate of EU4.48 billion.
- Rolling Stock sales increased by 3.3% to EU2.42 billion, surpassing the estimate of EU2.37 billion.
- Services sales slightly decreased by 0.3% to EU1.07 billion, falling short of the EU1.11 billion estimate.
- Systems sales rose significantly by 25% to EU425 million, exceeding the estimate of EU393.9 million.
- Signalling sales dropped by 5.3% to EU603 million, not meeting the EU623.3 million estimate.
- The overall orders amounted to EU4.08 billion, reflecting a 12% increase year-on-year, though slightly below the estimate of EU4.18 billion.
- Rolling Stock orders saw a remarkable rise of 68% to EU2.37 billion, beating the estimate of EU2.23 billion.
- Services orders dropped by 37% to EU751 million, missing the estimate of EU1.02 billion.
- Systems orders increased by 7.6% to EU128 million, which is below the estimate of EU233.2 million.
- Signalling orders fell by 9.4% to EU831 million, yet exceeded the estimate of EU695.5 million.
- Alstom’s current backlog stands at EU92.3 billion.
- The company maintains its 2026 forecast for an adjusted EBIT margin of about 7%, compared to the estimate of 6.87%.
- Projected free cash flow is between EU200 million and EU400 million, with an estimate of EU349.9 million.
- Alstom anticipates organic sales growth of 3% to 5%, against an estimate of 4.19%.
- The book-to-bill ratio is expected to stay above 1, slightly above the estimate of 1.07.
Alstom on Smartkarma
Analysts on Smartkarma are closely following Alstom, with Baptista Research providing valuable insights. In a recent report titled “Alstom SA- Restructuring & Optimization of European Operations To Help Build A Growth Trajectory!”, the analyst highlighted Alstom’s resilient performance during a challenging financial period. Alstom’s fiscal year 2024/2025 half-year results showcased a commendable order intake of €10.9 billion, with a strong book-to-bill ratio of 1.25. The focus on securing high-quality, margin-accretive orders, especially in Services and Signaling projects, reflects Alstom’s commitment to strategic execution and quality.
A look at Alstom Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Alstom SA, a company known for developing and marketing integrated transportation systems, has received mixed Smartkarma Smart Scores. While the company excels in growth potential with a high score of 5, its dividend score is relatively low at 1. Alstom’s value score stands strong at 4, indicating a positive outlook in terms of valuation. The company’s resilience and momentum scores fall at 3, reflecting moderate performance in these areas. Overall, Alstom’s long-term prospects seem promising, particularly in terms of growth opportunities.
Alstom’s focus on innovation and its wide range of transportation solutions position it well for future expansion. With a strong emphasis on growth and value, Alstom is poised to capitalize on emerging trends in the transportation sector. While the company may face some challenges in terms of dividends, its overall performance and outlook remain optimistic. Investors looking for a company with solid growth potential may find Alstom an attractive option in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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