Germany's GEA Group Q1 revenue rises 1.2%, EBITDA up 3.9% on new machinery sales

GEA AG

11/05/2026 06:40

Overview

Germany-based process technology supplier's Q1 revenue rose 1.2% on strong new machinery sales

Q1 adjusted EBITDA increased 3.9%, with margin improving to 16.2%

Order intake for Q1 rose 2.8%, supported by large Nutrition Plant Engineering orders

Outlook

GEA confirms full-year 2026 guidance for organic revenue growth of 5.0% to 7.0%

Company expects 2026 EBITDA margin before restructuring expenses of 16.6% to 17.2%

GEA forecasts 2026 ROCE between 34.0% and 38.0%

Result Drivers

NEW MACHINERY SALES - Organic revenue and order intake growth were mainly driven by strong new machinery business

LARGE AND MID-SIZED ORDERS - Order intake was bolstered by strong base business, mid-sized orders, and three large Nutrition Plant Engineering orders

GROSS PROFIT IMPROVEMENT - Higher profitability was mainly due to improved gross profit, with increased cost of sales partially offset by lower general and administrative expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
EUR 1.27 bln
Q1 Adjusted EBITDA
EUR 205.90 mln
Q1 Orders
EUR 1.45 bln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 7 "hold" and 4 "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

Wall Street's median 12-month price target for GEA Group AG is €66.00, about 11.4% above its May 8 closing price of €59.25

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)