SCHINDLER (SHLRF)

Saturday

11:23 AM

Thesis: The increase in installation backlog and strategic partnerships signal a positive outlook for revenue growth, countering recent stock performance.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$10.9B	$10.9B	$11.4B
Rev. Growth	-2.6%	-0.3%	+4.5%
EPS	$9.48	$10.31	$11.16
EPS Growth	+7.4%	+8.8%	+8.2%
P/E (fwd)	33.2×	30.5×	28.2×

★ Analysts see FY2027 revenue reaching $11.4B — +4.5% growth in a single year.

What’s Driving the Stock

1Schindler's backlog for new installations has increased by 15% YoY, indicating strong demand in the construction sector.
2The company is expected to launch a new energy-efficient elevator model, which could capture a significant share of the modernization market.
3Recent partnerships with major construction firms in Asia are likely to enhance market penetration and revenue growth.
4Sustainability in building infrastructure
5Smart building technology integration
6Construction activity in key markets such as Europe and Asia
7Demand for modernization of existing elevator systems
8Technological advancements in elevator and escalator systems

FY2025 Snapshot

Revenue: $10.9B
Rev. Growth: -2.6%
Gross Margin: 64.5%
Op. Margin: 12.6%
Net Margin: 9.3%
Net Income: $1.0B
NI Growth: +6.8%
EPS: $9.48
1Y Return: -12.3%

My Notes

"Management noted, 'Our focus on innovation and strategic partnerships positions us well for future growth.'"
Moat: Schindler's strong brand reputation and extensive service network provide a durable competitive advantage.
value - due to its strong cash flow generation and low debt levels, appealing to investors looking for stability and income.
Rising interest rates can increase financing costs for construction projects, potentially dampening demand for new installations…
Watch on earnings: Industrial Production Index (INDPRO), Consumer Sentiment (UMCSENT), New construction permits issued.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $10.9B to $11.4B as schindler's backlog for new installations has increased by 15% yoy, indicating strong demand in the construction sector.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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