SFS Group

SFS sticks to its targets for 2026 and expects sales growth in local currencies of 3 to 6 percent as well as a normalized EBIT margin of 12 to 15 percent, including consolidation effects. Ahead of the biennial Investor Day, group management will provide deeper insights into the Engineered Components, Fastening Systems and Distribution & Logistics segments. CFO Volker Dostmann will also report on the seven‑year bond of CHF 250 million placed in early September with a 1.2% coupon. » Altro su finanzen.net

UBS cut SFS from "Buy" to "Neutral", citing the strong share rally. At the same time the bank raised its price target from CHF 130 to CHF 145 and slightly increased earnings and free cash flow estimates for 2026–27. SFS shares fell about 7.6%; UBS warns of a weakening in organic revenue growth and stagnating margins in the second half of 2026 and believes efficiency measures are already priced in. End markets are mixed: slightly declining auto production, but a projected recovery in construction in 2027. » Altro su de.investing.com

The SFS share fell about 7.6% to CHF 129.2 after UBS cut its rating from "Buy" to "Neutral", assessing the risk-reward as balanced following the recent price rise. The bank did raise its price target to CHF 145 and increased its earnings estimates for 2026–27, but warned of a slowdown in earnings momentum in the second half of the year. SFS had reported strong half-year figures: adjusted EBIT of CHF 206 million (+22.5%) and organic revenue growth of 4.0%, which beat analysts' expectations, but that was not enough to stop the selling pressure after the reassessment. » Altro su de.investing.com