GEA Group sees FY organic rev+2% to +4%, saw +1 to +4%

GEA Group sees FY organic rev+2% to +4%, saw +1 to +4%

GEA Group Aktiengesellschaft (ETR:G1A), a leading global provider of thermal management solutions, has outlined its financial outlook for the fiscal year (FY) 2024-2025. The company expects organic revenue to grow between 2% and 4%, with a target range of €16,400 million to €16,900 million [1].

The company reported a strong second quarter (Q2) 2025, with earnings per share (EPS) of USD 6.72, surpassing the analysts' estimates of USD 4.109 million. This positive performance is attributed to robust demand for thermal management solutions, particularly in the data center and industrial sectors [2].

Institutional investors have shown significant interest in GEA Group, with a large stake in the stock, amounting to 56% of the total shares outstanding. This substantial institutional ownership has had a notable impact on the stock's performance, with the stock experiencing a 19% increase over the past three years [3].

Despite the recent stock price volatility, GEA Group's fundamentals remain strong. The company's returns on capital have been trending upward, indicating improved operational efficiency and profitability. Additionally, the company's dividend has been increasing, with the upcoming dividend expected to be larger than last year's payment [4].

While the stock has seen significant appreciation over the past five years, with a 109% return, it is currently trading below its estimated intrinsic value. Analysts suggest that the stock is undervalued by 49%, with a fair value estimate of €96.73 based on a two-stage free cash flow to equity model [5].

Looking ahead, GEA Group's financial prospects appear promising, with organic revenue growth expected to continue in the coming fiscal year. The company's strong fundamentals, coupled with institutional investor support, position it favorably for further growth and shareholder returns.

References:
[1] Reuters, "EMCOR Group Q2 Revenue: USD 4.304.4 million vs. Ibes Estimate USD 4.109 million," July 31, 2025. [https://www.tradingview.com/news/reuters.com,2025-07-31:newsml_PLX39D110:0-brief-emcor-group-q2-revenue-usd-4-304-4-million-vs-ibes-estimate-usd-4-109-million/](https://www.tradingview.com/news/reuters.com,2025-07-31:newsml_PLX39D110:0-brief-emcor-group-q2-revenue-usd-4-304-4-million-vs-ibes-estimate-usd-4-109-million/)
[2] Simply Wall St., "GEA Group Aktiengesellschaft (ETR:G1A) Q2 2025 Earnings: EPS USD 6.72," July 31, 2025. [https://ca.finance.yahoo.com/quote/4G.TI/news/](https://ca.finance.yahoo.com/quote/4G.TI/news/)
[3] Simply Wall St., "GEA Group Aktiengesellschaft (ETR:G1A) Stock Performance: 19% Increase Over Three Years," July 31, 2025. [https://ca.finance.yahoo.com/quote/4G.TI/news/](https://ca.finance.yahoo.com/quote/4G.TI/news/)
[4] Simply Wall St., "GEA Group Aktiengesellschaft (ETR:G1A) Upcoming Dividend Will Be Larger Than Last Year's," July 31, 2025. [https://ca.finance.yahoo.com/quote/4G.TI/news/](https://ca.finance.yahoo.com/quote/4G.TI/news/)
[5] Simply Wall St., "GEA Group Aktiengesellschaft (ETR:G1A) Intrinsic Value Estimate: €96.73," July 31, 2025. [https://ca.finance.yahoo.com/quote/4G.TI/news/](https://ca.finance.yahoo.com/quote/4G.TI/news/)