Stadler Rail AG

SRAIL

Equity

ISIN CH0002178181 / Valor 217818

SIX Swiss Exchange (2025-11-20)

CHF 19.27+2.32%

Stadler Rail AG
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About company

Stadler Rail AG is a leading manufacturer of railway rolling stock and equipment, with a focus on providing innovative and sustainable drive solutions in rail transport. The company recently expanded its signaling portfolio by acquiring two signaling companies and establishing a separate division for signaling solutions. Stadler's new production plant in St. Margrethen enhances its expertise in double-decker multiple units, offering approximately 35,000 m2 of production and storage space along with 5,000 m2 of office space. The company showcased seven world premieres at InnoTrans, including the hydrogen multiple unit FLIRT H2, the record train FLIRT Akku, the hybrid locomotive EURO9000, and the next-generation TINA tram.

Summarized from source with an LLMView SourceSector: Consumer Services

Strong Order Intake and Backlog

Stadler Rail AG achieved an impressive order intake of CHF 6.4 billion for 2024, surpassing its strategic ambition with a book-to-bill ratio of 2.0x. The order backlog surged by 20% to CHF 29.2 billion compared to year-end 2023, highlighting sustained demand and long-term project visibility.

Revenue and Profit Performance

The company reported a net revenue of CHF 3.3 billion for the full year 2024. Despite a 10% decline in performance compared to 2023 due to natural disasters, Stadler maintained an EBIT margin of 3.1%. Profit for the year stood at CHF 55.0 million, bolstered by increased tax expenses and positive foreign exchange effects below EBIT.

Impact of Environmental Disasters

Environmental challenges significantly affected Stadler’s operations in 2024. Flooding incidents in Sierre, Dürnrohr, and Valencia led to the destruction of production facilities and stored goods, resulting in a partial loss of production and postponement of CHF 350 million in revenue to 2025/2026.

Challenges in German Operations

Stadler faced several obstacles in its German operations, including weak economic development, supplier bankruptcies causing production delays, and prolonged tender decisions for the S-Bahn Berlin project. Additionally, rising energy costs and inflation pressured the financial environment, prompting the company to implement a structure and efficiency program aimed at cost reduction and increased operational efficiency.

Advancements in Alternative Drive Systems

Stadler continues to lead in the development and deployment of alternative drive systems, having sold 280 trains equipped with battery or hydrogen technologies. This strategic focus underscores the company’s commitment to sustainable and innovative transportation solutions, positioning Stadler as a key player in the transition to greener rail systems.

Summarized from source with an LLMView Source

Key figures

1.36%1Y

-40.8%3Y

-50.7%5Y

Performance

31.6%1Y

27.1%3Y

26.7%5Y

Volatility