OC Oerlikon Corporation AG/€OERL

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About OC Oerlikon Corporation AG

OC Oerlikon Corporation AG is a Swiss-based technology group focused on innovation in surface solutions, polymer processing, and additive manufacturing. Its core business segments include Surface Solutions, which provides coatings and services that enhance the performance of precision components, and Polymer Processing, which covers equipment for synthetic fibers and recycled polymer processing. Headquartered in Pfäffikon, Switzerland, the company leverages its technological expertise to serve industries such as aerospace, automotive, and energy. Oerlikon's strategic positioning is supported by its emphasis on research and development, with a global presence that includes production facilities and service centers worldwide.
Ticker
€OERL
Primary listing
XGAT
Employees
9,290
Headquarters
Pfäffikon, Switzerland

OERL Metrics

BasicAdvanced
€1.9B
5.23
€1.11
1.02
€0.93
3.78%

Bulls say / Bears say

Q2 order intake increased around 19% year-on-year at constant FX, driven by stronger volumes in aviation, power generation, and general industries, showcasing robust demand for Oerlikon's Surface Solutions and Polymer Processing offerings. (Reuters)
OC Oerlikon raised its full-year 2026 guidance, now expecting mid-single-digit sales growth at constant FX and lifting its operational EBITDA margin outlook by 100–200 basis points to 18.5%–19.5%, reflecting confidence in sustained demand and operational efficiency. (Reuters)
Operational EBITDA margin expanded to 19.7% in H1 2026, up 300 basis points from H1 2025, driven by cost-efficiency measures, operational leverage, and favorable material pricing, underscoring improved profitability. (Investing.com)
Baader warned the upgraded guidance appears “highly challenging” and may rely on non-recurring benefits from stock revaluation and pre-booking activity, which could fade in H2 2026. (Reuters)
Lower activity in the automotive sector continued to weigh on the Components segment’s performance, highlighting exposure to a cyclical end market that may limit growth if headwinds persist. (Reuters)
The shares are trading at about 16 times next 12-month earnings, up from 11 times three months ago, while the median 12-month price target of CHF 4.75 sits below the closing price, suggesting limited upside and valuation risk. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 2026.

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