Rexel's Stock Hits Record Highs Following Strong 2025 Results
This Thursday, Rexel's stock reached a historical high of 38.47 euros, driven by the announcement of annual results that exceeded expectations and an upgraded target price by Goldman Sachs. The stock rose over 2% at the start of the session, continuing a bullish trend that has been in place for several months.
Annual Financial Performance and Strategic Expansions
The global distributor of energy products and services unveiled its 2025 annual accounts on Wednesday, reporting a 2.5% increase in revenue and an EBITA margin raised to 6.0%. The company met or exceeded all its targets for the fiscal year, despite a challenging macroeconomic environment. The sequential improvement in growth over the quarters is a positive signal regarding the operational trajectory of the group. Concurrently, Rexel has strengthened its logistics infrastructure in the Île-de-France region. The distributor expanded its operational surface at the ARGAN site in Roissy-en-Brie from 18,000 to 27,000 square meters. This capacity increase on a strategic platform in the eastern suburbs reflects the group's intention to consolidate its supply chain in France.
Technical Analysis and Market Response
Free · Every morning
Technical market signals, before the opening bell.
Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.
✓ Before 9 AM every morning✓ Euronext data✓ AI-powered analysis
You're in — subscription confirmed!
Your first edition is on its way. Check your spam folder and add us to your contacts.
An error occurred.
Indicative data. No investment advice. Unsubscribe at any time.
Gratuit · chaque matin
Ne ratez plus rien sur vos actions
La tendance derrière les cours. L'essentiel des valeurs Euronext en quelques minutes.
📈les valeurs en mouvement, sur la durée
🎯les objectifs d'analystes qui évoluent
📰les actualités qui font bouger les cours
tendance · 6 séances
✓ C'est fait, vous êtes inscrit !
Votre première édition arrive bientôt. Pensez à vérifier vos spams.
Une erreur est survenue.
CAC 40 · SBF 120 · données indicatives · aucun conseil en investissement · désinscription à tout moment.
Technically, the price of 38.47 euros significantly exceeds the resistance level previously set at 37.76 euros, a meaningful breakthrough that may potentially pave the way for an extension of the bullish movement. The RSI, at 74, indicates that the stock is now trading above the overbought threshold of 70, suggesting intense buying pressure but also calling for caution regarding the ability of the stock price to sustain these levels. The three-month performance has reached 28.36%, while the annual increase is nearly 49%. This new historical peak coincides with the target price upgrade by Goldman Sachs this Thursday, which raised its forecast from 38 to 40 euros while maintaining a 'buy' recommendation. Based on the current price, this new target represents an approximate 4% upside potential.
SectorMachines et équipements industriels›Équipements électroniques
Free · every morning · before 9am
Never miss a move on your stocks
The trend behind the prices · Euronext
✓ You're in! Check your spam folder.
An error occurred.
Context
Period
Period: S1 2026
Key reported figures
Revenue: 9 989 millions d'euros
Quarterly revenue: 9 989 millions d'euros
Revenue growth: 2,2 %
EBITDA: 827 millions d'euros
EBITDA margin: 8,4 %
Net income: 340,3 millions d'euros
Free cash flow: 247,3 millions d'euros
3 322 millions d'euros
Guidance from the release
Objectifs 2026 rehaussés ; visibilité accrue grâce à un carnet de commandes record
Risks mentioned
Endettement financier net en hausse de 690 M€ depuis le 31 décembre 2025, à 3 322 M€
BFR opérationnel dégradé à 16,3 % du chiffre d'affaires contre 15,9 % au S1 2025
Effet de change négatif de (2,6)% sur les ventes du semestre
Opportunities identified
Objectifs 2026 rehaussés en croissance et en rentabilité
Ventes digitales à 35 % du chiffre d'affaires, en hausse de 160 bps
Plan stratégique Axelerate 2028 et stratégie active d'acquisitions (TC 360, Revere, DEE)
Outlook / guidance
Expected revenue: 20 385 millions d'euros
Management commentary: Une croissance des ventes à jours constants d'environ 5% (vs 3 à 5% initialement) ; Une marge d'EBITA courant ajusté 1 d'au moins 6,2% (vs environ 6,2% initialement) Une conversion du free cash-flow 2 supérieure à 65%
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.