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Italian manufacturer of high-performance brake systems for cars, motorcycles and racing vehicles.
Italian manufacturer of high-performance brake systems for cars, motorcycles and racing vehicles.
Supplies brakes to premium and performance carmakers under long vehicle-program contracts, so volumes follow the production of specific models, and also sells to motorcycle makers and racing teams, plus an aftermarket line. Its Sensify system controls each wheel's braking electronically. The Bombassei family controls the company.
Moat: narrow (brand, IP / patents, process know-how). Premium performance-brake brand with racing pedigree and OEM design-in relationships.
Headquarters: Curno, Italy · Founded: 1961 · Employees: 14,739
Size Brembo (BRE.MI) is an Italy Consumer Discretionary company (Auto Parts: OEM) with a market value of $5.62B, the 41st largest of 123 Italy companies the cockpit tracks. Shares closed at €9.90 on 6 Nov 2026.
Performance Over six months the shares fell 11.1%, against -12.9% for the median peer and +3.1% for the Italy market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 2.6% over the last twelve months (peer median +7.3%); the operating margin is 7.4% (peer median 6.2%).
Valuation It trades at 13.7× forward earnings against a peer median of 19.3× (7th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is +6 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.3 points below its cost of capital (10.5% WACC).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €3.74B | €3.70B | €3.84B | €3.85B | €3.63B |
| Revenue growth | — | -4% | 0% | +6% | — |
| Gross profit | €914M | €895M | €962M | €1.01B | €903M |
| EBITDA | €554M | €554M | €592M | €603M | €573M |
| Net income | €229M | €209M | €263M | €305M | €293M |
| Free cash flow | €306M | €191M | €58.3M | €290M | €92.1M |
| Capital expenditure | €354M | €411M | €411M | €413M | €284M |
| Total debt | n/a | €1.38B | €1.24B | €990M | €949M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Brembo BRE.MI | $5.62B | -11% | -3% | 7% | 13.7× | 17.3% |
| Continental CON.DE | $15.8B | +2% | -35% | n/a | 12.1× | -0.2% |
| Aisin 7259.T | $9.78B | -14% | +6% | 4% | 10.0× | -0.3% |
| Hl Mando 204320.KS | $1.13B | -43% | +2% | 3% | 9.6× | -19.9% |
| Knorr-Bremse KBX.DE | $17.1B | -9% | +4% | 13% | 20.7× | 8.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BRE.MI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.7% | +0.1% | 11th highest of 21 |
| 6-month return | -11.1% | -12.9% | 11th highest of 21 |
| Distance from 52-week high | -17.8% | -25.8% | 6th highest of 21 |
| Revenue growth (TTM) | -2.6% | +7.3% | 3rd lowest of 21 |
| Operating margin | 7.4% | 6.2% | 8th highest of 21 |
| Forward P/E | 13.7× | 19.3× | 7th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 17.3% | 2.4% | 4th most demanding of 14 |
| Growth delivered (Del g) | +10.9% | +7.4% | 5th highest of 14 |
| Hurdle (Req g minus delivered) | +6.4 pp | -5.9 pp | 4th most demanding of 14 |
| ROIC minus cost of capital | -4.3 pp | +1.1 pp | 3rd lowest of 21 |
| EV / EBITDA | 10.6× | 7.6× | 5th most expensive of 10 |
| Net debt / EBITDA | 1.5× | 1.0× | 5th most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Brembo BRE.MI | Italy | $5.62B | -11% | -3% | 7% | 13.7× | 17.3% | +10.9% |
| Schaeffler SHA0.DE | Germany | $5.83B | -45% | -1% | 2% | 18.4× | 10.7% | +13.3% |
| Lear LEA | United States | $5.31B | -21% | +4% | 4% | 6.9× | -1.3% | +6.4% |
| Sona BLW Precision Forgings SONACOMS.NS | India | $5.94B | +56% | +42% | 17% | 63.7× | 48.2% | +23.6% |
| Kuang-Chi Technologies 002625.SZ | China | $6.05B | -52% | -7% | 20% | 21.6× | n/a | n/a |
| Jiangsu Xinquan Automotive Trim 603179.SS | China | $5.07B | +5% | +12% | 6% | 33.5× | n/a | n/a |
| Wanxiang Qianchao 000559.SZ | China | $6.24B | -22% | -4% | 8% | 36.7× | 21.2% | +4.2% |
| Zhejiang Sling Intelligent Drive 301550.SZ | China | $6.34B | +14% | +7% | 19% | 230.9× | n/a | n/a |
| Suzhou Inovance Automotive 301656.SZ | China | $4.95B | -31% | +28% | 1% | 676.0× | n/a | n/a |
| Anhui Jianghuai Automobile 600418.SS | China | $6.48B | -60% | +23% | -2% | 44.4× | n/a | n/a |
| Ningbo Joyson Electronic 0699.HK | Hong Kong | $4.54B | -39% | -1% | 5% | 9.7× | -1.7% | +4.3% |
| Huizhou Desay SV Automotive 002920.SZ | China | $7.12B | -23% | +12% | 7% | 17.5× | n/a | n/a |
| Koito Manufacturing 7276.T | Japan | $4.27B | -6% | +6% | 6% | 13.3× | -0.8% | +6.1% |
| Gentex GNTX | United States | $4.19B | -15% | +8% | 19% | 9.9× | -4.7% | +8.5% |
| Atmus Filtration Technologies ATMU | United States | $4.13B | -9% | +13% | 17% | 16.2× | 8.1% | +7.4% |
| Huayu Automotive Systems 600741.SS | China | $7.87B | -11% | +1% | 3% | 7.9× | -15.5% | +6.6% |
| UNO Minda UNOMINDA.NS | India | $8.11B | +16% | +19% | 8% | 53.6× | 46.9% | +25.0% |
| Fulin Precision 300432.SZ | China | $3.84B | -47% | +95% | 5% | 20.2× | n/a | n/a |
| Inter Cars CAR.WA | Poland | $3.83B | +38% | +12% | 6% | 13.9× | 9.5% | +18.3% |
| Jtekt 6473.T | Japan | $3.82B | -1% | +4% | 5% | 11.4× | 1.2% | +9.1% |
| HELLA GmbH & Co. KGaA HLE.DE | Germany | $8.26B | -7% | -1% | 5% | 34.7× | 2.4% | +6.1% |