BLHWFBELIMO Holding AG
Belimo Holding AG (BLHWF) is a Swiss-based industrial machinery company that designs, manufactures, and distributes precision control solutions for heating, ventilation, and air conditioning systems. The company’s next major catalyst is the Q3 Global Manufacturing PMI on October 15, 2026, which will provide a critical read on global industrial activity and demand for its products. This event is expected to influence investor sentiment and pricing dynamics, as manufacturing PMI data often serves as a leading indicator of economic health.
- Curiosity fact: The company has a strong presence in the European market, where it operates through its subsidiary, Belimo AG, and has a growing footprint in Asia-Pacific.
- Scouter has modeled bull and bear paths into the next catalyst, with a 55% lean toward the bull path based on historical macro-sensitive event outcomes.
- Past catalysts on this name are scored in The Read, with the most recent H1 2026 earnings release delivering a strong bull outcome, pushing the stock to $1,200 from a base of $600.
The schedule
- Thu15Oct
The Q3 Global Manufacturing PMI is a critical event for Belimo Holding AG (BLHWF), as it provides a comprehensive snapshot of global industrial activity and demand for its products. This event is expected to have a high impact on the company’s stock price, as manufacturing PMI data is often used as a leading indicator of economic health and industrial demand. The PMI data will provide insights into the current state of manufacturing activity, including production levels, new orders, and employment trends. These metrics are crucial for investors and analysts, as they can indicate the direction of the economy and the potential for future growth.
The modeled bull target for this event is $585.00, while the modeled bear fallback is $465.00. Scouter has modeled a 54% bull probability for this event, based on historical data and market trends. The 55.8% historical bull outcome for macro-sensitive events suggests that the market is likely to react positively to strong PMI data. The 52-week low at $465 provides support for the bear path, indicating that the stock may struggle to recover if the PMI data is weak.
The observable tells that would make the bull path the live case include strong PMI data, positive guidance from the company, and a positive reaction from the market. Conversely, a weak PMI data, negative guidance, or a negative market reaction would support the bear path. The anchor price for this event is $600.00, which is based on the current market price and historical volatility.
"Global PMI data is a leading indicator of economic health and industrial demand. These heat maps will help you stay current with the latest trends and developments in the manufacturing sector."
- Wed20Jan
The Early 2027 Order Book & Strategy event is another significant catalyst for Belimo Holding AG (BLHWF), as it provides insight into the company’s future business prospects and strategic direction. This event is expected to have a high impact on the company’s stock price, as it will provide information on the company’s order book and its plans for the upcoming year. The order book data will give investors an idea of the company’s future revenue potential and its ability to secure new contracts.
The modeled bull target for this event is $515.00, while the modeled bear fallback is $425.00. Scouter has modeled a 54% bull probability for this event, based on historical data and market trends. The 46% bull outcome for strategic update events suggests that the market is likely to react positively to strong order book data and positive guidance from the company. The 52-week low at $425 provides support for the bear path, indicating that the stock may struggle to recover if the order book data is weak.
The observable tells that would make the bull path the live case include strong order book data, positive guidance from the company, and a positive reaction from the market. Conversely, a weak order book data, negative guidance, or a negative market reaction would support the bear path. The anchor price for this event is $585.00, which is based on the current market price and historical volatility.
"Belimo Holding AG is a Swiss-based industrial machinery company that designs, manufactures, and distributes precision control solutions for heating, ventilation, and air conditioning systems. The company’s products are known for their high precision, durability, and energy efficiency, which have helped it establish a strong reputation in the European and global markets."
- Mon8Mar
The FY 2026 Earnings Release is a critical event for Belimo Holding AG (BLHWF), as it provides a comprehensive overview of the company’s financial performance for the fiscal year. This event is expected to have a high impact on the company’s stock price, as earnings reports are a key source of information for investors and analysts. The earnings report will provide insights into the company’s revenue, profitability, and overall financial health.
The modeled bull target for this event is $673.00, while the modeled bear fallback is $600.00. Scouter has modeled a 54% bull probability for this event, based on historical data and market trends. The 55.8% historical bull outcome for macro-sensitive earnings events suggests that the market is likely to react positively to strong earnings data. The 52-week low at $600 provides support for the bear path, indicating that the stock may struggle to recover if the earnings data is weak.
The observable tells that would make the bull path the live case include strong earnings data, positive guidance from the company, and a positive reaction from the market. Conversely, a weak earnings data, negative guidance, or a negative market reaction would support the bear path. The anchor price for this event is $515.00, which is based on the current market price and historical volatility.
"Belimo Holding AG is a Swiss-based industrial machinery company that designs, manufactures, and distributes precision control solutions for heating, ventilation, and air conditioning systems. The company’s products are known for their high precision, durability, and energy efficiency, which have helped it establish a strong reputation in the European and global markets."
Past
- Thu23Jul
Actual outcome: Bull · $1,200.00 at outcome
Belimo reported H1 2026 EPS of 6.54, perfectly matching consensus estimates. The stock surged to $1,200, far exceeding the bull target, as the market heavily rewarded the company's successful order backlog conversion and strong underlying business momentum. This robust execution drove massive price appreciation despite the merely in-line headline earnings.
The H1 2026 Earnings Release was a significant event for Belimo Holding AG (BLHWF), as it provided a comprehensive overview of the company’s financial performance for the first half of the year. The event was modeled with a bull target of $673.00 and a bear fallback of $527.00, with a 45% bull probability. The scored outcome was a bull result, with the stock price rising to $1,200.00 from a base of $600.00.
The actual outcome was a bull result, as the company reported H1 2026 EPS of 6.54, which was in line with consensus estimates. The stock surged to $1,200, far exceeding the bull target, as the market heavily rewarded the company’s successful order backlog conversion and strong underlying business momentum. This robust execution drove massive price appreciation despite the merely in-line headline earnings.
The price error was 78.3%, indicating that the market’s reaction was significantly stronger than the modeled bull target. The predicted bull target was $673.00, but the actual price reached $1,200.00, which was far above the modeled target. This robust execution and strong underlying business momentum were the key factors that drove the massive price appreciation.
"Belimo Holding AG is a Swiss-based industrial machinery company that designs, manufactures, and distributes precision control solutions for heating, ventilation, and air conditioning systems. The company’s products are known for their high precision, durability, and energy efficiency, which have helped it establish a strong reputation in the European and global markets."