Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Brembo N.V. is an Italy-based global leader in the research, design, development, and production of high-performance braking systems and components for the automotive industry, serving original equipment and aftermarket sectors. The company specializes in advanced solutions for passenger cars, motorbikes, commercial vehicles, and racing applications, including brake calipers, discs, pads, modules, and innovative technologies like Sensify intelligent braking with AI, brake-by-wire systems, and carbon-ceramic discs. Notable features encompass eco-friendly Greenance kits, Enesys spring technology for reduced emissions, and premium suspensions following the 2025 acquisition of Öhlins Racing. Brembo N.V. also offers clutches via subsidiaries like AP Racing and wheels through Marchesini, with a global footprint spanning over 14 countries including production sites in Italy, Poland, Mexico, China, and the US. Founded in 1961 near Bergamo, Italy, it powers elite motorsport series such as Formula One and MotoGP, invests heavily in R&D—up to 10% of revenues—and drives sustainable mobility innovations through ventures like Brembo Ventures.
Operating margin is thin at 8.79%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 3.5% YoY. The question is whether this is cyclical or a structural shift.
ROIC dropped from 8.69% to 6.51%, capital efficiency is deteriorating. Net debt of €728M represents 4.3x FCF, leverage limits flexibility.
Profitability & Returns
Revenue (TTM)
€3.70B
▼ -3.5% YoY
Net Income (TTM)
€219M
▼ -19.6% YoY
Op. Margin
8.84%
▼ -1.5pp YoY
ROIC
6.51%
▼ -2.2pp YoY
Cash Flow & Balance Sheet
FCF (FY)
€170M
▲ +1078.8% YoY
Op. Cash Flow (TTM)
€565M
▲ +46.5% YoY
Net Debt
€728M
Cash & Equiv.
€657M
3Y CAGR: +0.7%
3Y CAGR: +43.5%
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