← Analyst Upside
AU · rank #15 · 2026-07-21
RXL
PARIS · EUR · $12.68B (USD)
SignalSell
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.366 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.10 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $40.02 | +5.9% |
| Momentum acceleration 3-month minus 12-month momentum. | -0.93% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.92 |
| Gross margin TTM | +25.1% |
| 52w high | $39.80 |
| Market cap (USD) | $12.68B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Rexel S.A. is a leading global distributor of low- and ultra-low-voltage electrical products, services, and energy-management solutions.
Rationale
High analyst revision agreement of 87.5% and upward EPS revisions are supported by strong structural tailwinds in data centers and electrification, alongside management’s upgraded 2026 EBITDA margin target of above 7%.
Material risks
- 1Structural risk of disintermediation and margin compression if large OEMs or key customers bypass multi-brand distributors to establish direct-sourcing models.
- 2Integration and execution risks associated with the North American expansion and the acquisition of Revere Electric Supply Co.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed