Reece Limited (AU:REH)
ASX:REH
Want to see AU:REH full AI Analyst Report?
REH Stock Chart & Stats
AU$12.71
-AU$0.05(-0.22%)
At close: 4:00 PM EST
AU$12.71
-AU$0.05(-0.22%)
Day’s Range― - ―
52-Week RangeAU$10.14 - AU$17.54
Previous CloseN/A
Volume316.05K
Average Volume (3M)959.93K
Market Cap
AU$9.65B
Enterprise ValueAU$11.66B
Total Cash (Recent Filing)AU$185.95M
Total Debt (Recent Filing)AU$3.35B
Price to Earnings (P/E)34.8
Beta1.71
Next Earnings
Aug 25, 2026EPS Estimate
0.24Next Dividend Ex-DateN/A
Dividend Yield1.4%
Share Statistics
EPS (TTM)0.44
Shares Outstanding615,092,000
10 Day Avg. Volume1,456,554
30 Day Avg. Volume959,929
Financial Highlights & Ratios
PEG Ratio-1.18
Price to Book (P/B)2.29
Price to Sales (P/S)1.03
P/FCF Ratio27.08
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$15.37Price Target Upside20.94% Upside
Rating ConsensusHold
Number of Analyst Covering7
EPS Forecast (FY)0.46
Revenue Forecast (FY)AU$9.28B
Bulls Say, Bears Say
Bulls Say
Branch-based Distribution And Trade FocusReece's national branch footprint and dual physical/digital channels create durable trade relationships and high repeat purchase rates. Scale in procurement, local inventory and delivery support trade customers' reliance, underpinning steady revenue and share-of-wallet gains over months.
Consistent Revenue Growth And Stable Gross MarginsSustained revenue expansion with stable gross and healthy operating margins indicates effective pricing and cost management. This provides predictable operating cash generation, enabling reinvestment in branches, inventory and services that support long-term distribution advantage.
Improving Leverage And Capital StructureImproved debt-to-equity shows better leverage management and greater financial flexibility. A stronger balance sheet supports capital allocation for inventory, branch investment or selective M&A, reducing refinancing risk and enhancing resilience across economic cycles.
Bears Say
Declining Net Profit MarginA falling net margin erodes the conversion of sales into earnings and can signal rising costs, competitive pressure or adverse product mix. If persistent, it reduces retained earnings and weakens the company's ability to fund growth or return cash to shareholders.
Weaker Free Cash Flow GrowthSlowing free cash flow growth limits capacity to fund capex, inventory buildup, dividends or acquisitions without increasing leverage. Continued FCF erosion reduces strategic flexibility and heightens sensitivity to working-capital swings in the distribution business.
Earnings Pressure And Reliance On Construction CyclesMaterial negative EPS growth alongside heavy exposure to residential/commercial construction and infrastructure projects makes earnings cyclically sensitive. In downturns, project deferrals and lower trade activity can quickly compress volumes and profitability.
Reece Limited News
REH FAQ
What was Reece Limited’s price range in the past 12 months?
Reece Limited lowest share price was AU$10.14 and its highest was AU$17.54 in the past 12 months.
What is Reece Limited’s market cap?
Reece Limited’s market cap is AU$9.65B.
When is Reece Limited’s upcoming earnings report date?
Reece Limited’s upcoming earnings report date is Aug 25, 2026 which is in 69 days.
How were Reece Limited’s earnings last quarter?
Reece Limited released its earnings results on Feb 22, 2026. The company reported AU$0.23 earnings per share for the quarter, beating the consensus estimate of AU$0.221 by AU$0.009.
Is Reece Limited overvalued?
According to Wall Street analysts Reece Limited’s price is currently Undervalued.
Does Reece Limited pay dividends?
Reece Limited pays a Semiannually dividend of AU$0.054 which represents an annual dividend yield of 1.4%. See more information on Reece Limited dividends here
What is Reece Limited’s EPS estimate?
Reece Limited’s EPS estimate is 0.24.
How many shares outstanding does Reece Limited have?
Reece Limited has 615,092,000 shares outstanding.
What happened to Reece Limited’s price movement after its last earnings report?
Reece Limited reported an EPS of AU$0.23 in its last earnings report, beating expectations of AU$0.221. Following the earnings report the stock price went up 18.305%.
Which hedge fund is a major shareholder of Reece Limited?
Currently, no hedge funds are holding shares in AU:REH
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Reece Limited Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
AU$15.37 (20.94% Upside)
AU$15.37 (20.94% Upside)
Blogger Sentiment
Bullish
AU:REH Sentiment 75%
Sector Average ―
Sector Average ―
Insider Transactions
Bought Shares
Worth AU$48.3K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-57.08%
12-Months-Change
Fundamentals
Return on Equity
7.27%
Trailing 12-Months
Asset Growth
7.16%
Trailing 12-Months
Company Description
Reece Limited
Reece Limited operates as a major distributor of various essential products across Australia, the United States, and New Zealand. Its comprehensive product range includes plumbing, bathroom amenities, heating, ventilation, and air-conditioning (HVAC) systems, waterworks supplies, and refrigeration equipment. The company also provides solutions for irrigation, swimming pools, fire protection, and kitchen installations. Serving a diverse clientele, Reece caters to trade professionals, retail businesses, commercial enterprises, and large-scale infrastructure projects. Its products are sold under well-known brands such as Reece, Viadux, Actrol, and Metaflex. Established in 1919, the company, with its headquarters in Cremorne, Australia, was formerly known as Reece Australia Limited, adopting its current name in November 2015.
REH Company Deck
REH Earnings Call
Q2 2026
0:00 / 0:00
REH Stock 12 Month Forecast
Average Price Target
AU$15.37
▲(20.94% Upside)
Technical Analysis
Coventry Group Limited
―
Reliance Worldwide Corp.
―
Waterco Limited
―
Acrow Formwork and Construction Services Limited
―
GWA Group Limited
―
Options Prices
Currently, No data available
---