Weir Group plc (The) (WEIR) AI Stock Analysis

• Market Cap: £8.61B
• Dividend Yield: 1.26%
• Average Volume (3M): 1.08M
• Price to Earnings (P/E): 28.1
• Beta (1Y): 1.35
• Revenue Growth: -1.97%
• EPS Growth: 40.55%
• Country: UK
• Employees: 11,444
• Sector: Industrials
• Sector Strength: 72
• Industry: Industrial - Machinery
• EPS (TTM): 0.58
• Shares Outstanding: 259,612,060
• 10 Day Avg. Volume: 1,038,063
• 30 Day Avg. Volume: 1,075,191
• PEG Ratio: 0.48
• Price to Book (P/B): 3.05
• Price to Sales (P/S): 2.25
• P/FCF Ratio: 14.92
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £3,352.73
• Price Target Upside: 0.32% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 11
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 75 Outperform
• Price Target: 3,773.00p ▲(12.90% Upside)

The Weir Group plc's overall stock score is driven by strong financial performance and positive technical indicators. The company's strategic acquisitions and focus on digital solutions are expected to support future growth. While the valuation is fair, the earnings call and corporate events highlight significant strengths and confidence in the company's strategic direction.

Positive Factors

Aftermarket-led revenue growth

Higher aftermarket revenue is durable because it stems from installed equipment servicing and consumables, which are less cyclical than new capital sales. A growing aftermarket mix supports margin stability, recurring cash flows and stronger free cash conversion, improving predictability over the medium term.

Sustained margin expansion via Performance Excellence

Structured operational improvements and quantified savings point to sustainable margin gains, not one-off cost cuts. Continued margin expansion increases operating leverage, enhances cash generation and provides resilience to mix or cyclical shocks over the coming months.

Strategic acquisitions and digital capability build

Adding software and digital mining capabilities shifts the business toward higher-value, recurring services and differentiates product offering. This structural move strengthens competitive advantage, increases cross-sell opportunities and supports medium-term revenue and margin durability.

Negative Factors

Moderate leverage post-acquisition

A 2x net debt/EBITDA ratio signals moderate leverage that reduces financial flexibility if end markets weaken. Debt-funded acquisitions can amplify cyclical risk and increase interest/service costs, requiring sustained cash conversion to preserve investment capacity and ratings over the medium term.

Recent revenue dip in fundamentals

A slight recent revenue decline shows sensitivity to sector cycles and order phasing. Coupled with exposure to mining and oil & gas capex cycles, this weakens near-term top-line visibility and means management must rely on aftermarket, mix or acquisitions to sustain multi-quarter growth momentum.

FX headwinds and high effective tax rate

Foreign-exchange volatility and elevated tax rates materially reduce profit conversion and cash available for reinvestment. These structural drains can compress margins and free cash flow even when underlying operations improve, making earnings and target cash conversion goals harder to achieve consistently.

Weir Group plc (The) Business Overview & Revenue Model

Company Description

The Weir Group PLC produces and sells highly engineered original equipment worldwide. It operates in two segments, Minerals and ESCO. The Minerals segment offers slurry handling equipment and associated aftermarket support services for abrasive high-wear applications used in the mining and oil sands markets. The ESCO segment provides ground engaging tools for mining machines. This segment also produces smart and rugged cameras that monitor and provide valuable and timely data on equipment performance, faults, payloads, and rock fragmentation. The company offers its products under the Accumin, Aspir, Cavex, Delta Industrial, Enduron, Envirotech, Floway, GEHO, Gemex, Hazleton, Hydrau-Flo, R. Wales, Isodry, Isogate, Lewis, Linatex, Multiflo, Synertrex, Stampede, Trio, Vulco, FusionCast, ESCO, Motion Metrics, and Warman brands. The company was founded in 1871 and is headquartered in Glasgow, the United Kingdom.

How the Company Makes Money

Weir Group generates revenue primarily through the sale of its specialized equipment and services to the mining and oil & gas industries. Key revenue streams include the sale of pumps, valves, and other engineered products, as well as aftermarket services that provide maintenance and support for its equipment. The company also benefits from long-term contracts and strategic partnerships with major industry players, which enhances its market position. Additionally, Weir invests in research and development to innovate and improve its product offerings, positioning itself to capture growth opportunities in emerging markets and sectors focused on sustainability.

Weir Group plc (The) Financial Statement Overview

Summary

The Weir Group plc demonstrates strong financial health with consistent revenue growth and improved profitability. The balance sheet is stable, though it suggests careful leverage management. The cash flow statement highlights effective capital management and cash generation. Overall, the company is well-positioned in the industrial machinery sector with a solid financial foundation, but it must continue monitoring leverage and cash flow to sustain growth.

Income Statement

The Weir Group plc has shown a consistent revenue growth trajectory over the last few years, with a slight dip in the most recent year. The gross profit margin has been stable, indicating efficient production processes. The net profit margin has also improved significantly, demonstrating effective cost management. EBIT and EBITDA margins are strong, reflecting robust operational efficiency. Overall, the income statement indicates a healthy growth trend with strong profitability metrics.

Balance Sheet

The balance sheet of The Weir Group plc reflects a stable equity position with a moderate debt-to-equity ratio, suggesting a balanced approach to leverage. The return on equity has improved, showcasing better utilization of shareholder funds. The equity ratio indicates a solid foundation of assets being financed by equity. However, the total liabilities remain significant, hinting at potential leverage risks if not managed carefully.

Cash Flow

Weir Group's cash flow analysis shows a positive trend in free cash flow growth, reflecting effective capital expenditure management. The operating cash flow to net income ratio is strong, suggesting good cash generation relative to reported profits. The free cash flow to net income ratio also indicates efficient conversion of earnings into free cash. While the cash flow metrics are positive, careful management is required to maintain this trajectory.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.49B	2.51B	2.64B	2.47B	1.93B	1.96B
Gross Profit	1.02B	1.02B	994.90M	909.70M	692.10M	687.10M
EBITDA	486.30M	519.00M	489.50M	420.70M	362.80M	334.50M
Net Income	307.80M	312.20M	227.90M	213.40M	153.30M	-154.70M
Balance Sheet
Total Assets	4.23B	3.79B	3.89B	4.06B	3.50B	3.54B
Cash, Cash Equivalents and Short-Term Investments	439.20M	556.40M	707.20M	691.20M	564.40M	351.70M
Total Debt	1.65B	1.09B	1.40B	1.49B	1.34B	1.36B
Total Liabilities	2.45B	1.93B	2.19B	2.32B	2.04B	2.24B
Stockholders Equity	1.77B	1.84B	1.69B	1.73B	1.44B	1.30B
Cash Flow
Free Cash Flow	345.10M	377.40M	307.60M	215.50M	61.00M	152.30M
Operating Cash Flow	416.30M	449.90M	394.30M	278.20M	113.80M	224.00M
Investing Cash Flow	-707.20M	-52.80M	-70.60M	-75.60M	191.90M	-69.00M
Financing Cash Flow	428.80M	-301.90M	-322.50M	-253.90M	-171.70M	-37.80M

Weir Group plc (The) Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3342.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:WEIR, the sentiment is Positive. The current price of 3342 is above the 20-day moving average (MA) of 3175.40, above the 50-day MA of 2982.28, and above the 200-day MA of 2678.68, indicating a bullish trend. The MACD of 106.62 indicates Negative momentum. The RSI at 78.29 is Negative, neither overbought nor oversold. The STOCH value of 83.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:WEIR.

Weir Group plc (The) Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WEIR	75 Outperform	£8.61B	28.12	17.68%	1.26%	-1.97%	40.55%
IMI	75 Outperform	£6.95B	30.17	23.79%	1.29%	-0.32%	-3.96%
GDWN	73 Outperform	£2.07B	52.28	35.23%	1.01%	24.42%	103.25%
SPX	72 Outperform	£5.43B	33.43	14.19%	2.46%	0.10%	-15.33%
ROR	66 Neutral	£3.05B	31.51	16.97%	2.04%	1.93%	-15.07%
SMIN	66 Neutral	£7.99B	29.66	12.85%	1.93%	-6.93%	18.57%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

Weir Group plc (The) Corporate Events

Weir Group Retains Top CDP Climate Score and Updates Net Zero Transition Plan

Weir Group has received an ‘A’ score for climate transparency from CDP for the fourth consecutive year, underscoring its leadership in emissions reduction, climate risk management, and governance as it supports mining customers in scaling production while cutting environmental impact. Alongside this recognition, the company has published an updated climate transition plan setting out its high-level pathway to align with a net zero world through 2030 and 2050, detailing progress toward Science Based Targets for Scope 1 and 2 emissions, advances in energy- and emissions-saving technologies such as high pressure grinding rolls and vertical stirred mills, and strategic work on water stewardship. Weir is also using its position to advocate for stronger, more practical climate frameworks, welcoming recent revisions to the Science Based Targets initiative’s Corporate Net Zero Standard while calling for further reforms to better engage hard-to-abate sectors like mining, reinforcing its role at the centre of the industry’s decarbonisation efforts.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3639.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir and Olayan Seal Joint Venture to Target Saudi Arabia’s Expanding Mining Sector

The Weir Group PLC and Olayan Saudi Holding Company have signed a shareholders’ agreement to create a joint venture in Saudi Arabia to supply advanced mining technology and integrated solutions to the kingdom’s fast-growing mining sector. Announced at the Future Minerals Forum in Riyadh, the venture is expected to be operational by the end of the first quarter of 2026, subject to government approvals, and is designed to combine Weir’s global mining technology leadership with Olayan’s local market expertise to build a localized mining value chain, strengthen service to regional customers and support Saudi Arabia’s Vision 2030 economic diversification and industrial development goals.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3350.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Announces New Non-Executive Director Appointment

The Weir Group PLC has announced the appointment of Penelope Freer as a Non-Executive Director at Mercia Asset Management PLC, effective December 15, 2025. This appointment reflects Weir Group’s strategic focus on strengthening its leadership team and potentially enhancing its influence and connections within the asset management sector, which could have positive implications for its stakeholders.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £32.90 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Acquires Full Control of Chilean Joint Venture ESEL

Weir Group PLC has announced its acquisition of the remaining 50% share in its Chile-based joint venture, ESCO Elecmetal Fundición Limitada (ESEL), for £56 million. This strategic move is set to enhance Weir’s manufacturing capabilities and market presence in South America, particularly in the mining sector. The acquisition aligns with Weir’s go-direct strategy, allowing the company to transition to a direct-to-customer model in Chile, thereby expanding its foundry capacity and optimizing its global manufacturing footprint. The transaction is expected to complete in Q1 2026 and will be financed from existing debt facilities, with no impact on Weir’s net debt guidance for 2025 and 2026.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3240.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Announces Board Change

The Weir Group PLC announced a change in its board of directors, with Nick Anderson stepping down as a non-executive director of Spectris Plc. This change may have implications for the company’s governance and strategic direction, potentially affecting its industry positioning and stakeholder interests.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £32.90 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Highlights Growth and Digital Strategy at Capital Markets Event

The Weir Group PLC is hosting a Capital Markets Event via webcast to highlight its growth and digital strategy, particularly focusing on how its software strategy enhances customer value and creates opportunities. The company maintains its full-year guidance for growth in constant currency revenue and operating profit, with operating margins around 20% and free operating cash conversion between 90% and 100%. This event underscores Weir’s commitment to leveraging digital solutions to strengthen its market position and drive sustainable growth.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3140.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Director Nicholas Anderson to Join Hill & Smith Plc

The Weir Group Plc has announced that Nicholas Anderson, a non-executive director, will join Hill & Smith Plc as a non-executive director starting March 2026. He will also take on the roles of Chair of the Board and Nomination Committee at Hill & Smith Plc in May 2026, a move that could enhance collaboration and strategic alignment between the companies.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3140.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Expands Mining Software Capabilities with Fast2Mine Acquisition

Weir Group PLC has completed its acquisition of Fast2Mine, a Brazilian software provider specializing in mine management solutions. This acquisition enhances Weir’s Micromine portfolio, particularly in open pit and underground mine management, and strengthens its presence in the South American mining software market. The integration of Fast2Mine into Weir’s ESCO division is expected to accelerate the company’s growth in the international mining software sector without impacting its financial guidance for the year.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3450.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Executives Acquire Shares, Signaling Confidence in Future

The Weir Group PLC announced that several of its key executives, including the CEO and CFO, have acquired ordinary shares in the company through a dividend reinvestment plan. This move, compliant with the UK Market Abuse Regulation, reflects a significant investment in the company’s future by its leadership, potentially signaling confidence in the company’s strategic direction and market position.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3160.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.

Weir Group Reports Strategic Growth and Strong Q3 Performance

In its third-quarter trading update, Weir Group PLC reported a 2% increase in group orders, driven by strategic acquisitions and strong demand in core mining markets. The company highlighted significant growth in original equipment and aftermarket orders, particularly in the ESCO division, and announced further strategic investments, including the acquisition of Fast2Mine, to bolster its digital offerings. Despite challenges in the mining industry, Weir remains committed to its growth strategy, reiterating its 2025 guidance for revenue and profit growth, operating margins, and cash conversion targets.

The most recent analyst rating on (GB:WEIR) stock is a Buy with a £3200.00 price target. To see the full list of analyst forecasts on Weir Group plc (The) stock, see the GB:WEIR Stock Forecast page.