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    Is Landis+Gyr Group (SWX:LAND) Fairly Valued Following Profit Recovery And Tighter Guidance?

    Simply Wall St·10/31/2026 21:30:14
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    Landis+Gyr Group (SWX:LAND) has drawn fresh attention after reporting a swing to profit in the half year to September 2026, along with record adjusted gross margins and a tighter full year revenue outlook.

    That earnings swing and tighter guidance hit a market that was already re-rating Landis+Gyr Group, with a 1-day share price return of 10.06% and a 90-day share price return of 29.46% at a recent price of CHF59.1. Meanwhile, the 3-year total shareholder return declined 7.79%, suggesting short-term momentum is building from a weaker longer-term base.

    Scan how Landis+Gyr Group fits into the broader power grid upgrade story by comparing it with a curated 39 power grid technology and infrastructure stocks that are also riding infrastructure and grid modernisation themes.

    After a 29% three month surge and tighter guidance, Landis+Gyr Group now sits closer to analyst targets. Does that recent re-rating still leave enough upside in the risk reward for new buyers?

    Most Popular Narrative: 0% Undervalued

    On the most followed narrative, Landis+Gyr Group screens as fairly aligned with its assessed worth, with the fair value of CHF59.33 almost matching the recent CHF59.10 share price. That puts the spotlight on whether the earnings mix and backlog can do the heavy lifting from here.

    The growing contribution from software and software enabled services, with annual recurring revenue of US$207 million and Grid Intelligence carrying gross margins around 50%, points to a longer term mix shift that can support higher net margins and more predictable earnings as more Revelo and grid edge deployments go live.

    See why 10 investors see Landis+Gyr Group as 0% undervalued.

    Result: Fair Value of CHF59.33 (ABOUT RIGHT)

    Still, revenue gaps between major deployments and any slowdown in converting the US$3.9b backlog could quickly pressure Landis+Gyr Group’s margins and cash generation story.

    Find out about the key risks to this Landis+Gyr Group narrative.

    Next Steps

    Mixed signals around Landis+Gyr Group can pull you in opposite directions, so consider acting promptly, review the underlying data carefully, and evaluate both sides of the story with the 3 key rewards and 1 important warning sign.

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