Haulotte Group (FRA:PHT) ROE %: -20.30% (As of Jun. 2025)

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FRA:PHT Haulotte Group FRA:PHT
71 GF Score
Price €2.00
GF Value €2.21
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Haulotte Group ROE %?

Haulotte Group FRA:PHT +0.25% 71 ROE % is -20.30% as of Jun. 2025. GuruFocus rates FRA:PHT with a GF Score™ of 71/100 and a GF Value™ of €2.21 (Modestly Undervalued). The stock has 9 warning signs investors should review. Among 204 Farm & Heavy Construction Machinery companies, Haulotte Group ranks worse than 88.24% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Haulotte Group's annualized net income for the quarter that ended in Jun. 2025 was €-37.5 Mil. Haulotte Group's average Total Stockholders Equity over the quarter that ended in Jun. 2025 was €184.7 Mil. Therefore, Haulotte Group's annualized ROE % for the quarter that ended in Jun. 2025 was -20.30%.

The historical rank and industry rank for Haulotte Group's ROE % or its related term are showing as below:

FRA:PHT' s ROE % Range Over the Past 10 Years
Min: -10.78   Med: 5.65   Max: 13.3
Current: -10.36

During the past 13 years, Haulotte Group's highest ROE % was 13.30%. The lowest was -10.78%. And the median was 5.65%.

FRA:PHT's ROE % is ranked worse than
88.24% of 204 companies
in the Farm & Heavy Construction Machinery industry
Industry Median: 7.315 vs FRA:PHT: -10.36

Haulotte Group  (FRA:PHT) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Jun. 2025 )
=Net Income/Total Stockholders Equity
=-37.48/184.65
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-37.48 / 524.572)*(524.572 / 585.03)*(585.03 / 184.65)
=Net Margin %*Asset Turnover*Equity Multiplier
=-7.14 %*0.8967*3.1683
=ROA %*Equity Multiplier
=-6.4 %*3.1683
=-20.30 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Jun. 2025 )
=Net Income/Total Stockholders Equity
=-37.48/184.65
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-37.48 / -14.392) * (-14.392 / 3.72) * (3.72 / 524.572) * (524.572 / 585.03) * (585.03 / 184.65)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 2.6042 * -3.8688 * 0.71 % * 0.8967 * 3.1683
=-20.30 %

Note: The net income data used here is two times the semi-annual (Jun. 2025) net income data. The Revenue data used here is two times the semi-annual (Jun. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Haulotte Group ROE % Related Terms


Haulotte Group ROE % Historical Data

* Premium members only.

The historical data trend for Haulotte Group's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Haulotte Group ROE % Chart

Haulotte Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.58 -7.22 0.10 7.71 0.00

Haulotte Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.55 16.56 -1.14 -20.30 0.00

FRA:PHT vs CAT, DE, PCAR: ROE % Comparison

For the Farm & Heavy Construction Machinery subindustry, Haulotte Group's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Haulotte Group ROE % vs Farm & Heavy Construction Machinery Industry

For the Farm & Heavy Construction Machinery industry and Industrials sector, Haulotte Group's ROE % distribution charts can be found below:

* The bar in red indicates where Haulotte Group's ROE % falls into.


FRA:PHT
71GF Score
Haulotte Group FRA:PHT
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Haulotte Group ROE % Calculation

Haulotte Group's annualized ROE % for the fiscal year that ended in Dec. 2024 is calculated as

ROE %=Net Income (A: Dec. 2024 )/( (Total Stockholders Equity (A: Dec. 2023 )+Total Stockholders Equity (A: Dec. 2024 ))/ count )
=15.085/( (185.485+205.792)/ 2 )
=15.085/195.6385
=7.71 %

Haulotte Group's annualized ROE % for the quarter that ended in Jun. 2025 is calculated as

ROE %=Net Income (Q: Jun. 2025 )/( (Total Stockholders Equity (Q: Dec. 2024 )+Total Stockholders Equity (Q: Jun. 2025 ))/ count )
=-37.48/( (205.792+163.508)/ 2 )
=-37.48/184.65
=-20.30 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Jun. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of -20.30% mean?
Haulotte Group (FRA:PHT) has a ROE % of -20.30% as of Jun. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Haulotte Group and its competitors. According to the industry distribution chart, Haulotte Group ranks #180 out of 204 companies in the Farm & Heavy Construction Machinery industry, placing it in the top 88.2%.
Is Haulotte Group's ROE % too high?
Haulotte Group's current ROE % is -20.30%. Based on the distribution chart, Haulotte Group ranks #180 out of 204 companies in the Farm & Heavy Construction Machinery industry, which is in the bottom quartile relative to peers. Overall, Haulotte Group has a GF Score™ of 71/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Haulotte Group's ROE % compare to CAT and DE?
According to the Farm & Heavy Construction Machinery industry distribution chart, Haulotte Group ranks #180 out of 204 companies for ROE %. This places Haulotte Group in the lower half of its industry. The industry median ROE % is 7.32. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Farm & Heavy Construction Machinery company?
The median ROE % among Farm & Heavy Construction Machinery companies is 7.32, based on 204 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Haulotte Group and its competitors. For the Farm & Heavy Construction Machinery industry, the median ROE % is 7.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Haulotte Group's current ROE % is -20.30%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Haulotte Group stock overvalued right now?
Based on GuruFocus' analysis, Haulotte Group (FRA:PHT) is currently considered Modestly Undervalued. The stock's GF Value™ is €2.21, compared to a current price of €2.00 — trading 9.5% below its estimated fair value. The current ROE % is -20.30%. Haulotte Group's overall GF Score™ is 71/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Haulotte Group (FRA:PHT), the current ROE % is -20.30% as of Jun. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Haulotte Group (FRA:PHT) Overvalued in 2026?

Based on GuruFocus' analysis, Haulotte Group stock appears to be undervalued. The current stock price of €2.00 is trading 9.5% below its estimated GF Value™ of €2.21. GuruFocus considers Haulotte Group to be Modestly Undervalued.

Key valuation signals for FRA:PHT:

  • ROE %: -20.30%
  • GF Value™: €2.21 vs. price of €2.00 (9.5% below fair value)
  • GF Score™: 71/100 with 9 warning signs

No single metric tells the full story. See the FRA:PHT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Haulotte Group Business Description

Other Exchanges 0HVA:UKPIG:France
Address Rue Emile Zola, Lorette, FRA, 42420
Haulotte Group designs, manufactures, and markets a wide products focused on mobile elevating work platforms and telehandlers. Its activities are further classified into segments namely the manufacture and sale of lifting equipment; the rental of lifting equipment; and services (spare parts, repairs, and financing). The company generates maximum revenue from the manufacturing and sale of lifting equipment. Geographically, it derives a majority of its revenue from Europe and also has a presence in North America; Latin America, and the Asia Pacific.
71GF Score

Get the complete analysis for FRA:PHT

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€2.00
Price
€2.21
GF Value