Brembo S.p.A. (BRBOF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Brembo S.p.A. (BRBOF) trades at $9.34 with AI Score 46/100 (Grade C). Brembo S. p. A. Market cap: $2.97B, Sector: Consumer cyclical.
Price live · AI analysis from Mar 15, 2026Analyst Coverage for BRBOF: BRBOF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BRBOF against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BRBOF: the 1 perspectives are evenly split.
How is this calculated? →Brembo S.p.A. (BRBOF) Consumer Business Overview
Brembo S.p.A., founded in 1961 and headquartered in Italy, is a global leader in braking systems and components for the automotive, motorcycle, and industrial sectors. With a market capitalization of $2.97B, Brembo offers advanced braking solutions under brands like Brembo Racing and AP Racing, operating across 15 countries.
What Is the Investment Thesis for BRBOF?
Brembo S.p.A. presents a notable research candidate due to its leading position in the automotive braking systems market and its strong brand reputation. The company's focus on innovation and high-performance products positions it well to capitalize on the increasing demand for advanced braking solutions, driven by the growth of electric vehicles (EVs) and autonomous driving technologies. Brembo's diversified revenue streams, spanning both OEM and aftermarket segments, provide resilience against cyclical downturns in the automotive industry. With a P/E ratio of 12.28 and a dividend yield of 3.42%, Brembo offers an attractive valuation relative to its growth prospects. Key catalysts include the expansion of its product portfolio into new applications, such as braking systems for electric vehicles, and the continued growth of its aftermarket business. However, potential risks include increased competition from other braking system manufacturers and fluctuations in raw material costs.
Based on FMP financials and quantitative analysis
BRBOF Key Highlights
- Brembo's market capitalization stands at $3.91 billion, reflecting its significant presence in the automotive braking systems market.
- The company's P/E ratio of 12.28 suggests a reasonable valuation relative to its earnings.
- A gross margin of 56.5% indicates strong pricing power and efficient cost management.
- Brembo's dividend yield of 3.42% provides an attractive income stream for investors.
- The company operates in 15 countries, demonstrating its global reach and diversified revenue streams.
Who Are BRBOF's Competitors?
BRBOF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| JELCF Johnson Electric Holdings Limited | $3.12 | +3379293200.00% | $2.89B | 47 |
| JTEKY JTEKT Corporation | $31.08 | +0.42% | $3.30B | 45 |
| KOTMF Koito Manufacturing Co., Ltd. | $16.65 | +3.74% | $4.38B | 45 |
| LIMAF Linamar Corporation | $68.98 | +2.63% | $4.08B | 42 |
| MMTOF Mitsubishi Motors Corporation | $2.25 | +11.39% | $3.01B | 36 |
| INVZ Innoviz Technologies Ltd. | $0.68 | -2.17% | $150.02M | 68 |
| HYLN Hyliion Holdings Corp. | $4.30 | -0.35% | $767.70M | 66 |
| SES SES AI Corporation | $0.88 | -0.05% | $322.33M | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BRBOF's Key Strengths?
- Strong brand reputation and recognition
- Extensive product portfolio
- Global presence and distribution network
- Long-standing relationships with leading OEMs
What Are BRBOF's Weaknesses?
- Dependence on the automotive industry cycle
- Exposure to fluctuations in raw material costs
- Limited presence in emerging markets compared to some competitors
- Potential impact from technological shifts in the automotive industry
What Could Drive BRBOF Stock Higher?
- Increasing demand for high-performance braking systems in the automotive industry.
- Expansion of Brembo's product portfolio into electric vehicle (EV) braking systems.
- Potential strategic acquisitions to expand product offerings and market reach.
- Growth in the aftermarket business driven by increasing vehicle parc.
- Investments in research and development of advanced braking technologies.
What Are the Key Risks for BRBOF?
- Increased competition from other braking system manufacturers.
- Fluctuations in raw material costs impacting profitability.
- Economic downturns impacting vehicle sales and demand for braking systems.
- Disruptive technologies in the automotive industry rendering existing products obsolete.
- Regulatory changes and safety standards requiring significant investments in new technologies.
What Are the Growth Opportunities for BRBOF?
- Growth opportunity 1: Expansion into Electric Vehicle (EV) Braking Systems: The increasing adoption of EVs presents a significant growth opportunity for Brembo. The company can leverage its expertise in braking systems to develop and market specialized braking solutions for EVs, which require different braking characteristics due to regenerative braking systems. The global EV market is projected to reach $800 billion by 2027, offering a substantial market opportunity for Brembo to expand its revenue streams.
- Growth opportunity 2: Aftermarket Expansion: Brembo's aftermarket business provides a stable and recurring revenue stream. The company can further expand its aftermarket presence by increasing its distribution network, developing new products for the aftermarket, and enhancing its online sales channels. The global automotive aftermarket is projected to reach $1 trillion by 2028, providing ample growth opportunities for Brembo.
- Growth opportunity 3: Geographic Expansion: Brembo currently operates in 15 countries, offering opportunities for further geographic expansion. The company can target emerging markets with high growth potential in the automotive sector, such as India and Southeast Asia. These markets are experiencing rapid growth in vehicle sales, driving demand for automotive components, including braking systems.
- Growth opportunity 4: Development of Advanced Braking Technologies: Brembo can invest in the development of advanced braking technologies, such as brake-by-wire systems and autonomous emergency braking (AEB) systems. These technologies are becoming increasingly important for enhancing vehicle safety and performance, driven by the growing adoption of autonomous driving technologies. The market for advanced driver-assistance systems (ADAS), which includes AEB systems, is projected to reach $60 billion by 2025.
- Growth opportunity 5: Strategic Acquisitions: Brembo can pursue strategic acquisitions to expand its product portfolio, enter new markets, and gain access to new technologies. The company can target companies with complementary products or technologies in the braking systems market or related automotive components sectors. Strategic acquisitions can accelerate Brembo's growth and enhance its competitive position.
What Opportunities Does BRBOF Have?
- Expansion into electric vehicle (EV) braking systems
- Growth in the aftermarket business
- Geographic expansion into emerging markets
- Development of advanced braking technologies
What Threats Does BRBOF Face?
- Increased competition from other braking system manufacturers
- Disruptive technologies in the automotive industry
- Economic downturns impacting vehicle sales
- Changes in government regulations and safety standards
What Are BRBOF's Competitive Advantages?
- Strong brand reputation and recognition in the high-performance braking systems market.
- Extensive portfolio of patented technologies and intellectual property.
- Long-standing relationships with leading automotive and motorcycle manufacturers.
- Global manufacturing and distribution network.
- Expertise in engineering and design of advanced braking systems.
What Does BRBOF Do?
Founded in 1961, Brembo S.p.A. has evolved into a global leader in the design, development, and production of high-performance braking systems and components. Headquartered in Stezzano, Italy, the company serves the automotive, motorcycle, and industrial vehicle sectors. Brembo's product portfolio includes brake discs, calipers, wheel-side modules, and complete braking systems, catering to both original equipment manufacturers (OEMs) and the aftermarket. The company also provides integrated engineering services for light commercial and heavy industrial vehicles, motorbikes, and racing competitions. Brembo operates through two primary segments: Discs – Systems – Motorbikes and After market – Performance Group. The Discs – Systems – Motorbikes segment focuses on developing and manufacturing braking systems for OEMs, while the After market – Performance Group segment caters to the replacement and performance upgrade markets. Brembo's products are sold under various brands, including Brembo Racing for race cars and motorbikes, AP Racing for race car braking systems and clutches, and Marchesini for magnesium and aluminum wheels for racing motorbikes. With operations in 15 countries, Brembo has established a strong global presence, serving a diverse customer base that includes leading automotive and motorcycle manufacturers. The company's commitment to innovation and quality has positioned it as a preferred supplier for high-performance braking solutions. Brembo S.p.A. is a subsidiary of Nuova FourB S.r.l.
What Products and Services Does BRBOF Offer?
- Designs, develops, and produces braking systems for cars, motorbikes, and industrial vehicles.
- Offers brake discs, calipers, wheel-side modules, and braking systems.
- Provides integrated engineering services for various vehicles and racing competitions.
- Manufactures brake master cylinders, light-alloy wheels, and brake hoses.
- Supplies braking systems pads, drums, brake shoes, and drum-brake kits.
- Offers braking systems for race cars and motorbikes under the Brembo Racing brand.
- Provides braking systems and clutches for race cars under the AP Racing brand.
- Manufactures magnesium and aluminum wheels for racing motorbikes under the Marchesini brand.
How Does BRBOF Make Money?
- Brembo generates revenue from the sale of braking systems and components to original equipment manufacturers (OEMs) in the automotive, motorcycle, and industrial vehicle sectors.
- The company also generates revenue from the sale of replacement parts and performance upgrades in the aftermarket.
- Brembo provides integrated engineering services to vehicle manufacturers and racing teams, generating revenue from consulting and development projects.
What Industry Does BRBOF Operate In?
Brembo S.p.A. operates within the automotive parts industry, which is experiencing significant transformation driven by the shift towards electric vehicles (EVs) and autonomous driving technologies. The demand for advanced braking systems is increasing, driven by the need for enhanced safety and performance in these new vehicle platforms. The industry is characterized by intense competition, with key players including JTEKY, KOTMF, and MMTOF. Brembo's focus on innovation and high-performance products positions it well to capitalize on these trends and maintain its leading market position.
Who Are BRBOF's Key Customers?
- Original equipment manufacturers (OEMs) in the automotive industry.
- Motorcycle manufacturers.
- Industrial vehicle manufacturers.
- Aftermarket distributors and retailers.
- Racing teams and motorsport organizations.
Brembo S.p.A. Financial Trajectory
Brembo S.p.A. (BRBOF) reported $945.8M in revenue for Q1 2026, reflecting 7.7% growth compared to the prior quarter. The company recorded net income of $56.9M, with diluted EPS of $0.18. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Consumer Cyclical. Across the four most recent quarters, BRBOF averaged $0.17 in diluted EPS.
Company Profile
Brembo S.p.A. operates in the Auto - Parts industry within the Consumer Cyclical sector. It is headquartered in Stezzano, IT. The company is led by CEO Daniele Schillaci. BRBOF has traded publicly since 2012.
How Brembo S.p.A. Is Valued
Brembo S.p.A. carries a market capitalization of $2.97B, placing it in the mid-cap category. Relative to its peer group, BRBOF's quantitative score of 46/100 is roughly in line with the peer average of 43/100.
ROE 9%Key Financial Metrics
Return on equity for Brembo S.p.A. stands at 9.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.5%, showing how much profit it generates from its asset base. BRBOF trades at a trailing price-to-earnings ratio of 15.04, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 8.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.29 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.6%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
Brembo S.p.A.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.05 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project Brembo S.p.A. revenue of about $3.77B for fiscal 2026, with EPS near $0.69. The estimate reflects 8 contributing analysts.
BRBOF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Strong brand reputation and recognition
- Extensive product portfolio
- Global presence and distribution network
- Long-standing relationships with leading OEMs
Bear Case
- Dependence on the automotive industry cycle
- Exposure to fluctuations in raw material costs
- Limited presence in emerging markets compared to some competitors
- Potential impact from technological shifts in the automotive industry
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $946M | $57M | $0.18 |
| Q4 2025 | $878M | $46M | $0.15 |
| Q3 2025 | $933M | $65M | $0.20 |
| Q2 2025 | $926M | $47M | $0.15 |
Based on FMP financials and quantitative analysis
BRBOF Latest News
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Stocks That Hit 52-Week Highs On Thursday
· Dec 12, 2019
BRBOF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BRBOF.
Price Targets
Wall Street price target analysis for BRBOF.
BRBOF MoonshotScore
What does this score mean?
The MoonshotScore rates BRBOF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Daniele Schillaci
CEO
Daniele Schillaci is the CEO of Brembo S.p.A. He brings extensive experience in the automotive industry, having held various leadership positions at major automotive companies. His career spans roles in product development, manufacturing, and sales, providing him with a comprehensive understanding of the automotive value chain. Schillaci's expertise lies in driving innovation, improving operational efficiency, and expanding market share.
Track Record: Since becoming CEO, Daniele Schillaci has focused on strengthening Brembo's position as a leader in braking systems and components. Key initiatives include expanding the company's product portfolio to include solutions for electric vehicles, investing in research and development of advanced braking technologies, and enhancing the company's global presence. Schillaci has also emphasized sustainability and corporate social responsibility, aligning Brembo's operations with environmental and social goals.
BRBOF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Brembo S.p.A. (BRBOF) may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited or no financial disclosure, making it challenging for investors to assess their financial health and performance. Trading on the OTC Other tier carries higher risks compared to exchanges like NYSE or NASDAQ due to the lack of stringent listing requirements.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases the risk of investing in BRBOF.
- Low trading volume and wide bid-ask spreads can lead to price volatility and illiquidity.
- The OTC Other tier carries higher regulatory and compliance risks compared to listed exchanges.
- Potential for fraud or manipulation is higher on the OTC market due to less stringent oversight.
- Lack of analyst coverage and institutional interest can limit investor awareness and price discovery.
- Verify the company's financial statements and audit reports.
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's regulatory compliance and legal risks.
- Monitor trading volume and price volatility.
- Consult with a financial advisor before investing.
- Understand the risks associated with investing in OTC stocks.
- Brembo S.p.A. is a well-established company with a long operating history.
- The company has a global presence and serves leading automotive manufacturers.
- Brembo has a strong brand reputation and is known for its high-performance braking systems.
- The company is a subsidiary of Nuova FourB S.r.l., suggesting a level of institutional oversight.
- Brembo has a market capitalization of $2.97B, indicating a significant scale of operations.
What Investors Ask About Brembo S.p.A. (BRBOF) — Consumer Cyclical
What does Brembo S.p.A. do?
Brembo S.p.A. is a global leader in the design, development, and production of braking systems and components for the automotive, motorcycle, and industrial vehicle sectors. The company offers a comprehensive range of products, including brake discs, calipers, wheel-side modules, and complete braking systems. Brembo serves both original equipment manufacturers (OEMs) and the aftermarket, providing high-performance braking solutions for a diverse customer base. The company operates under various brands, including Brembo Racing and AP Racing, catering to racing and performance enthusiasts.
What are the main risks for BRBOF?
The main risks for BRBOF include increased competition from other braking system manufacturers, fluctuations in raw material costs impacting profitability, and economic downturns impacting vehicle sales and demand for braking systems. Additionally, disruptive technologies in the automotive industry could render existing products obsolete, and regulatory changes and safety standards may require significant investments in new technologies. Investors should carefully consider these risks before investing in BRBOF.
What are the key factors to evaluate for BRBOF?
Brembo S.p.A. (BRBOF) holds an AI score of 46/100 (low). Not financial advice.
How frequently does BRBOF data refresh on this page?
BRBOF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BRBOF's recent stock price performance?
Brembo S.p.A. (BRBOF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation and recognition. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BRBOF overvalued or undervalued right now?
Valuing Brembo S.p.A. (BRBOF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BRBOF?
Before investing in Brembo S.p.A. (BRBOF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding BRBOF to a portfolio?
Key strength of Brembo S.p.A. (BRBOF): Strong brand reputation and recognition. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for BRBOF, limiting the depth of insights.
- OTC market data may have limited reliability compared to listed exchanges.