Alstom, FR0010220475

Alstom stock gains 1.24 percent as Northrail deal adds rail orders

Published on 09/29/2026 at 07:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Alstom stock follows a Northrail framework agreement covering up to 100 locomotives. Q1 fiscal 2027 revenue reached EUR 4.734 billion, with margin guidance at 6.5 percent.

Weißer Hochgeschwindigkeitszug fährt bei Sonnenuntergang durch grüne Felder Frankreichs — Alstom S.A. (FR0010220475) fertigt Hochgeschwindigkeitszüge, hier symbolisiert durch generischen Zug bei Sonnenuntergang, Illustration mit AI erstellt.

Alstom stock (ISIN FR0010220475) was last at EUR 14.73 on Euronext Paris on September 28, 2026, up 1.24 percent on the session. The move followed a Northrail framework agreement covering up to 100 Traxx Shunter locomotives, giving the rail equipment maker a concrete order catalyst.

Northrail order reaches EUR 700 million

Alstom and Northrail announced the agreement on September 23, 2026, at the InnoTrans trade show in Berlin. According to Ideal Investisseur, the framework covers up to 100 hybrid Traxx Shunter locomotives for European markets.

The total value can reach EUR 700 million when options and extended maintenance services are included. Deliveries are expected to begin in late 2029, while the firm order is scheduled for recognition in Alstom's second quarter of fiscal 2026/27, according to Ideal Investisseur.

Revenue growth meets margin target

Alstom reported Q1 fiscal 2027 revenue of EUR 4.734 billion, representing 4.9 percent growth. The company also confirmed its fiscal 2026/27 outlook, targeting organic revenue growth of 5 percent and an adjusted operating margin of 6.5 percent, as reported by Ideal Investisseur.

The margin target is the key operating test because the current order pipeline must convert into profitable deliveries. JP Morgan maintained its Buy rating and kept a EUR 28 price target on September 16, 2026, according to MarketScreener. That target is 90.15 percent above the September 28 reference price.

Stock remains below yearly levels

Alstom's September 28 price stood 32.89 percent below its level one year earlier. The same session showed an opening price of EUR 14.63, a high of EUR 14.91, a low of EUR 14.60 and volume of 1,043,808 shares.

Market capitalization was EUR 6.8 billion on September 28, 2026. The next company financial event listed by Alstom is the fiscal first-half results date of November 17, 2026, placing the margin delivery and order conversion at the center of the next reporting checkpoint.