Reece Limited (REH.AX)
Cremorne, VIC, AU
Reece Limited operates as a major distributor of various essential products across Australia, the United States, and New Zealand. Its comprehensive product range includes plumbing, bathroom amenities, heating, ventilation, and air-conditioning (HVAC) systems, waterworks supplies, and refrigeration equipment. The company also provides solutions for irrigation, swimming pools, fire protection, and kitchen installations. Serving a diverse clientele, Reece caters to trade professionals, retail businesses, commercial enterprises, and large-scale infrastructure projects. Its products are sold under well-known brands such as Reece, Viadux, Actrol, and Metaflex. Established in 1919, the company, with its headquarters in Cremorne, Australia, was formerly known as Reece Australia Limited, adopting its current name in November 2015.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.47% | -0.58% | +0.66% | -11.88% | +8.58% | +2.99% | -11.31% | -24.01% | -32.62% | +94.92% | +9,934.17% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | -1 |
| Buy | 1 | 0 |
| Hold | 7 | 0 |
| Sell | 3 | 0 |
| Strong Sell | 1 | 0 |
-
Revenue growth Industrial - Distribution: +4.8%-1.4% Q4'25: +2.4% (vs Q4'23)
-
EPS growth Industrial - Distribution: +8.9%-24.6% Q4'25: -34.3% (vs Q4'23)
-
FCF margin FCF growth · Industrial - Distribution: +12.0%+3.2% Q4'25: +2.6% (vs Q4'23)
-
EBIT margin Industrial - Distribution: +5.8%+5.7% Q4'25: +5.6% (vs Q4'23)
-
ROIC Industrial - Distribution: +7.4%+6.3% Q4'25: +10.7% (vs Q4'23)
-
Share dilution Industrial - Distribution: +0.0%-0.1% ★ Q4'25: -2.9% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Distribution: 0.84×2.28× Q4'25: 1.88× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2002 actual |
Jun 2003 actual |
Jun 2004 actual |
Jun 2005 actual |
Jun 2009 actual |
Jun 2010 actual |
Jun 2011 actual |
Jun 2012 actual |
Jun 2013 actual |
Jun 2014 actual |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 15 Rev. Ana. 12 EPS Ana. |
Jun 2027 15 Rev. Ana. 13 EPS Ana. |
Jun 2028 13 Rev. Ana. 10 EPS Ana. |
Jun 2029 9 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
637.03M
est: 610.53M (+4.3%)
|
740.24M
est: 758.58M (-2.4%)
|
871.81M
est: 888.84M (-1.9%)
|
1.01B
est: 1.02B (-1.1%)
|
1.51B
est: 1.52B (-1.0%)
|
1.50B
est: 1.56B (-3.5%)
|
1.56B
est: 1.60B (-2.1%)
|
1.52B
est: 1.56B (-2.4%)
|
1.53B
est: 1.52B (+0.8%)
|
1.78B
est: 1.78B (0.0%)
|
2.09B
est: 2.08B (+0.4%)
|
2.28B
est: 2.29B (-0.4%)
|
2.43B
est: 2.44B (-0.6%)
|
2.69B
est: 2.62B (+2.5%)
|
5.46B
est: 5.46B (+0.1%)
|
6.01B
est: 5.26B (+14.3%)
|
6.27B
est: 6.29B (-0.3%)
|
7.65B
est: 7.29B (+5.1%)
|
8.84B
est: 8.65B (+2.2%)
|
9.10B
est: 8.99B (+1.3%)
|
8.98B
est: 8.79B (+2.1%)
|
9.28B
9.07B – 9.48B
+5.6% YoY
|
9.73B
9.38B – 10.01B
+4.9% YoY
|
10.35B
10.33B – 10.36B
+6.3% YoY
|
10.76B
10.45B – 11.04B
+4.0% YoY
|
| EBITDA |
59.25M
est: 64.32M (-7.9%)
|
64.79M
est: 76.41M (-15.2%)
|
86.56M
est: 91.80M (-5.7%)
|
106.35M
est: 105.43M (+0.9%)
|
168.85M
est: 157.32M (+7.3%)
|
191.70M
est: 160.89M (+19.2%)
|
203.18M
est: 164.09M (+23.8%)
|
196.45M
est: 164.09M (+19.7%)
|
209.01M
est: 159.06M (+31.4%)
|
224.68M
est: 183.43M (+22.5%)
|
291.99M
est: 218.27M (+33.8%)
|
334.26M
est: 241.80M (+38.2%)
|
358.90M
est: 257.44M (+39.4%)
|
378.32M
est: 275.79M (+37.2%)
|
508.40M
est: 661.63M (-23.2%)
|
634.49M
est: 241.62M (+162.6%)
|
702.99M
est: 236.71M (+197.0%)
|
820.78M
est: 256.81M (+219.6%)
|
912.41M
est: 275.49M (+231.2%)
|
983.92M
est: 286.01M (+244.0%)
|
863.32M
est: 917.07M (-5.9%)
|
977.58M
955.50M – 998.91M
+6.6% YoY
|
1.03B
988.70M – 1.05B
+4.9% YoY
|
1.09B
1.09B – 1.09B
+6.3% YoY
|
1.13B
1.10B – 1.16B
+4.0% YoY
|
| EBIT |
50.73M
est: 42.61M (+19.1%)
|
55.52M
est: 51.90M (+7.0%)
|
66.00M
est: 60.81M (+8.5%)
|
95.64M
est: 69.84M (+36.9%)
|
143.61M
est: 104.22M (+37.8%)
|
163.57M
est: 106.59M (+53.5%)
|
173.56M
est: 109.31M (+58.8%)
|
163.45M
est: 106.45M (+53.5%)
|
171.87M
est: 104.14M (+65.0%)
|
182.68M
est: 121.52M (+50.3%)
|
247.53M
est: 144.60M (+71.2%)
|
287.68M
est: 159.17M (+80.7%)
|
308.95M
est: 170.55M (+81.2%)
|
324.48M
est: 182.71M (+77.6%)
|
380.33M
est: 672.85M (-43.5%)
|
402.04M
est: 351.72M (+14.3%)
|
475.44M
est: 453.34M (+4.9%)
|
562.55M
est: 491.84M (+14.4%)
|
622.50M
est: 527.62M (+18.0%)
|
658.51M
est: 547.77M (+20.2%)
|
511.00M
est: 607.54M (-15.9%)
|
647.62M
633.00M – 661.75M
+6.6% YoY
|
679.19M
654.99M – 698.44M
+4.9% YoY
|
722.13M
721.18M – 723.07M
+6.3% YoY
|
751.32M
729.33M – 770.21M
+4.0% YoY
|
| Net Income |
42.46M
est: 45.00M (-5.6%)
|
46.74M
est: 52.81M (-11.5%)
|
61.53M
est: 77.20M (-20.3%)
|
75.32M
est: 96.48M (-21.9%)
|
96.73M
est: 126.66M (-23.6%)
|
114.26M
est: 152.74M (-25.2%)
|
118.61M
est: 160.71M (-26.2%)
|
113.28M
est: 144.90M (-21.8%)
|
119.13M
est: 140.30M (-15.1%)
|
123.03M
est: 167.79M (-26.7%)
|
165.56M
est: 192.39M (-13.9%)
|
192.22M
est: 235.00M (-18.2%)
|
211.79M
est: 262.13M (-19.2%)
|
224.62M
est: 287.85M (-22.0%)
|
202.10M
est: 469.81M (-57.0%)
|
229.00M
est: 204.05M (+12.2%)
|
285.60M
est: 252.83M (+13.0%)
|
392.49M
est: 274.30M (+43.1%)
|
387.61M
est: 387.61M (+0.0%)
|
419.17M
est: 419.17M (+0.0%)
|
316.94M
est: 316.94M (+0.0%)
|
287.35M
277.56M – 313.76M
-9.3% YoY
|
323.23M
307.05M – 374.13M
+12.5% YoY
|
377.37M
328.87M – 439.35M
+16.8% YoY
|
394.47M
379.47M – 407.37M
+4.5% YoY
|
| SGA |
101.20M
est: 118.47M (-14.6%)
|
126.85M
est: 144.30M (-12.1%)
|
147.11M
est: 169.08M (-13.0%)
|
167.78M
est: 194.18M (-13.6%)
|
163.60M
est: 289.76M (-43.5%)
|
176.49M
est: 296.34M (-40.4%)
|
185.27M
est: 303.92M (-39.0%)
|
167.25M
est: 295.97M (-43.5%)
|
166.38M
est: 289.53M (-42.5%)
|
193.74M
est: 337.85M (-42.7%)
|
237.38M
est: 402.03M (-41.0%)
|
245.21M
est: 442.54M (-44.6%)
|
266.36M
est: 474.16M (-43.8%)
|
299.73M
est: 507.97M (-41.0%)
|
635.59M
est: 626.90M (+1.4%)
|
699.16M
est: 641.73M (+8.9%)
|
735.66M
est: 771.91M (-4.7%)
|
1.59B
est: 837.47M (+90.1%)
|
1.84B
est: 898.40M (+105.1%)
|
1.93B
est: 932.70M (+107.2%)
|
2.01B
est: 1.69B (+19.2%)
|
1.80B
1.76B – 1.84B
+6.6% YoY
|
1.89B
1.82B – 1.94B
+4.9% YoY
|
2.01B
2.01B – 2.01B
+6.3% YoY
|
2.09B
2.03B – 2.14B
+4.0% YoY
|
| EPS |
0.08
est: 0.07 (+21.0%)
|
0.09
est: 0.10 (-5.3%)
|
0.12
est: 0.12 (+0.6%)
|
0.15
est: 0.15 (+0.7%)
|
0.19
est: 0.20 (-2.9%)
|
0.23
est: 0.24 (-2.5%)
|
0.23
est: 0.25 (-7.4%)
|
0.22
est: 0.22 (-1.7%)
|
0.24
est: 0.22 (+10.8%)
|
0.24
est: 0.26 (-7.4%)
|
0.33
est: 0.30 (+10.2%)
|
0.38
est: 0.37 (+3.9%)
|
0.42
est: 0.41 (+3.2%)
|
0.45
est: 0.45 (+0.4%)
|
0.36
est: 0.48 (-25.1%)
|
0.40
est: 0.29 (+36.4%)
|
0.44
est: 0.43 (+1.7%)
|
0.61
est: 0.56 (+9.5%)
|
0.60
est: 0.61 (-1.3%)
|
0.65
est: 0.65 (0.0%)
|
0.49
est: 0.50 (-2.7%)
|
0.46
0.43 – 0.49
-8.3% YoY
|
0.53
0.48 – 0.58
+15.5% YoY
|
0.62
0.51 – 0.68
+16.1% YoY
|
0.61
0.59 – 0.63
-1.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-25 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-15 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VanEck - Australian Equal Weight ETF MVW.AX | 1.35% | 30.04M | 0.35% |
| 2 | iShares S&P/ASX Small Ordinaries ETF ISO.AX | 1.23% | 1.08M | 0.55% |
| 3 | BetaShares - Australian Sustainability Leaders ETF FAIR.AX | 0.98% | 7.25M | 0.49% |
| 4 | iShares Edge MSCI Australia Multifactor ETF AUMF.AX | 0.61% | 598.8K | 0.30% |
| 5 | Vanguard MSCI Australian Small Companies Index ETF VSO.AX | 0.52% | 4.19M | 0.30% |
| 6 | BetaShares - Australian Ex-20 Portfolio Diversifier ETF EX20.AX | 0.42% | 1.93M | 0.25% |
| 7 | BetaShares - Geared Australian Equities Complex ETF GEAR.AX | 0.29% | 1.24M | 0.78% |
| 8 | Franklin FTSE Australia ETF FLAU | 0.16% | 238.2K | 0.09% |
| 9 | BetaShares - Australia 200 ETF A200.AX | 0.15% | 10.72M | 0.04% |
| 10 | Xtrackers S&P ASX 200 UCITS ETF 1D XAUS.L | 0.14% | 101.9K | 0.50% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Peter J. Wilson | Chairman & Chief Executive Officer | 4M | male |
| Sasa Nikolic | MD, Group President & Executive Director | 3M | male |
| Claude A. Swanson Hornsby | Executive Chair of United States | 2M | male |
| Andrew Young | Chief Financial Officer | 1M | male |
| Chantelle Duffy | Company Secretary | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for REH.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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