CAF's shares have recorded a strong revaluation this Friday, exceeding a 9% increase, after announcing a 36% rise in its net profit at the end of the first half, reaching 99 million euros, along with a 9% increase in the volume of its order book.
Specifically, the company's shares ended the session with a gain of 9.62%, reaching 68.4 euros per share. Since the beginning of 2026, CAF has accumulated a revaluation of 17.06% and, if the last year is taken as a reference, the rise reaches 29.19%.
Analysts from Renta 4 have highlighted that these latest results have been "spectacular" and "well above expectations, mainly due to Solaris," which has shone thanks to "a record quarter of deliveries and a notable margin expansion due to product 'mix' up to 7.3%."
For their part, analysts from Banco Sabadell have emphasized results "well above expectations," "with commercial activity that continues to stand out."
The railway company presented its accounts after the market closed last Thursday, emphasizing that its order book, which amounts to 17.743 billion euros, advanced 9% in the first half of the fiscal year, driven mainly by intense contracting in the railway business.
CAF also indicated that the increase in results, exceeding 30%, has occurred in a semester "of increased activity and margin expansion."
The company emphasized that Solaris has reached "record" figures since its acquisition by CAF in 2018, significantly increasing its contribution to the Group. During this period, 725 buses have been contracted, of which 80% are zero-emissions. However, its order book is decreasing due to the high level of activity recorded in the second quarter of 2026.