JOST Werke SE — Cyborg Score 7/10

Strong
Automotive Components & Commercial Vehicle Systems

Strategic Profile

The Transport segment is the company's highest performing business unit, generating approximately 800.97M EUR in annual revenue. Europe is JOST Werke's largest geographic market, generating 616.47M EUR annually, though the company operates globally across Europe, North America, Asia, and other regions.

Cyborg Score Rationale

JOST Werke operates in the specialized commercial vehicle components market with established brands and global presence. The company has demonstrated stable revenue generation of 1.07B EUR with exposure to critical automotive supply chain segments. However, cyclicality in commercial vehicle markets and regional concentration risks warrant cautious positioning.

Top Insights

  • Dual-segment strategy with Transport and Agriculture sectors provides revenue diversification beyond pure commercial vehicle exposure
  • Strong European market presence (57% of revenue) with established distribution across multiple regions
  • Safety-critical product designation creates sticky customer relationships and switching costs
  • Multiple recognizable brands (JOST, TRIDEC, Quicke, ROCKINGER) indicate successful portfolio management and market penetration

Named Competitors

  • Fifth Wheel Couplings & Trailer Components — Major automotive component supplier with commercial vehicle systems
  • Truck & Trailer Systems — European commercial vehicle components supplier
  • Agricultural Equipment — Global agricultural equipment and components manufacturer

Recent Developments

  • (February 2026) Stock trading at EUR 55.00 on XETRA exchange with 52-week range of 41.10-57.30
  • (Recent) Participation in Berenberg EU Opportunities Conference indicating active investor relations engagement

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