Leonardo : Des mesures fortes sur Aerostructures favoriseraient un nouveau re-rating
>Un T3 2024 solide porté par la défense - Leonardo a publié hier un solide T3, dépassant les attentes à tous les niveaux, même s’il faut relativiser la contribution de ce seul trimestre qui ne représente que 18% de l’EBITA annuel en moyenne sur les 10 derniers exercices. L’EBITA ressort 14.3% au-delà des attentes à 263 M€ (+22.9%) pour un CA de 4 091 M€ (+21.2%), soit une marge de 6.4% (+10pb). L’écart par rapport à nos estimations provient exclusivement de l’activité...Leonardo is the holding company for The Finmeccanica Group, and is responsible for guiding and controlling industrial and strategic operations, coordinates its subsidiaries. The Finmeccanica Group operates in the Aerospace and Defence sector, which includes the Helicopters, Defence and Security Electronics, Aeronautics, Space and Defence Systems segments; and in the Transportation sector, which also includes Fata S.p.a., in addition to the companies operating in the transportation sector.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.