Rheinmetall AG : Au-delà de l’Ukraine, la visibilité est robuste
>Qu’attendre du CMD ? - Un CMD sera organisé les 18/19 novembre à Rome avec notamment un focus sur la nouvelle JV LRMV avec Leonardo, l’activité de défense anti-aérienne et l’exposition à l’international. En termes de guidance, nous pensons que la société a d’ores et déjà dévoilé une partie de ses objectifs avec une marge EBIT de 20% à moyen terme pour les activités défense (vs c18% en FY 24) qui implique une marge d’environ 18% au niveau groupe (vs. >15% en FY 26 lor...Rheinmetall is a holding company. Through its subsidiaries, Co. operates in two sectors: defence and automotive. Co.'s defence sector is comprised of three divisions: combat systems, engaging in armored tracked vehicles and NBC protection systems; electronic solutions, engaging in air defence systems and soldier systems; and wheeled vehicles, engaging in wheeled logistics vehicles and wheeled tactical vehicles. Co.'s automotive sector is comprised of three division: mechatronics, engaging in cutting emissions and air management systems; hardparts, engaging in pistons and plain bearings and bushes; and motorservice, which includes aftermarket activities for replacement parts business.
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.