Report
Olfa Taamallah ...
  • Yan Derocles

Rheinmetall AG : Haut de fourchette de la guidance FY 2024 sécurisé et option de SBB réouverte. OC relevé à 560 €

>Le haut de la fourchette de la guidance FY 2024 est désormais garanti selon nous - Suite à la publication d’un solide T2 2024, nous avons révisé nos BPA FY 2024 de 8.8% pour nous situer désormais sur le haut de fourchette de tous les éléments de la guidance avec une marge opérationnelle de 15% (+220 pb) pour un CA de 10 036 M€. Le principal driver (en marge avec +170 pb comme en absolu avec +79%e) reste la division Weapon & Ammunition qui bénéficie du plein effet de ...
Underlying
Rheinmetall AG

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Olfa Taamallah

Yan Derocles

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