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Olfa Taamallah ...
  • Yan Derocles

Rheinmetall AG : Preview T3 2022 – Forte accélération attendue au T4 et newsflow plus dynamique

>La croissance accélère sensiblement au T3 - Rheinmetall publiera son T3 2022 le 10 novembre Nous tablons sur une accélération supplémentaire de la croissance au T3 avec un CA de 1 433 M€ (+13.9% dont 9.5% en organique vs -1.4% en lfl au T1 et +3.5% au T2) essentiellement porté par la défense avec une poursuite de la montée en charge visible dans les trois sous-divisions. Nous modélisons une marge d’EBIT de 8.4% dont 9.1% sur le seul segment défense. Le FCF devrait re...
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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