Professional
Added to YB: 2024-08-08
Pitch date: 2024-08-06
LDO.MI [bullish]
Leonardo S.p.a.
+181.97%
current return
Author Info
GreenWood Investors is a bottom-up, mostly long, concentrated and constructivist global investment firm focused on areas of pessimism, structural inefficiencies and low competition. Sign up for the newsletter.
Company Info
Leonardo S.p.a., an industrial and technological company, engages in the helicopters, defense electronics and security, cyber security and solutions, aircraft, aerostructures, and space sectors in Italy, the United Kingdom, rest of Europe, the United States of America, and internationally.
Market Cap
EUR 33.3B
Pitch Price
EUR 21.00
Price Target
N/A
Dividend
0.90%
EV/EBITDA
16.66
P/E
N/A
EV/Sales
1.94
Sector
Aerospace and Defense
Category
turnaround
GreenWood Investors Portfolio Holding: Leonardo S.p.a.
LDO.MI: CEO Cingolani unveils 1st capital allocation strategy, aims to lead industry in order book, revenue, profit. Ukraine war impact on gov't customers not fully reflected in 5-yr plan. Italy mulling orders exceeding annual defense spend. Co. anticipates share buybacks. Cheapest in industry, board representation, 10+ yr tailwind expected.
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