Added to YB: 2025-10-02
Pitch date: 2025-09-30
AERO.SW [neutral]
Montana Aerospace AG
-11.49%
current return
Author Info
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Company Info
Montana Aerospace AG design, develop, and manufacture system components and complex assemblies worldwide.
Market Cap
CHF 1.9B
Pitch Price
CHF 27.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.98
P/E
80.97
EV/Sales
1.23
Sector
Aerospace and Defense
Category
special_situation
Montana Aerospace (AERO Switzerland): Refocusing as a pure-play aerostructures group
AERO.SW (quick overview): Divested energy unit to become pure-play aerostructures; generates cash, avoids capex burden, enables debt-to-equity conversion lowering leverage <1x EBITDA by year-end, potentially net cash. Enhanced M&A firepower for vertical integration strategy. Simplified structure reduces risk, improves positioning for aerospace recovery.
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