Added to YB: 2026-02-02
Pitch date: 2026-01-29
LDO.MI [neutral]
Leonardo S.p.a.
+5.45%
current return
Author Info
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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 56.14
Price Target
N/A
Dividend
0.90%
EV/EBITDA
16.66
P/E
N/A
EV/Sales
1.94
Sector
Aerospace and Defense
Category
growth
Leonardo (LDO Italy): optionality is building, but the market still wants proof of execution
LDO.MI (update): Q4 set to deliver across aircraft, defence electronics & helicopters. FCF above target range, balance sheet improving. March strategy update to outline 2030 plan including LEO constellation, Rheinmetall JV, Baycar drones. Trades inline with EU defence peers but market awaits proof optionalities convert to profitable growth & execution.
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