Added to YB: 2026-03-16
Pitch date: 2026-03-12
RHM.DE [neutral]
Rheinmetall AG
+2.68%
current return
Author Info
No bio for this author
Company Info
Rheinmetall AG provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
Market Cap
EUR 69.8B
Pitch Price
EUR 1.6K
Price Target
N/A
Dividend
0.76%
EV/EBITDA
33.03
P/E
68.22
EV/Sales
7.04
Sector
Aerospace and Defense
Category
growth
Theodosian Capital | Stocks Update 12/3/2026 - RHM – FY 2025 results; strong outlook
RHM.DE (earnings): FY25 rev +29%, op profit +33%, DPS €11.50 (+42%). Orderbook €64bn, mgmt sees €135bn by end-2026 (vs €14bn end-2021). Op cashflow €2.3bn (from €1.7bn 2024), net cash position. 2026 guide: rev +40-45% (28-31% organic) w/ margin expansion. Naval Vessels Luerssen acquisition adds sea domain. Trades 26.5x 2027 EPS; net income expected to double 2026-2028.
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