Added to YB: 2026-08-06
Pitch date: 2026-07-31
RHM.DE [neutral]
Rheinmetall AG
+4.16%
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 55.9B
Pitch Price
EUR 1.2K
Price Target
N/A
Dividend
0.96%
EV/EBITDA
26.82
P/E
53.01
EV/Sales
5.70
Sector
Aerospace and Defense
Category
growth
Theodosian Capital | Stocks Update 31/7/2026 - RHM – Ad hoc update – huge growth
RHM.DE (update): Ad hoc pre-release ahead of Aug 6 H1 results. Q2 rev €3.3bn (+69% YoY), op profit €562m ~20% above €470m consensus. Backlog >€80bn = huge visibility. Negative Q2 OFCF expected (order-payment lag). Prime beneficiary of Western defense spend, only in early innings. Undemanding 15.2x 2028 P/E, 2.6% yield.
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