Added to YB: 2026-08-17
Pitch date: 2026-08-13
AERO.SW [neutral]
Montana Aerospace AG
+2.63%
current return
Author Info
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Company Info
Montana Aerospace AG design, develop, and manufacture system components and complex assemblies worldwide and complex assemblies worldwide.
Market Cap
CHF 1.7B
Pitch Price
CHF 26.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.33
P/E
39.63
EV/Sales
1.73
Sector
Aerospace and Defense
Category
growth
Montana Aerospace (AERO Switzerland): Cash generation catches up with aerospace growth
AERO.SW (update): H1 sales +11.7% to €518.4m, EBITDA +12.2% to €87.1m; Aerostructures margin 18.3%. Continuing ops profit €29.7m vs -€2.4m yr ago. FCF €67.3m; Energy disposal cut net debt to €64.7m (0.4x EBITDA), net cash by year-end. 2026 targets: €1bn+ sales, €185m+ EBITDA, ~50% cash conv. Buyback under review; unresolved mgmt structure, update in Q3.
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