Added to YB: 2026-08-27
Pitch date: 2026-08-25
FACC.VI [neutral]
FACC AG
+2.51%
current return
Author Info
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Company Info
FACC AG, together with its subsidiaries, engages in the development, production, and maintenance of aircraft components worldwide.
Market Cap
EUR 691.4M
Pitch Price
EUR 15.92
Price Target
N/A
Dividend
0.66%
EV/EBITDA
11.80
P/E
26.21
EV/Sales
0.85
Sector
Aerospace and Defense
Category
growth
FACC (FACC Austria): Widebody ramp and better execution support even better performance
FACC.VI (earnings): Q2 rev growth slowed to 5.7% (from 11.7% Q1), driven entirely by Engines & Nacelles -12% on development-rev timing shifting to H2; Aerostructures + Cabin Interiors both ~10%. Mgmt narrowed FY26 guide to 10-15% growth (from 5-15%), implying ~16% H2 accel; EBIT margin guide 5.25-6.25% needs ~6.6% H2 vs 4.8% H1 — big step but identifiable drivers: widebody ramp, delayed E&N rev, Cabin Interiors (3rd straight positive qtr, 6.4%), Aerostructures margin up to 3.8% from 1.5%. FX hedging adds ~20-30bp in '26/'27. Medium-term target 8-10% EBIT margin by 2027; H2'26 first real proof point.
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