Added to YB: 2025-02-24
Pitch date: 2025-02-21
THEON.AS [bullish]
Theon International Plc
+74.92%
current return
Author Info
Company Info
Theon International Plc develops and manufactures customizable night vision, thermal imaging, and electro-optical ISR systems for military and security applications in Europe and internationally.
Market Cap
EUR 1.9B
Pitch Price
EUR 16.69
Price Target
N/A
Dividend
1.22%
EV/EBITDA
18.73
P/E
26.57
EV/Sales
5.00
Sector
Aerospace and Defense
Category
growth
THEON INTERNATIONAL PLC - $THEON.AS
THEON.AS: Defense co w/ 61% rev growth to €352.4M, 25% EBIT margin. Night vision/thermal imaging leader, 50%+ EU mkt share. Strong backlog €654M + €301M options. 2025 guidance €410-430M rev, 25% EBIT. 11x 2025e EBIT. Founder owns 75%. Recent IPO, acquisitions for vertical integration & expansion. Dividend policy 40% payout.
Read full article (5 min)