Rheinmetall AG

19 hours ago · wsj.com

The company said it expected sales of roughly $14.82 billion in 2026, below a prior guidance range of between $15.39 billion and $15.95 billion euros.

20 hours ago · cnbc.com

Rheinmetall cut its full-year guidance late Wednesday, citing delays to military contracts and ammunition deliveries. It marks the company's second outlook cut since August.

1 day ago · reuters.com

Rheinmetall cuts 2026 sales and margin guidance

15 days ago · reuters.com

Leonardo, Rheinmetall secure 3.7-billion-euro contracts with Italian army, MF daily says

18 days ago · reuters.com

Rheinmetall, MSC jointly acquire Romanian shipyard

2 months ago · seekingalpha.com

Rheinmetall AG is a top beneficiary of Europe's multi-year defense spending surge, with exposure across ammunition, vehicles, air defense, and digitalization. An €80.5 billion backlog and aggressive capacity expansion underpin robust sales and margin growth, though near-term free cash flow remains uneven due to inventory and investment. Valuation across P/E, EV/Sales, EV/EBITDA, and EV/FCF methods indicates 23–87% upside, supporting a strong buy rating with a blended price target of $2,179.

2 months ago · seekingalpha.com

Rheinmetall has sharply de-rated, now trading at a 52-week low despite a robust €80bn order book and strong revenue growth. RHM's valuation has compressed to sector levels, but its PEG is now deeply discounted at 0.4x, reflecting both risk and upside potential. Key risks include possible NATO spending reversals if peace returns to Ukraine, and execution risk on large, back-half 2026 orders and cash flow.

2 months ago · reuters.com

Defence company Rheinmetall will test drones, expand tank production ​and build a new logistics ‌centre in the central German city of Kassel, investing about €270 million ($314.31 million) ​in the projects, Chief ​Executive Armin Papperger said on Thursday.

3 months ago · seekingalpha.com

Rheinmetall remains a Strong Buy, with Q2 results validating robust demand and execution despite prior delivery timing concerns. Q2 sales surged 69% year-over-year, operating margin expanded to 17.1%, and backlog reached €80.5 billion, offering exceptional revenue visibility. F126 frigate program cancellation reduced 2026 revenue guidance by €300 million, but group margin targets and growth trajectory remain intact.

3 months ago · reuters.com

Rheinmetall expects to generate initial revenue from joint production of ATACMS missiles with Lockheed Martin in ​Germany in 2028, CEO Armin Papperger told Reuters, with ‌demand likely to remain strong for at least 15 years.