Rheinmetall AG

5 days 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.

5 days 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.

28 days 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.

1 month 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.

2 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.

2 months ago · marketbeat.com

Rheinmetall ETR: RHM reported sharply higher second-quarter sales and operating profit as demand for military vehicles, ammunition and air-defense systems accelerated, while the company lowered its 2026 revenue outlook following the loss of Germany's F126 frigate program.

2 months ago · cnbc.com

Rheinmetall trimmed its 2026 guidance by 300 million euros, reflecting a cancelled order from the German government earlier this year. It came as the arms maker saw sales grow 39% and profits rise 74% in the first half of the year.

2 months ago · wsj.com

The company expects annual sales between $15.83 billion to $16.41 billion, guidance which remains above what it reported last year.

2 months ago · reuters.com

German defence company Rheinmetall revised down its 2026 sales outlook ​range on Thursday in the aftermath of ‌the German government's decision to jettison a delayed frigate programme whose contract the firm had been tipped to win.

2 months ago · wsj.com

Arms maker Rheinmetall said it had logged strong growth in second-quarter revenue and earnings thanks to robust demand for military equipment