Added to YB: 2026-02-26
Pitch date: 2025-12-19
AERO.SW [bullish]
Montana Aerospace AG
+20.86%
current return
Author Info
No bio for this author
Company Info
Montana Aerospace AG design, develop, and manufacture system components and complex assemblies worldwide.
Market Cap
CHF 2.2B
Pitch Price
CHF 26.60
Price Target
75.00 (+133%)
Dividend
N/A
EV/EBITDA
12.65
P/E
74.19
EV/Sales
1.47
Sector
Aerospace and Defense
Category
growth
Montana Aerospace AG - $AERO.SW
AERO.SW: Pure-play aerospace supplier to all major OE programs (50/50 BA/Airbus split). Grew 28% CAGR vs 14% industry, 90% single-source contracts. Net cash, 8x '26 EBITDA vs peers at 14x+. Expects 20% annual earnings growth on OE delivery ramp (+17% '26, +11% '27, +9% '28). Recent dip on misunderstood guidance (core biz improved). $485M FCF '26-'28 for M&A/buybacks. Catalysts: US dual-listing, analyst coverage, acquisitions. 2yr PT $75 (+200%) at 14x '28 EBITDA. Founder owns 45%.
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