Added to YB: 2026-06-25
Pitch date: 2026-06-23
RHM.DE [neutral]
Rheinmetall AG
Author Info
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Company Info
Rheinmetall AG provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
Market Cap
EUR 56.1B
Pitch Price
N/A
Price Target
N/A
Dividend
0.95%
EV/EBITDA
26.92
P/E
N/A
EV/Sales
N/A
Sector
Aerospace and Defense
Category
growth
Rheinmetall (RHM Germany): Execution concerns create an opening
RHM.DE (update): European rearmament accelerating, but execution/timing concerns reset confidence, cratering shares to sector multiples despite above-peer earnings growth. Consensus lowered, easing hurdle. Stronger Q2 expected, bottlenecks resolved. Key F126/Boxer awards pushed to H2 but intact, adding backlog visibility & upfront cash. Diversifying into missiles, air defense, autonomous via JVs/M&A. End-decade earnings base could dwarf current valuation.
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