Rheinmetall AG (RNMBF)
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What Rheinmetall's Quarter Missed - And What The Market's Missing About Rheinmetall
Despite a short-term earnings miss, Rheinmetall's €63.2 billion backlog and €80+ billion in nomination potential highlight unprecedented multi-year visibility in European defense. Logistics delays drove the Q2 shortfall, with €1 billion in finished inventory poised to convert to revenue in the second half of 2025. As Europe accelerates rearmament and Germany targets a €162 billion defense budget by 2029, Rheinmetall stands as a core beneficiary with vertically integrated dominance in critical systems.
Rheinmetall: In Cross Hair Of NATO Super Cycle
I rate Rheinmetall a buy, as it stands to benefit massively from NATO's 3.5% GDP defense spending target through 2035. Rheinmetall's addressable market could grow 15% annually, driven by Europe's catch-up in defense spending and a shift toward non-US suppliers. Despite a high current PE, the stock is undervalued given its long-term growth prospects and defensive sector resilience, with 50% annual upside possible.
Rheinmetall slightly misses Q2 sales expectations but confirms target
Rheinmetall on Thursday posted slightly worse-than-expected second-quarter sales due in part to a delay in German defence contracts being awarded but confirmed its full-year forecast.
Rheinmetall Is Ready For War But Priced For A Retreat
Rheinmetall's stock has surged on European rearmament, but current valuation is too high to justify a large investment right now. Strong revenue growth and a robust order backlog support long-term prospects, yet much future upside appears already priced in. Geopolitical factors, including EU spending diversification and US competition, may limit Rheinmetall's market share gains.
Rheinmetall seeks sales of up to 50 bln eur by 2030, CEO tells German TV
Rheinmetall is seeking to reach sales of between 40 and 50 billion euros ($59 billion) by 2030, CEO Armin Papperger told broadcasters RTL and NTV in an interview published on Tuesday.
Rheinmetall AG Unsponsored ADR (RNMBY) Is a Great Choice for 'Trend' Investors, Here's Why
Rheinmetall AG Unsponsored ADR (RNMBY) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
Here's Why Momentum in Rheinmetall AG Unsponsored ADR (RNMBY) Should Keep going
Rheinmetall AG Unsponsored ADR (RNMBY) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
Rheinmetall Establishes New Subsidiary in South Africa
Rheinmetall Resonant South Africa is Rheinmetall's response to the growing demand for ammunition, it said.
Rheinmetall AG (RNMBF) Q1 2025 Earnings Call Transcript
Rheinmetall AG (OTCPK:RNMBF) Q1 2025 Results Conference Call May 8, 2025 8:00 AM ET Company Participants Armin Papperger - Chief Executive Officer Klaus Neumann - Chief Financial Officer Conference Call Participants Sven Weier - UBS Christoph Laskawi - Deutsche Bank Marie-Ange Riggio - Morgan Stanley Benjamin Heelan - Bank of America David Perry - JPMorgan George McWhirter - Berenberg Dario Dickmann - HSBC Sash Tusa - Agency Partners Armin Papperger Thank you very much. Good afternoon, ladies and gentlemen.
Rheinmetall in talks with suitors for civilian businesses, CEO says
Rheinmetall has been contacted by potential buyers of its civilian businesses and is in talks with them, as the German defence contractor seeks to focus on its booming military business, its CEO said.
Rheinmetall: Valuation Overshadows Strong Fundamentals
Rheinmetall is benefiting from secular tailwinds, but the valuation remains a problem. Despite its growth, Rheinmetall is an asset-heavy, low-margin business. Despite strong growth prospects, the stock price might have gotten ahead of fundamentals.
Rheinmetall: No Reason Not To Buy This Defense Beast
Rheinmetall AG has shown significant growth, driven by high demand for defense systems, with a 46% sales increase and a 56% backlog growth. Despite economic pressures on its civil business, Rheinmetall's defense segments, particularly vehicle systems and ammunition, have seen substantial profit and margin expansions. The company's strong backlog and expected nominations indicate a robust growth trajectory, with a 25% upside and a $2,343 price target for FY27.
