Germany and the US Sign Declaration of Intent for Enhanced Defence Cooperation
"Germany and the USA intend to significantly expand their cooperation in the defence industry. The focus will be on projects including the F-35 fighter jet, Patriot guided missiles, and other initiatives."
https://www.finanzen.at/nachrichten/aktien/rheinmetall-aktie-stabil-deutschland-und-usa-wollen-bei-ruestung-enger-zusammenarbeiten-1036548213
I guess Europe suddenly doesn’t need:
Skyranger counter-drone and short-range air-defence systems
120mm tank ammunition for Leopard 2 and Abrams
155mm artillery ammunition
AHEAD air-defence ammunition
Boxer vehicles for the Bundeswehr’s medium forces
Lynx IFVs for international mechanised-force programmes
Puma upgrades and support for the Bundeswehr
HX tactical and logistics trucks
Sensors, battlefield electronics
Rocket-artillery and missile programmes
F-35 centre-fuselage production
The share price is acting like European rearmament has been cancelled.
Guys I'm thinking of doing an in-depth depth due diligence on this stock. What do you think? After reading Morningstar's positive report, I think Rheinmetall deserves a bit of love. If anyone can shed some light on this price action please comment.
Nakamura
il y a 2 semaines
A rate hike is priced in
Harky
il y a 3 semaines
Rheinmetall wins $710,000 U.S. order from Kongsberg Defence & Aerospace
Defense company Rheinmetall in the United States, American Rheinmetall, has received an order from Kongsberg Defence & Aerospace worth about $710,000.
The companys plants in Michigan will manufacture machined components for MCT-30 turrets for the U.S. Marine Corps ACV-30 combat vehicle. Deliveries are scheduled for 2026 and 2027.
'The opportunity to support Kongsberg on the ACV-30 program reflects our growing partnership and strengthens American Rheinmetalls role as a supplier of high-quality components for critical U.S. military platforms. We are proud that our Michigan facilities will contribute to the Marine Corps modernization effort as it evolves into a more mobile and more lethal force', says Tom McDonnell, sales and marketing director at American Rheinmetall.
Finwire - 2026
ElvisB
il y a 4 semaines
Rheinmetall wins contract for Bundeswehr camp in Lithuania - €250 million project
A lot of people surprisingly don't know this, but to see official Rheinmetall news:
1. Go to the stock
2. Scroll down to "Feed"
3. Click/tap on "See all"
4. Then click/tap on "News"
You can follow it if you want.
Harky
il y a 2 mois
Contract worth several hundred million euros: Rheinmetall to modernise F123 frigate
(Copy paste from Marketscreener)
30/07/2026 | Press release
Contract worth several hundred million euros: Rheinmetall to modernise F123 frigate
Key facts
Rheinmetall modernises F123-class frigate for the German Navy
Upgrade ensures operational capability until at least 2035
Rheinmetall's Wilhelmshaven site specializes in the modernization of this class of naval vessels
Rheinmetall has been awarded the contract to modernise the 143-meter-long frigate BAYERN at the end of the second quarter of 2026. The objective of the project is to ensure the operational readiness of the German Navy frigate, which entered service in 1996, until at least 2035 while adapting its capabilities to current operational requirements. The contract is valued in the mid-three-digit million euro range.
As part of the service life extension program key systems of the frigate will undergo comprehensive modernisation at Rheinmetall's Neue Jadewerft shipyard in Wilhelmshaven until 2029. The work includes the replacement of the Combat Management System (CMS), the overhaul of essential shipboard engineering systems, and the modernisation of the radar sensor suite. In addition, the propulsion and drive systems will be overhauled, while key anti-submarine warfare (ASW) capabilities will be upgraded. These measures will bring the F123-class frigate up to the latest technological standards and sustainably enhance its capabilities for future operations.
The contract highlights the strategic importance of Rheinmetall's service business within the Naval Systems division. Long-term maintenance, modernization, and lifecycle support are integral elements of the division's portfolio, ensuring the operational readiness of complex naval systems over decades.
"We are now fully focused on delivering the project on schedule. The Neue Jadewerft shipyard has many years of experience in the modernization and maintenance of naval vessels - particularly frigates - and possesses extensive expertise in integrating complex maritime systems. Combined with our close cooperation with all project partners and our customer, these capabilities provide the foundation for delivering the ship to the German Navy on time and to the required quality standards," said Tim Wagner, CEO of Rheinmetall's Naval Systems division.
The vessel is currently berthed at Neue Jadewerft, where major components are being removed. Following this phase, BAYERN will be transferred to the shipyard's dry dock.
Harky
il y a 2 mois
Rheinmetall Yearly Capital Expenditure (CAPEX) over time
(in millions €)
2016: €283
2017: €270
2018: €277
2019: €288
2020: €237
2021: €271
2022: €349
2023: €398
2024: €732
2025: €872
2026: €1,495 (estimated)
2027: €1,698 (estimated)
2028: €1,793 (estimated)
A company wouldn’t be spending over €6.5 Billion over 5 years on expansion (while it spent only €1.3 Billion between 2017 and 2021) if it didn’t expect a surge in revenue. Rhein clearly expects it will have to expand production even after 2025 at this level just to keep up with future demand. This suggests revenue and net earnings will continue to increase significantly in the coming years.
(For those that don’t know, Capital Expenditures (or CAPEX) refer to spending on acquiring or upgrading a company’s physical assets, such as buildings, equipment, machinery, and vehicles, rather than spending on operating expenses (or OPEX) which include employee salaries, rent, cleaning, utilities, property taxes, etc.)
Harky
il y a 2 mois
Bernstein Keeps Rheinmetall at 'Outperform', Target €1,900
(here’s an article other than the stuff everyone knows about the earnings report)
NEW YORK (dpa-AFX) - US research house Bernstein Research has maintained its rating for Rheinmetall at "Outperform" with a price target of €1,900. The defense contractor's preliminary figures were above both his and market expectations, and by a wide margin, Adrien Rabier wrote in a quick take on Wednesday. Rheinmetall is now regaining trust. Combined with the unexpectedly strong numbers and a turnaround in the cycle of downward earnings revisions, this should provide meaningful support for the share price, especially in light of the current valuation.
Harky
il y a 2 mois
The situation is improving…
If this stock keeps heading towards its half year average, then I’ll be at least half back in.
Banza
il y a 2 mois
So much panic for nothing.
It was only a matter of time for rheinmetall to start producing/selling and become more capable to produce their huge backlog and i do belive things will start improve even more. ✌️
Nakamura
il y a 2 mois
Q2 preliminary figures looking good
Philipgrehan
il y a 2 mois
Why did yous all buy this stock?
I'm just curious why people bought this stock.
The pe ratio is extremely high on this stock and that's after it fell from 1900.
What was people's thought process buying this stock?
I don't know much about the stock. But for the vlaution of the stock, their profits must like 10x over the next few years?
Nakamura
il y a 3 mois
Switzerland Orders 32 Skynex Systems
Beribarni
il y a 3 mois
Today’s summit
What are your opinions about today’s sunmit? As far as I’m aware we can expect large investments in defence companies.
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Foire aux questions
Quel est le cours de l'action Leverage Shares 3x Long Rheinmetall RHM Securities (Acc)?
Le prix actuel de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc) est 22,21 $.
Quel est le plus haut sur 52 semaines de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc)?
Le plus haut sur 52 semaines pour Leverage Shares 3x Long Rheinmetall RHM Securities (Acc) est 340,1 $.
Quel est le plus bas sur 52 semaines de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc)?
Le plus bas sur 52 semaines pour Leverage Shares 3x Long Rheinmetall RHM Securities (Acc) est 17,63 $.
Quelle est la performance hebdomadaire de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc)?
Au cours de la semaine dernière, le prix de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc) a changé de 6,42 %.
Quelle est la performance mensuelle de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc)?
Au cours du mois dernier, le prix de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc) a changé de -43,8 %.
Quelle est la performance sur 3 mois de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc)?
Au cours des trois derniers mois, le prix de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc) a changé de -51,16 %.
Quelle est la performance sur 6 mois de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc)?
Au cours des six derniers mois, le prix de Leverage Shares 3x Long Rheinmetall RHM Securities (Acc) a changé de -84,85 %.