Rheinmetall is upgraded to a strong buy, driven by robust defense demand and ambitious 2030 growth plans. Rheinmetall is expanding beyond land systems into air, naval, and digital domains, targeting €50 billion in revenue and 20% margins by 2030. Despite recent stock pullback, Rheinmetall offers 49% near-term upside and up to 290% long-term growth if execution meets targets.
Rheinmetall CEO Armin Papperger said on Thursday that the German defence company is not currently negotiating with carmaker Volkswagen about its factory in Osnabrueck.
Rheinmetall AG ( RHM:CA ) Analyst/Investor Day November 18, 2025 3:00 AM EST Company Participants Armin Papperger - Chairman of the Executive Board & CEO Rene Gansauge - COO & Member of Executive Board Klaus Neumann - CFO & Member of Executive Board Conference Call Participants Alessandro Pozzi - Mediobanca - Banca di credito finanziario S.p.A., Research Division Sebastian Growe - BNP Paribas, ...
Auterion CEO Lorenz Meier said having German defence player Rheinmetall on board as a "significant" shareholder in the U.S.-based drone software firm would help it grow its order book, adding that it would not lead to a full takeover.
Rheinmetall plans to buy steel mostly in Germany or in Europe in the future, said CEO Armin Papperger on Tuesday after the German defence company unveiled its new midterm targets.
Rheinmetall on Tuesday told investors to expect sales to grow fivefold over the next five years. The company forecast sales of about 50 billion euros ($58 billion) by 2030, up from about 10 billion euros in 2024.
Rheinmetall , which has surged amid Europe's renewed interest in defence, is aiming for sales of around 50 billion euros ($58.01 billion) and an operating margin of more than 20% by 2030, the German company said in presentation slides.
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