The three main reasons I bought. High profit margin (10.8%) relative to its peers (mostly 6.5% to 8%). Order backlog. At current capacity it will take approximately 5.5 to 6 years to completely burn through and fill this current backlog. This assumes a static order book. However new contracts are being signed faster than old ones are delivered. Management predicts that by the end of 2026, the backlog could continue expanding to reach $114 billion to €154 billion. This is substantial in relation to the market cap $33B and revenue (TTM) $12.4B of the company.. [1, 2, 3] Analyst opinions and price targets. The average consensus is compiled from 21 Wall Street and European analysts covering the stock. The overall sentiment remains a Strong Buy, broken down as follows: [1] Buy / Outperform: 18 analysts Hold / Neutral: 3 analysts Sell: 0 analysts [1] Average 1 Year Price Target: $368.16 per share Current ADR Price: ~$232.21 Implied Upside Potential: ~58.5% to 60.3% [1, 2] $RHM , $RHM , $RNMBY
172 views
2 Comments
Scott S@scottsinvesting · 11h
While I don't own any directly, I really like the European Defense names right now... 6+ years of revenue coverage is very solid. Good luck with your new investment Holly.
Holly @holly86 · 16h
Sorry i missed out the current backlog .. As of the first half of 2026, Rheinmetall holds a record order backlog of $89.4 billion.
See the full comment section 👀Sign up for the full Blossom experience!
