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Stock impact report

Rheinmetall's Boom Keeps Rolling, but the Market Wants More [Yahoo! Finance]

RHEINMETALL AG UNSP/ADR (RNMBY) 
Company Research Source: Yahoo! Finance
Rheinmetall's Boom Keeps Rolling, but the Market Wants More - Moby THE GIST Rheinmetall is booming. The German defense giant just laid out another year of explosive growth, highlighted its role in replenishing missile stockpiles drained by the Iran war, and reminded investors that Europe's rearmament story is far from over. And yet the shares dropped. That is what happens when a company stops being a defense stock and starts being a defense expectation machine. WHAT HAPPENED Rheinmetall said 2026 sales should rise by 40% to 45% to between €14 billion and €14.5 billion (about $16 billion), with an operating margin of about 19%. The company reported 2025 sales of €9.94 billion, up 29% year over year, while operating profit rose to €1.84 billion and the operating margin reached 18.5%. Those results were solid, but they missed market expectations. Analysts had been looking for revenue closer to €10.5 billion for 2025, and forecasts for 2026 had crept toward €15 billion. The g Show less Read more
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