Rheinmetall Ag Unsponsored Adr (RNMBY)
OTHER OTC:RNMBY
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Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.68Last Year’s EPS
0.43Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of financial results (double-digit operating-profit growth, higher margins, robust free cash flow) and ambitious growth guidance for 2026 with large backlog and nomination momentum across ammunition, vehicles, air defense, naval and space. Management highlighted active capacity ramp-ups and strategic acquisitions/JVs to capture accelerated defense spending. Key challenges were customer-side timing delays, a site accident that reduced 2025 sales, margin pressure in some ramping digital and naval areas, and reliance on prepayments to achieve elevated cash-conversion outcomes. On balance, the positives (strong organic growth, margin expansion, large fixed backlog and concrete ramp plans) outweigh the execution and timing risks described.Company Guidance
Strong revenue and operating profit growth (FY2025)
Continuing-operations sales were reported at nearly EUR 10.0 billion in FY2025; operating result increased 33% to EUR 1.841 billion and operating margin expanded to 18.5%.
High free cash flow generation
Operational free cash flow was EUR 1.218 billion in FY2025, up approximately 15% year-over-year, with strong Q4 cash inflows (>EUR 2 billion in Q4) driven by advance and early customer payments.
Large backlog and order momentum
Group backlog (ex-automotive) was around EUR 64 billion (after reducing ~EUR 8 billion civilian backlog); nomination growth was reported ~9% to EUR 26.4 billion and book-to-bill exceeded 200%. Of the EUR 64 billion backlog, ~EUR 41 billion are fixed orders.
Robust segment performance
Electronic Solutions grew ~45% to EUR 2.5 billion with margin improving to ~14.6% (+2pp); Vehicle Systems grew by >EUR 1 billion and margin improved to 11.7% (from 11.2%); Weapon & Ammunition sales rose ~27% with division profitability ~29.3% and >EUR 1 billion operating result.
Ambitious FY2026 guidance
Management guided FY2026 sales of EUR 14.0–14.5 billion (growth ~40–45% YoY), an operating margin target of ~19%, and maintained medium-term CAGR ambitions (~30–40% through 2030).
Capacity ramp-ups underway (ammunition & air defense)
Ammunition capacity: Unterlüß expected to produce ~140,000 rounds in 2026, ramping to ~250,000 in 2027 and ~350,000 at peak. Air defense production planned to scale to ~400 systems (100 Germany, 150 Switzerland, 150 Italy) to meet demand.
Naval and space strategic moves
Acquired Naval Systems (9 sites, ~2,100 employees) with backlog EUR 5–6 billion; potential F126/F127 opportunities >EUR 12 billion. Signed first SAR space contract of EUR 1.7 billion plus ~EUR 1 billion option and pursuing a JV with OHB for German sovereign space capabilities.
Drone capability and scale potential
Rheinmetall reported production experience (25 years), a fully qualified German drone solution with reported 100% test hit rate, and planned capacity up to 40,000 drones/year (scalable); highlighted unique 6 kg warhead and 70-minute endurance recon capability.
Improved balance sheet and shareholder return
Equity ratio improved to ~33.5% and convertible conversions reduced leverage; EPS rose to EUR 25.28 and the Board proposed a dividend of EUR 11.50 per share (higher payout than prior 35–40% guidance).
RNMBY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RNMBY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2026 | $385.05 | $351.74 | -8.65% |
Nov 05, 2025 | $397.39 | $391.89 | -1.38% |
Aug 07, 2025 | $414.72 | $381.45 | -8.02% |
May 08, 2025 | $370.04 | $382.28 | +3.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rheinmetall Ag Unsponsored Adr (RNMBY) report earnings?
Rheinmetall Ag Unsponsored Adr (RNMBY) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Rheinmetall Ag Unsponsored Adr (RNMBY) earnings time?
Rheinmetall Ag Unsponsored Adr (RNMBY) earnings time is at May 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is RNMBY EPS forecast?
RNMBY EPS forecast for the fiscal quarter 2026 (Q1) is 0.68.