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Key Takeaways Shifting mobility trends and protectionist policies threaten Alstom's market access, revenue growth, and create higher operational risks outside its core regions. High leverage, integration setbacks, and tougher competition expose Alstom to margin compression, earnings instability, and long-term profitability challenges.

Key Takeaways Focus on high-quality, margin-accretive orders in Services and Signaling is expected to boost revenue growth and future margins. Industrial restructuring and supply chain management improve operational efficiency, enhancing net margins and financial performance.

Key Takeaways Premium segment growth, operational efficiency, and industrial standardization position Alstom for significant margin and earnings expansion beyond consensus expectations. Leadership in green mobility and strong global presence allow Alstom to capitalize on infrastructure trends and recurring revenue from high-value services.