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Leonardo Community

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Leonardo
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AnalystConsensusTarget
Consensus Narrative from 16 Analysts

Upcoming Aerostructures Uncertainties May Impact Margins, But Operational Efficiencies Will Support Future Profitability

Key Takeaways Challenges in the Aerostructures Division and defense market dependence pose risks to revenue and operational margins due to geopolitical uncertainties and potential spending disruptions. Acquisition-driven growth promises opportunity but carries integration risks, which, along with high R&D investments, could strain financials and impact earnings stability.
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€36.63
FV
19.7% overvalued intrinsic discount
6.30%
Revenue growth p.a.
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about 1 month ago author updated this narrative