Update shared on04 Sep 2025
With no material changes in net profit margin or revenue growth forecasts, Leonardo's consensus analyst price target remains stable at €53.99.
What's in the News
- Leonardo and Textron Aviation Defense entered a teaming agreement to offer the Beechcraft M-346N, based on Leonardo's M-346 trainer, for the U.S. Navy Undergraduate Jet Training System program.
- Leonardo is in advanced talks to acquire Iveco Group's defense unit, with negotiations influenced by Italian government interests and the potential subsequent sale of Iveco's commercial business to Tata Motors.
- Leonardo submitted the lowest bid of approximately €1.6 billion (including debt) for Iveco's defense unit, partnering with Rheinmetall AG; political factors may favor the bid despite higher competitor offers.
- Leonardo and SSH Communications Security Oyj signed a Strategic Partnership Agreement granting Leonardo exclusive global (excluding Nordics) rights to embed SSH's Zero Trust and quantum-safe encryption solutions in its defense and government offerings, pending a share issue.
- Leonardo partnered with Nokia to integrate its MC_linX mission-critical services platform into Nokia’s enterprise solutions, enhancing secure communications for public safety, energy, and railway sectors worldwide.
Valuation Changes
Summary of Valuation Changes for Leonardo
- The Consensus Analyst Price Target remained effectively unchanged, at €53.99.
- The Net Profit Margin for Leonardo remained effectively unchanged, at 6.59%.
- The Consensus Revenue Growth forecasts for Leonardo remained effectively unchanged, at 7.2% per annum.
Disclaimer
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