Global Community

Key drivers: Strong order backlog, efficiency gains, higher defence budgets, digital & services growth Margin expansion: From mid-single digits to high-teens EBIT margins by 2029 Risks: Geopolitics, supply chains, cybersecurity, ESG/regulation, talent Valuation: Trading at ~1.5x EV/Sales and ~23x forward P/E Summary: Leonardo benefits from robust global defence spending, a diversified aerospace portfolio and accelerating service revenues. Efficiency programmes and digitalisation underpin margin improvement, while a strong balance sheet supports capital allocation.

On 11 June 2025, Ricardo announced an agreed take-over by WSP at a cash price £4.30 /share 1-rule-27-announcement.pdf

Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.

O'Reilly Auto Parts (NASDAQ: ORLY) has delivered a commendable performance in the stock market, with a one-month return of 1.81% and a 24.62% appreciation over the past year. The company's market capitalization stands at $78.097 billion, with a current stock price of $1,364.36.

Organigram Holdings Inc. has seen some significant developments in the past four months: ✓ Acquisition of Motif Labs: In December 2024, Organigram acquired Motif Labs, a Canadian cannabis company, for C$90 million upfront.

KT Corporation, a leading Korean telecommunications company, has announced a share repurchase program aimed at increasing shareholder value. The program, which will run until August 13, 2025, involves the repurchase of up to KRW 250 billion worth of the company's shares.

Bull - Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ. LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic.

0.66

Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.