Leonardo Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Leonardo de 14.2% y 9.6% por año respectivamente. Se prevé que el BPA crezca en un 14% al año. Se espera que la rentabilidad financiera sea de 15% en 3 años.
Información clave
14.2%
Tasa de crecimiento de los beneficios
13.97%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Aerospace & Defense | 10.4% |
| Tasa de crecimiento de los ingresos | 9.6% |
| Rentabilidad financiera futura | 14.95% |
| Cobertura de analistas | Good |
| Última actualización | 25 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
LDO: Higher Fair Value Will Rely On New Leadership Execution
Leonardo's analyst price target has been updated to €83.00 from €82.00, with analysts citing revised assumptions on discount rates, revenue growth, profit margins and P/E expectations as they incorporate the latest mix of target raises, trims and rating changes from recent research. Analyst Commentary Recent research on Leonardo highlights a split view, with some firms increasing price targets and others turning more cautious.
LDO: Future CEO Transition Will Drive Repricing Of Execution Risk
Leonardo's analyst price target has moved higher, with the fair value estimate rising from about €54.56 to roughly €68.67 as analysts factor in updated expectations for revenue growth, profit margins, and a slightly lower discount rate, alongside recent target revisions across the Street. Analyst Commentary Recent Street research on Leonardo has been active, with several target changes and rating moves clustered over a relatively short period.
LDO: Leadership Shift And Portfolio Changes Will Drive Future Earnings Momentum
Leonardo's implied fair value has been revised higher from €64.00 to about €80.22, reflecting analysts' updated price targets and mixed rating changes that balance recent target cuts, such as JPMorgan's move to €70, with several earlier increases from firms like Citi, UBS, Morgan Stanley and Barclays. Analyst Commentary Recent research activity on Leonardo highlights a mix of price target revisions and rating changes that collectively point to a supportive backdrop from several bullish analysts, even as JPMorgan trims its target to €70 while maintaining an Overweight stance.LDO: Higher Fair Value Signals Confidence In Portfolio And Leadership Outlook
Analysts have lifted the fair value estimate for Leonardo from €40.45 to €61.50, reflecting recent price target increases across several firms and updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research on Leonardo shows a mix of optimism and caution, with several firms adjusting ratings and price targets in quick succession.Here's What Analysts Are Forecasting For Leonardo S.p.a. (BIT:LDO) After Its First-Quarter Results
As you might know, Leonardo S.p.a. ( BIT:LDO ) recently reported its first-quarter numbers. Results were roughly in...LDO: European Defense Sector Momentum And Satellite Joint Venture Will Shape Outlook
Analysts have modestly raised their price target for Leonardo, with the updated consensus now reflecting increased confidence in the company's outlook. This is driven by a supportive sector environment and recent positive coverage, lifting targets by several euros to EUR 57.Accelerated European And NATO Defense Spending Will Drive Cyber Modernization
Leonardo's analyst price target has increased slightly from EUR 54.18 to EUR 54.56, as analysts cite an improved industry outlook and higher price targets from major banks, despite only minor changes in company fundamentals. Analyst Commentary Recent street research highlights a mix of optimism and caution from analysts following Leonardo.Accelerated European And NATO Defense Spending Will Drive Cyber Modernization
Leonardo's analyst price target has been increased from €53.38 to €54.18, as analysts note stronger sector dynamics along with a modest improvement in projected growth and profit margins. Analyst Commentary Recent analyst coverage of Leonardo has provided a range of perspectives on the company's outlook, valuation, and competitive positioning within the European defense sector.Leonardo (BIT:LDO) Ticks All The Boxes When It Comes To Earnings Growth
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Accelerated European And NATO Defense Spending Will Drive Cyber Modernization
Analysts have slightly lowered Leonardo’s price target to €53.38 as high sector valuations and a relatively lower growth profile temper optimism toward robust European defense spending, resulting in only a marginal fair value revision. Analyst Commentary Bullish analysts see Leonardo benefiting from Europe's strongest defense spending cycle since the Cold War, supporting sector-wide top-line growth.Accelerated European And NATO Defense Spending Will Drive Cyber Modernization
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.Why Leonardo S.p.a. (BIT:LDO) Could Be Worth Watching
Let's talk about the popular Leonardo S.p.a. ( BIT:LDO ). The company's shares saw a double-digit share price rise of...Leonardo (BIT:LDO) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Leonardo's (BIT:LDO) Solid Earnings Have Been Accounted For Conservatively
BIT:LDO 1 Year Share Price vs Fair Value Explore Leonardo's Fair Values from the Community and select yours Leonardo...Leonardo S.p.a.'s (BIT:LDO) Price Is Out Of Tune With Earnings
When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
International Alliances And Technology Drive Dynamic Growth In Aerospace And Defense Markets
Strategic partnerships and international alliances aim to boost global market presence, enhancing revenue and margins through expanded capabilities.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 26,811 | 1,862 | 1,574 | 3,025 | 11 |
| 12/31/2027 | 24,656 | 1,585 | 1,335 | 2,677 | 11 |
| 12/31/2026 | 22,220 | 1,349 | 1,180 | 3,466 | 12 |
| 3/31/2026 | 19,792 | 1,290 | 914 | 1,930 | N/A |
| 12/31/2025 | 19,503 | 1,224 | 726 | 1,742 | N/A |
| 9/30/2025 | 19,131 | 1,057 | 747 | 1,642 | N/A |
| 6/30/2025 | 18,697 | 1,039 | 629 | 1,554 | N/A |
| 3/31/2025 | 18,258 | 721 | 711 | 1,606 | N/A |
| 12/31/2024 | 17,763 | 1,072 | 646 | 1,541 | N/A |
| 9/30/2024 | 17,098 | 1,059 | 542 | 1,324 | N/A |
| 6/30/2024 | 16,382 | 966 | 470 | 1,300 | N/A |
| 3/31/2024 | 15,921 | 1,069 | 488 | 1,270 | N/A |
| 12/31/2023 | 15,291 | 658 | 404 | 1,186 | N/A |
| 9/30/2023 | 15,065 | 543 | 661 | 1,423 | N/A |
| 6/30/2023 | 15,031 | 857 | 755 | 1,545 | N/A |
| 3/31/2023 | 14,741 | 889 | 810 | 1,572 | N/A |
| 12/31/2022 | 14,713 | 927 | 390 | 1,152 | N/A |
| 9/30/2022 | 14,488 | 1,020 | 545 | 1,160 | N/A |
| 6/30/2022 | 14,366 | 676 | 472 | 1,085 | N/A |
| 3/31/2022 | 14,351 | 662 | 461 | 1,076 | N/A |
| 12/31/2021 | 14,135 | 586 | 127 | 742 | N/A |
| 9/30/2021 | 13,949 | 333 | 1,386 | 1,697 | N/A |
| 6/30/2021 | 13,877 | 358 | 499 | 1,007 | N/A |
| 3/31/2021 | 13,609 | 298 | 175 | 486 | N/A |
| 12/31/2020 | 13,410 | 241 | -36 | 275 | N/A |
| 9/30/2020 | 13,675 | 490 | -1,529 | -935 | N/A |
| 6/30/2020 | 13,700 | 528 | -714 | -301 | N/A |
| 3/31/2020 | 13,650 | 585 | -399 | 195 | N/A |
| 12/31/2019 | 13,784 | 721 | N/A | 639 | N/A |
| 9/30/2019 | 13,134 | 624 | N/A | 354 | N/A |
| 6/30/2019 | 12,613 | 566 | N/A | 504 | N/A |
| 3/31/2019 | 12,514 | 447 | N/A | 625 | N/A |
| 12/31/2018 | 12,240 | 420 | N/A | 687 | N/A |
| 9/30/2018 | 11,926 | 176 | N/A | 1,035 | N/A |
| 6/30/2018 | 11,827 | 170 | N/A | 499 | N/A |
| 3/31/2018 | 11,824 | 278 | N/A | 154 | N/A |
| 12/31/2017 | 11,734 | 277 | N/A | 722 | N/A |
| 9/30/2017 | 12,016 | 427 | N/A | -2 | N/A |
| 6/30/2017 | 12,085 | 508 | N/A | 1,082 | N/A |
| 3/31/2017 | 11,827 | 498 | N/A | 1,312 | N/A |
| 12/31/2016 | 12,002 | 505 | N/A | 825 | N/A |
| 9/30/2016 | 12,028 | 449 | N/A | 1,113 | N/A |
| 6/30/2016 | 12,435 | 373 | N/A | 473 | N/A |
| 3/31/2016 | 12,877 | 291 | N/A | 427 | N/A |
| 12/31/2015 | 12,995 | 229 | N/A | 336 | N/A |
| 9/30/2015 | 13,161 | 123 | N/A | 749 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (14.2% al año) de LDO es superior a la tasa de ahorro (3.3%).
Beneficios vs. Mercado: Se prevé que los beneficios (14.2% al año) de LDO crezcan más rápidamente que el mercado Italian (11.1% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de LDO crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (9.6% al año) de LDO crezcan más rápidamente que los del mercado Italian (5.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 9.6% al año) de LDO crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de LDO sea baja dentro de 3 años (15%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/01 09:25 |
| Precio de las acciones al final del día | 2026/07/01 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Leonardo S.p.a. está cubierta por 34 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Andrea Belloli | Banca Akros S.p.A. (ESN) |
| Joseph Campbell | Barclays |
| Afonso Osorio | Barclays |