Leonardo S.p.a.

Informe acción BIT:LDO

Capitalización de mercado: €29.9b

Leonardo Dirección

Dirección controles de criterios 2/4

El CEO de Leonardo es Lorenzo Mariani, nombrado en May 2026, tiene una permanencia de menos de un año. posee directamente un 0.002% de las acciones de la empresa, con un valor de €475.37K. La antigüedad media del equipo directivo y de la junta directiva es de 3.8 años y 3.2 años, respectivamente.

Información clave

Lorenzo Mariani

Chief Executive Officer (CEO)

n/a

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEOless than a year
Participación del CEO0.002%
Permanencia media de la dirección3.8yrs
Promedio de permanencia en la Junta Directiva3.2yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 09

LDO: Future Upside Will Depend On New CEO And GCAP Execution

Leonardo's updated analyst price target has edged lower from about €61.50 to €60.00, reflecting recent target cuts from several banks even as many analysts maintain positive ratings on the stock. Analyst Commentary Recent Street research on Leonardo shows a mix of supportive ratings and more cautious adjustments to price targets, giving you a clearer sense of how professional investors are weighing the stock's risk and reward trade off.
Actualización de narrativa Jun 25

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.
Actualización de narrativa Jun 08

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.
Actualización de narrativa May 25

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.
Actualización de narrativa May 10

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.
Artículo de análisis May 09

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...
Actualización de narrativa Nov 03

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.
Actualización de narrativa Oct 20

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.
Actualización de narrativa Oct 05

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.
Artículo de análisis Sep 24

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...
Actualización de narrativa Sep 20

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.
Actualización de narrativa Sep 04

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.
Artículo de análisis Sep 03

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...
Artículo de análisis Aug 20

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...
Artículo de análisis Aug 07

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...
User avatar
Nueva narrativa Nov 12

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.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Lorenzo Mariani en comparación con los beneficios de Leonardo?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

€1b

Dec 31 2025n/an/a

€1b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€1b

Mar 31 2025n/an/a

€721m

Dec 31 2024€3m€850k

€1b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€966m

Mar 31 2024n/an/a

€1b

Dec 31 2023€2m€458k

€658m

Compensación vs. Mercado: Datos insuficientes para determinar si la compensación total de Lorenzo es razonable en comparación con empresas de tamaño similar en el mercado Italian.

Compensación vs. Ingresos: La compensación de Lorenzo ha aumentado más de un 20% en el último año.


CEO

Lorenzo Mariani

less than a year
Permanencia
€2,562,000
Compensación

Mr. Lorenzo Mariani is Chief Executive Officer and General Manager of Leonardo S.p.a. from May 2026. He served as Chief Commercial Officer of Leonardo S.p.a. Mr. Mariani served as the Head of Land & Naval...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Lorenzo Mariani
GM & CEOless than a year€2.56m0.0016%
€ 475.4k
Giuseppe Aurilio
Chief Financial Officerless than a yearsin datossin datos
Franco Ongaro
Chief Technology & Innovation Officer4.4yrssin datossin datos
Valeria Ricciotti
Head of Investor Relations & Credit Rating Agenciesno datasin datossin datos
Federico Bonaiuto
General Counsel3.1yrssin datossin datos
Elena Napolitano
Chief Compliance Officer3.1yrssin datossin datos
Giuseppe Maresca
Senior Vice President of Marketing & Commercial Affairsno datasin datossin datos
Antonio Liotti
Chief People & Organization Officer4.7yrssin datossin datos
Raffaella Luglini
Chief Sustainability Officerno datasin datossin datos
Gian Cutillo
Managing Director of Helicopters Division8.8yrssin datossin datos
Lucio Cioffi
General Manager8.5yrs€1.19msin datos
Marco Fani
Head of Naval & Underwater Defense Systems Business Developmentno datasin datossin datos
3.8yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de LDO se considera experimentado (3.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Maurizio Tucci
Lead Independent Directorless than a yearsin datossin datos
Elena Vasco
Independent Director3.2yrs€126.00ksin datos
Luca Rossi
Chairman of Statutory Auditors7.7yrssin datossin datos
Roberto Diacetti
Independent Directorless than a yearsin datossin datos
Francesco Macri
Independent Chairman3.5yrs€131.00ksin datos
Enrica Giorgetti
Independent Director3.2yrs€126.00ksin datos
Trifone Altieri
Independent Director3.2yrs€129.00ksin datos
Dominique Levy
Independent Director3.5yrs€131.00k0.0029%
€ 882.0k
Cristina Manara
Independent Director3.2yrs€142.00ksin datos
Elena Grifoni
Independent Directorless than a yearsin datossin datos
Rosina Veltri
Independent Directorless than a yearsin datossin datos
Francesco Soro
Independent Directorless than a yearsin datossin datos
3.2yrs
Permanencia media
58yo
Promedio de edad

Junta con experiencia: La junta directiva de LDO se considera experimentada (3.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/12 06:00
Precio de las acciones al final del día2026/07/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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. 16 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.

AnalistaInstitución
Andrea BelloliBanca Akros S.p.A. (ESN)
Joseph CampbellBarclays
Afonso OsorioBarclays