Leonardo S.p.a.

BIT:LDO 株式レポート

時価総額：€34.6b

Leonardo マネジメント

マネジメント 基準チェック /24

Leonardoの CEO はLorenzo Marianiで、 May2026年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.002%を直接所有しており、その価値は€ 550.27K 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と3.3年です。

主要情報

Lorenzo Mariani

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権0.002%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間3.3yrs

経営陣の近況

Recent updates

分析記事 • Aug 02

Results: Leonardo S.p.a. Exceeded Expectations And The Consensus Has Updated Its Estimates

It's been a good week for Leonardo S.p.a. ( BIT:LDO ) shareholders, because the company has just released its latest...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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.

CEO報酬分析

Leonardo の収益と比較して、Lorenzo Mariani の報酬はどのように変化したか？
日付総報酬給与会社業績
Jun 30 2026n/an/a

€1b

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

報酬と市場: Lorenzoの 総報酬 がItalian市場の同規模の企業と比較して妥当かどうかを判断するにはデータが不十分です。

報酬と収益: Lorenzoの報酬は過去 1 年間で 20% 以上増加しました。

CEO

Lorenzo Mariani

less than a year
在職期間
€2,562,000
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Lorenzo Mariani
GM & CEOless than a year€2.56m0.0016%
€ 550.3k
Giuseppe Aurilio
Chief Financial Officerless than a yearデータなしデータなし
Franco Ongaro
Chief Technology & Innovation Officer4.5yrsデータなしデータなし
Valeria Ricciotti
Head of Investor Relations & Credit Rating Agenciesno dataデータなしデータなし
Federico Bonaiuto
General Counsel3.2yrsデータなしデータなし
Elena Napolitano
Chief Compliance Officer3.2yrsデータなしデータなし
Giuseppe Maresca
Senior Vice President of Marketing & Commercial Affairsno dataデータなしデータなし
Antonio Liotti
Chief People & Organization Officer4.8yrsデータなしデータなし
Raffaella Luglini
Chief Sustainability Officerno dataデータなしデータなし
Gian Cutillo
Managing Director of Helicopters Division8.8yrsデータなしデータなし
Lucio Cioffi
General Manager8.6yrs€1.19mデータなし
Marco Fani
Head of Naval & Underwater Defense Systems Business Developmentno dataデータなしデータなし
3.8yrs
平均在職期間

経験豊富な経営陣: LDOの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Maurizio Tucci
Lead Independent Directorless than a yearデータなしデータなし
Elena Vasco
Independent Director3.3yrs€126.00kデータなし
Luca Rossi
Chairman of Statutory Auditors7.8yrsデータなしデータなし
Roberto Diacetti
Independent Directorless than a yearデータなしデータなし
Francesco Macri
Independent Chairman3.6yrs€131.00kデータなし
Enrica Giorgetti
Independent Director3.3yrs€126.00kデータなし
Trifone Altieri
Independent Director3.3yrs€129.00kデータなし
Dominique Levy
Independent Director3.6yrs€131.00k0.0015%
€ 508.7k
Cristina Manara
Independent Director3.3yrs€142.00kデータなし
Elena Grifoni
Independent Directorless than a yearデータなしデータなし
Rosina Veltri
Independent Directorless than a yearデータなしデータなし
Francesco Soro
Independent Directorless than a yearデータなしデータなし
3.3yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: LDOの 取締役会 は 経験豊富 であると考えられます ( 3.3年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/16 22:38
終値2026/08/14 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Leonardo S.p.a. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Andrea BelloliBanca Akros S.p.A. (ESN)
Joseph CampbellBarclays
Afonso OsorioBarclays