MRO Share Price Performance
UK£6.07
0.99 (19.44%)
26.4% undervalued intrinsic discount
UK£8.25
Fair Value
Price UK£6.07
AnalystHighTarget UK£8.25
AnalystLowTarget UK£4.01
AnalystConsensusTarget UK£6.83
Fair ValueUK£8.25
Share Pricen/a
Melrose Industries PLC Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 34 Fair Values set on narratives written by author
MRO Community Narratives
AN
Fair Value UK£8.25 26.4% undervalued intrinsic discount
Decarbonization And Digitalization Will Accelerate Global Aircraft Demand
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
Fair Value UK£4.2 44.6% overvalued intrinsic discount
OEM, Decarbonization And Trade Pressures Will Crush Margins
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value UK£6.83 11.1% undervalued intrinsic discount
European Aerospace Demand And Share Buybacks Will Support Capital Return Yield
0users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
European Aerospace Demand And Share Buybacks Will Support Capital Return Yield
Key Takeaways Continued investment in advanced manufacturing and materials strengthens Melrose's position in sustainable aerospace, driving revenue and future margin improvements. Streamlined operations, rising aftermarket activity, and global supply chain initiatives support resilient earnings growth and long-term margin stability.Read more
0users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
AN
UK£6.83
11.1% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
7.61% p.a.
Profit Margin
7.32%
Future PE
34.63x
Share price in 2028
UK£8.66
OEM, Decarbonization And Trade Pressures Will Crush Margins
Key Takeaways Heavy dependence on key aerospace customers and challenging labor dynamics threaten revenue stability and could lead to sustained margin pressure amid industry disruptions. Navigating regulatory, technological, and geopolitical changes will require large investments, with risks around cost management, sales growth, and long-term profit performance.Read more
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
UK£4.2
44.6% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
6.64% p.a.
Profit Margin
6.55%
Future PE
24.24x
Share price in 2028
UK£5.28
Decarbonization And Digitalization Will Accelerate Global Aircraft Demand
Key Takeaways Margin expansion and free cash flow growth are set to outpace consensus due to faster restructuring benefits and higher operating leverage as volumes increase. Technological leadership, strategic partnerships, and global footprint uniquely position Melrose to benefit from aviation trends, supporting sustained top-line and margin growth.Read more
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
UK£8.25
26.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
10.21% p.a.
Profit Margin
9.77%
Future PE
28.93x
Share price in 2028
UK£10.37
Recently Updated Narratives
AN
European Aerospace Demand And Share Buybacks Will Support Capital Return Yield
Fair Value: UK£6.83 11.1% undervalued intrinsic discount
18 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
OEM, Decarbonization And Trade Pressures Will Crush Margins
Fair Value: UK£4.2 44.6% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Decarbonization And Digitalization Will Accelerate Global Aircraft Demand
Fair Value: UK£8.25 26.4% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Melrose Industries PLC Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Feb 27, 2026
- 0.25
- 25.30%
- 9.17%
- 53.9%
About MRO
- Founded
- 2003
- Employees
- 12662
- CEO
- WebsiteView website
Melrose Industries PLC, together with its subsidiaries, designs and delivers aerospace components and systems for civil and defence markets in the United Kingdom, rest of Europe, North America, and internationally. The company operates through Engines and Structures segments. The Engines segment offers structural engineered components; parts repair; commercial and aftermarket contracts; engine mount structures; fan cases and turbine cases; and shafts and rotating components to engines original equipment manufacturers. The Structures segment provides civil and defence air frames, including lightweight composite and metallic structures; electrical distribution systems and components; wing structures; empennage; fuselage; electrical wiring interconnection systems (“EWIS”); and advanced aircraft transparencies to airframe original equipment manufacturers. The company was formerly known as New Melrose Industries PLC and changed its name to Melrose Industries PLC in November 2015. Melrose Industries PLC was founded in 2003 and is headquartered in London, United Kingdom.
