2025 Q4 -tulosraportti
35 päivää sitten
‧1 t 28 min
11,50 EUR/osake
Irtoamispäivä 13.5.
0,54%Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
-
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Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.3.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·14 t sitten · MuokattuGermany is Rheinmetall's largest customer. Not to talk down the Rheinmetall stock case. I believe it is strong. But I note that Germany has just entered into a 4 billion EUR agreement with Ukraine, where Germany's gain is to become part of Ukraine's drone production. That must surely be money out of Germany's defense budget I am super-happy about the agreement and that Ukraine has become a big player in defense. It would, however, have been nice if one could have been part of this growth adventure, and not be relegated to only investing in the competitors. https://www.kyivpost.com/post/73930·14 t sitten · MuokattuThat being said, it seems that Ukraine's production is mostly drones and long-range missiles (correct me if I'm wrong). A lot else is needed in a war, and Rheinmetall has an enormous portfolio.1 t sitten1 t sittenChatGPT-svar (del 2/2): 7) Scaling evidence: portfolio breadth and real sales — 2025 disclosures In October 2025, Rheinmetall said its uncrewed aerial systems generated about €120 million in 2024 sales, and that it was expanding production capacity. It also highlighted that it had its own drones and loitering munitions in the portfolio, including LUNA NG, while continuing cooperation with companies such as Anduril and Lockheed Martin. That does not by itself make Rheinmetall a global top-tier drone giant, but it does show this is no longer a speculative side business. 8) Operational validation in networked warfare — January 29, 2026 In early 2026 Rheinmetall said its LUNA NG had successfully participated in a Bundeswehr test focused on reconnaissance and operational networking, including interaction with other unmanned systems and loitering munitions. This matters because the future drone market is increasingly about sensor-to-shooter integration, swarming, and networking — not just whether an aircraft can fly. Rheinmetall is positioning itself strongly in that direction. So, is it becoming a big drone player? My read is: yes, in Europe and in the defense-industrial sense. Rheinmetall now has: an in-house UAV base via EMT/LUNA NG, real loitering munition business via UVision/HERO, counter-drone capability, autonomy/software partnerships via Auterion, and a major scale-up partnership with Anduril for autonomous air vehicles in Europe. But I would still avoid saying Rheinmetall is already a drone giant on the level of the best-known specialist drone firms. The available evidence supports a slightly narrower conclusion: Rheinmetall has become one of the most serious European defense primes building a broad drone/counter-drone position, with the biggest acceleration occurring from 2023 to 2025.- ·17 t sitten · MuokattuI have previously written that ukraine is waiting with real offensives until they have UAVs ready, as it is very dangerous to move into the kill-zone that lies between the troops. We have a historic moment today. For the first time ever, land has been taken with UAVs - without infantry https://united24media.com/latest-news/for-the-first-time-ukrainian-unmanned-systems-capture-russian-position-without-infantry-or-losses-17874 I don't really have a Rheinmetall angle on this news, it seems... But the direction of the war obviously reallocates the probabilities for different end-scenarios. If the war ends in the end-scenario where ukraine wins back all land and neutralizes the Russian threat (one can hope!) - it might - as the scenario begins to crystallize - reduce the incentive for European rearmament.·17 t sittenI don't think it makes infantry redundant just yet. They will gradually get other tasks. And it will also take time to scale the UAV line. So no, I'm not worried about it affecting Rheinmetall's sales of ammunition and helmets for now. And Rheinmetall also has much more than that.
- ·1 päivä sittenBy the way, I found a way to invest in agriculture (as a defensive, if we get an oil crisis). It was obvious: UKRAINE has an enormous agricultural sector. Have invested in: - Industrial Milk Company SA - Kernel Holding SA In this way, I am also supporting Ukraine's economy. So these were some good finds - I hope.·1 päivä sitten · Muokattu- And how else do you support Ukraine, besides financially?
1 päivä sitten1 päivä sittenInteresting! I would proudly wear my Vishyvanka and join in, but I cant make it sadly! But maby in the future I’ll buy u a 🍺 to celebrate the fall /fail of an empire ☺️🎉 Let’s not just hope, but actually do something good. You make a good example! Respect 🫡 
·1 päivä sittenSurprised that R isn't moving more today..A political shift in Hungary must surely mean an approximation towards Europe and an end to Hungary's constant vetoes of EU's aid packages to Ukraine - which must be good for R ?
·1 päivä sittenNo, it's rather the opposite. Orban was Trump's "most important" ally in Europe; they shared the same "strong man" rhetoric, one might say. AND, with Orban out of the equation, Trump loses his foothold (dictator-friend) in the EU. This makes it harder for the USA to claim that there is a broad Western coalition behind the blockade...... not least here by 4:00 PM shortly. I assume that Magyar will follow the Franco-British line (Macron's "defensive mission" which he just wrote on X) instead of Trump's opposite line which is now totally isolated from Europe.......oh dear oh dear. Or what?
1 päivä sitten1 päivä sitten·1 päivä sittenFINALLY, Rheinmetall is involved with missiles. I suspect that it is precisely this lack that has prevented Rheinmetall from keeping up with the other European defense players. Especially ballistic missiles are effective... And thus very good deterrence.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
35 päivää sitten
‧1 t 28 min
11,50 EUR/osake
Irtoamispäivä 13.5.
0,54%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sitten · MuokattuGermany is Rheinmetall's largest customer. Not to talk down the Rheinmetall stock case. I believe it is strong. But I note that Germany has just entered into a 4 billion EUR agreement with Ukraine, where Germany's gain is to become part of Ukraine's drone production. That must surely be money out of Germany's defense budget I am super-happy about the agreement and that Ukraine has become a big player in defense. It would, however, have been nice if one could have been part of this growth adventure, and not be relegated to only investing in the competitors. https://www.kyivpost.com/post/73930·14 t sitten · MuokattuThat being said, it seems that Ukraine's production is mostly drones and long-range missiles (correct me if I'm wrong). A lot else is needed in a war, and Rheinmetall has an enormous portfolio.1 t sitten1 t sittenChatGPT-svar (del 2/2): 7) Scaling evidence: portfolio breadth and real sales — 2025 disclosures In October 2025, Rheinmetall said its uncrewed aerial systems generated about €120 million in 2024 sales, and that it was expanding production capacity. It also highlighted that it had its own drones and loitering munitions in the portfolio, including LUNA NG, while continuing cooperation with companies such as Anduril and Lockheed Martin. That does not by itself make Rheinmetall a global top-tier drone giant, but it does show this is no longer a speculative side business. 8) Operational validation in networked warfare — January 29, 2026 In early 2026 Rheinmetall said its LUNA NG had successfully participated in a Bundeswehr test focused on reconnaissance and operational networking, including interaction with other unmanned systems and loitering munitions. This matters because the future drone market is increasingly about sensor-to-shooter integration, swarming, and networking — not just whether an aircraft can fly. Rheinmetall is positioning itself strongly in that direction. So, is it becoming a big drone player? My read is: yes, in Europe and in the defense-industrial sense. Rheinmetall now has: an in-house UAV base via EMT/LUNA NG, real loitering munition business via UVision/HERO, counter-drone capability, autonomy/software partnerships via Auterion, and a major scale-up partnership with Anduril for autonomous air vehicles in Europe. But I would still avoid saying Rheinmetall is already a drone giant on the level of the best-known specialist drone firms. The available evidence supports a slightly narrower conclusion: Rheinmetall has become one of the most serious European defense primes building a broad drone/counter-drone position, with the biggest acceleration occurring from 2023 to 2025.
- ·17 t sitten · MuokattuI have previously written that ukraine is waiting with real offensives until they have UAVs ready, as it is very dangerous to move into the kill-zone that lies between the troops. We have a historic moment today. For the first time ever, land has been taken with UAVs - without infantry https://united24media.com/latest-news/for-the-first-time-ukrainian-unmanned-systems-capture-russian-position-without-infantry-or-losses-17874 I don't really have a Rheinmetall angle on this news, it seems... But the direction of the war obviously reallocates the probabilities for different end-scenarios. If the war ends in the end-scenario where ukraine wins back all land and neutralizes the Russian threat (one can hope!) - it might - as the scenario begins to crystallize - reduce the incentive for European rearmament.·17 t sittenI don't think it makes infantry redundant just yet. They will gradually get other tasks. And it will also take time to scale the UAV line. So no, I'm not worried about it affecting Rheinmetall's sales of ammunition and helmets for now. And Rheinmetall also has much more than that.
- ·1 päivä sittenBy the way, I found a way to invest in agriculture (as a defensive, if we get an oil crisis). It was obvious: UKRAINE has an enormous agricultural sector. Have invested in: - Industrial Milk Company SA - Kernel Holding SA In this way, I am also supporting Ukraine's economy. So these were some good finds - I hope.·1 päivä sitten · Muokattu- And how else do you support Ukraine, besides financially?1 päivä sitten1 päivä sittenInteresting! I would proudly wear my Vishyvanka and join in, but I cant make it sadly! But maby in the future I’ll buy u a 🍺 to celebrate the fall /fail of an empire ☺️🎉 Let’s not just hope, but actually do something good. You make a good example! Respect 🫡
- ·1 päivä sittenSurprised that R isn't moving more today..A political shift in Hungary must surely mean an approximation towards Europe and an end to Hungary's constant vetoes of EU's aid packages to Ukraine - which must be good for R ?·1 päivä sittenNo, it's rather the opposite. Orban was Trump's "most important" ally in Europe; they shared the same "strong man" rhetoric, one might say. AND, with Orban out of the equation, Trump loses his foothold (dictator-friend) in the EU. This makes it harder for the USA to claim that there is a broad Western coalition behind the blockade...... not least here by 4:00 PM shortly. I assume that Magyar will follow the Franco-British line (Macron's "defensive mission" which he just wrote on X) instead of Trump's opposite line which is now totally isolated from Europe.......oh dear oh dear. Or what?
- 1 päivä sitten1 päivä sitten·1 päivä sittenFINALLY, Rheinmetall is involved with missiles. I suspect that it is precisely this lack that has prevented Rheinmetall from keeping up with the other European defense players. Especially ballistic missiles are effective... And thus very good deterrence.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.3.2025 |
2025 Q4 -tulosraportti
35 päivää sitten
‧1 t 28 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.3.2025 |
11,50 EUR/osake
Irtoamispäivä 13.5.
0,54%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sitten · MuokattuGermany is Rheinmetall's largest customer. Not to talk down the Rheinmetall stock case. I believe it is strong. But I note that Germany has just entered into a 4 billion EUR agreement with Ukraine, where Germany's gain is to become part of Ukraine's drone production. That must surely be money out of Germany's defense budget I am super-happy about the agreement and that Ukraine has become a big player in defense. It would, however, have been nice if one could have been part of this growth adventure, and not be relegated to only investing in the competitors. https://www.kyivpost.com/post/73930·14 t sitten · MuokattuThat being said, it seems that Ukraine's production is mostly drones and long-range missiles (correct me if I'm wrong). A lot else is needed in a war, and Rheinmetall has an enormous portfolio.1 t sitten1 t sittenChatGPT-svar (del 2/2): 7) Scaling evidence: portfolio breadth and real sales — 2025 disclosures In October 2025, Rheinmetall said its uncrewed aerial systems generated about €120 million in 2024 sales, and that it was expanding production capacity. It also highlighted that it had its own drones and loitering munitions in the portfolio, including LUNA NG, while continuing cooperation with companies such as Anduril and Lockheed Martin. That does not by itself make Rheinmetall a global top-tier drone giant, but it does show this is no longer a speculative side business. 8) Operational validation in networked warfare — January 29, 2026 In early 2026 Rheinmetall said its LUNA NG had successfully participated in a Bundeswehr test focused on reconnaissance and operational networking, including interaction with other unmanned systems and loitering munitions. This matters because the future drone market is increasingly about sensor-to-shooter integration, swarming, and networking — not just whether an aircraft can fly. Rheinmetall is positioning itself strongly in that direction. So, is it becoming a big drone player? My read is: yes, in Europe and in the defense-industrial sense. Rheinmetall now has: an in-house UAV base via EMT/LUNA NG, real loitering munition business via UVision/HERO, counter-drone capability, autonomy/software partnerships via Auterion, and a major scale-up partnership with Anduril for autonomous air vehicles in Europe. But I would still avoid saying Rheinmetall is already a drone giant on the level of the best-known specialist drone firms. The available evidence supports a slightly narrower conclusion: Rheinmetall has become one of the most serious European defense primes building a broad drone/counter-drone position, with the biggest acceleration occurring from 2023 to 2025.
- ·17 t sitten · MuokattuI have previously written that ukraine is waiting with real offensives until they have UAVs ready, as it is very dangerous to move into the kill-zone that lies between the troops. We have a historic moment today. For the first time ever, land has been taken with UAVs - without infantry https://united24media.com/latest-news/for-the-first-time-ukrainian-unmanned-systems-capture-russian-position-without-infantry-or-losses-17874 I don't really have a Rheinmetall angle on this news, it seems... But the direction of the war obviously reallocates the probabilities for different end-scenarios. If the war ends in the end-scenario where ukraine wins back all land and neutralizes the Russian threat (one can hope!) - it might - as the scenario begins to crystallize - reduce the incentive for European rearmament.·17 t sittenI don't think it makes infantry redundant just yet. They will gradually get other tasks. And it will also take time to scale the UAV line. So no, I'm not worried about it affecting Rheinmetall's sales of ammunition and helmets for now. And Rheinmetall also has much more than that.
- ·1 päivä sittenBy the way, I found a way to invest in agriculture (as a defensive, if we get an oil crisis). It was obvious: UKRAINE has an enormous agricultural sector. Have invested in: - Industrial Milk Company SA - Kernel Holding SA In this way, I am also supporting Ukraine's economy. So these were some good finds - I hope.·1 päivä sitten · Muokattu- And how else do you support Ukraine, besides financially?1 päivä sitten1 päivä sittenInteresting! I would proudly wear my Vishyvanka and join in, but I cant make it sadly! But maby in the future I’ll buy u a 🍺 to celebrate the fall /fail of an empire ☺️🎉 Let’s not just hope, but actually do something good. You make a good example! Respect 🫡
- ·1 päivä sittenSurprised that R isn't moving more today..A political shift in Hungary must surely mean an approximation towards Europe and an end to Hungary's constant vetoes of EU's aid packages to Ukraine - which must be good for R ?·1 päivä sittenNo, it's rather the opposite. Orban was Trump's "most important" ally in Europe; they shared the same "strong man" rhetoric, one might say. AND, with Orban out of the equation, Trump loses his foothold (dictator-friend) in the EU. This makes it harder for the USA to claim that there is a broad Western coalition behind the blockade...... not least here by 4:00 PM shortly. I assume that Magyar will follow the Franco-British line (Macron's "defensive mission" which he just wrote on X) instead of Trump's opposite line which is now totally isolated from Europe.......oh dear oh dear. Or what?
- 1 päivä sitten1 päivä sitten·1 päivä sittenFINALLY, Rheinmetall is involved with missiles. I suspect that it is precisely this lack that has prevented Rheinmetall from keeping up with the other European defense players. Especially ballistic missiles are effective... And thus very good deterrence.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt