2025 H2 -tulosraportti
36 päivää sitten
‧1 t 15 min
0,048 GBP/osake
Viimeisin osinko
1,36%Tuotto/v
Tarjoustasot
CBOE Europe
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 H1 -tulosraportti 31.7. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 27.2. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 | ||
2025 H1 -tulosraportti 1.8.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
2.3.2.3.Melrose Industries can fit a “defence stock” bucket because it supplies flight‑critical aerospace components into major military platforms, and that demand is being supported by a broad, multi‑year rise in defence spending commitments. Melrose (owner of GKN Aerospace) operates across civil and defence markets in two divisions (Engines and Structures), so defence is a meaningful but not exclusive driver of results. What makes it defensive A sizeable share of group revenue comes from defence (Melrose reported 28% of group revenue from defence in the first half of 2025), giving exposure to military budgets that can be less cyclical than commercial aircraft demand. Melrose’s own 2025 results commentary highlights a “generational shift” in defence spending and positions the company as a beneficiary of that trend. Platform exposure and longevity Management cites defence growth driven by platforms including the F‑35, CH‑47 and C‑130J, which are long‑running programmes with extended production and sustainment tails. That matters for long‑term investors because supplier content can persist for decades once qualified on a platform. Aftermarket economics Melrose also benefits when fleets stay in service longer, because maintenance and repair demand tends to rise, and Reuters has linked Melrose’s growth to robust aftermarket demand alongside increased defence spending. This can support cash generation even when new‑build delivery rates are constrained. Value investor caveats It is not a pure defence prime: civil aerospace remains a larger exposure (Melrose reported civil at 72% of group revenue in H1 2025), so the stock can still be hit by commercial aerospace cycles and OEM supply‑chain issues. If you want “defence” characteristics, assess whether you’re comfortable with that mixed end‑market profile rather than assuming it behaves like a pure‑play contractor. References https://www.investegate.co.uk/announcement/rns/melrose-industries--mro/half-year-results/9018179https://www.investegate.co.uk/announcement/rns/melrose-industries--mro/final-results/9449893https://www.reuters.com/business/aerospace-defense/gkn-aerospace-owner-melrose-posts-four-month-revenue-rise-aftermarket-strengt- 27.2.27.2.Melrose reported a strong 2025: revenue rose 8% to £3.59bn, adjusted operating profit rose 23% to £647m, free cash flow turned positive at £125m, and it proposed a 20% dividend increase plus a £175m buyback. It also guided 2026 revenue of £3.75–£3.95bn, adjusted operating profit of £700–£750m, and free cash flow of £150–£200m (second-half weighted). The shares can still fall because the 2026 revenue outlook was seen as below analyst expectations and management highlighted ongoing supply-chain constraints and tariff-related uncertainty, which can cap near-term growth despite strong demand. Investors may also be cautious that a meaningful chunk of Engines profit is “variable consideration” from RRSP contracts, which can make earnings feel less straightforward to model.
·27.2.What causes this sharp drop?
·14.1.Heard this mentioned in millionklubben today from Maj Invest, it sounded very positive, but when I look at the order depth there's a lot for sale and not many buyers, anyone who has it or has an opinion about it- ·6.3.2025Anyone have any thoughts on what is causing the current decline? Is the result from 2024 too bad? Possibly too little involvement in defense development? Anyway, I'm sitting comfortably with my little money.
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 H2 -tulosraportti
36 päivää sitten
‧1 t 15 min
0,048 GBP/osake
Viimeisin osinko
1,36%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
- 2.3.2.3.Melrose Industries can fit a “defence stock” bucket because it supplies flight‑critical aerospace components into major military platforms, and that demand is being supported by a broad, multi‑year rise in defence spending commitments. Melrose (owner of GKN Aerospace) operates across civil and defence markets in two divisions (Engines and Structures), so defence is a meaningful but not exclusive driver of results. What makes it defensive A sizeable share of group revenue comes from defence (Melrose reported 28% of group revenue from defence in the first half of 2025), giving exposure to military budgets that can be less cyclical than commercial aircraft demand. Melrose’s own 2025 results commentary highlights a “generational shift” in defence spending and positions the company as a beneficiary of that trend. Platform exposure and longevity Management cites defence growth driven by platforms including the F‑35, CH‑47 and C‑130J, which are long‑running programmes with extended production and sustainment tails. That matters for long‑term investors because supplier content can persist for decades once qualified on a platform. Aftermarket economics Melrose also benefits when fleets stay in service longer, because maintenance and repair demand tends to rise, and Reuters has linked Melrose’s growth to robust aftermarket demand alongside increased defence spending. This can support cash generation even when new‑build delivery rates are constrained. Value investor caveats It is not a pure defence prime: civil aerospace remains a larger exposure (Melrose reported civil at 72% of group revenue in H1 2025), so the stock can still be hit by commercial aerospace cycles and OEM supply‑chain issues. If you want “defence” characteristics, assess whether you’re comfortable with that mixed end‑market profile rather than assuming it behaves like a pure‑play contractor. References https://www.investegate.co.uk/announcement/rns/melrose-industries--mro/half-year-results/9018179https://www.investegate.co.uk/announcement/rns/melrose-industries--mro/final-results/9449893https://www.reuters.com/business/aerospace-defense/gkn-aerospace-owner-melrose-posts-four-month-revenue-rise-aftermarket-strengt
- 27.2.27.2.Melrose reported a strong 2025: revenue rose 8% to £3.59bn, adjusted operating profit rose 23% to £647m, free cash flow turned positive at £125m, and it proposed a 20% dividend increase plus a £175m buyback. It also guided 2026 revenue of £3.75–£3.95bn, adjusted operating profit of £700–£750m, and free cash flow of £150–£200m (second-half weighted). The shares can still fall because the 2026 revenue outlook was seen as below analyst expectations and management highlighted ongoing supply-chain constraints and tariff-related uncertainty, which can cap near-term growth despite strong demand. Investors may also be cautious that a meaningful chunk of Engines profit is “variable consideration” from RRSP contracts, which can make earnings feel less straightforward to model.
- ·27.2.What causes this sharp drop?
- ·14.1.Heard this mentioned in millionklubben today from Maj Invest, it sounded very positive, but when I look at the order depth there's a lot for sale and not many buyers, anyone who has it or has an opinion about it
- ·6.3.2025Anyone have any thoughts on what is causing the current decline? Is the result from 2024 too bad? Possibly too little involvement in defense development? Anyway, I'm sitting comfortably with my little money.
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
CBOE Europe
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 H1 -tulosraportti 31.7. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 27.2. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 | ||
2025 H1 -tulosraportti 1.8.2025 |
2025 H2 -tulosraportti
36 päivää sitten
‧1 t 15 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 H1 -tulosraportti 31.7. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 27.2. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 | ||
2025 H1 -tulosraportti 1.8.2025 |
0,048 GBP/osake
Viimeisin osinko
1,36%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 2.3.2.3.Melrose Industries can fit a “defence stock” bucket because it supplies flight‑critical aerospace components into major military platforms, and that demand is being supported by a broad, multi‑year rise in defence spending commitments. Melrose (owner of GKN Aerospace) operates across civil and defence markets in two divisions (Engines and Structures), so defence is a meaningful but not exclusive driver of results. What makes it defensive A sizeable share of group revenue comes from defence (Melrose reported 28% of group revenue from defence in the first half of 2025), giving exposure to military budgets that can be less cyclical than commercial aircraft demand. Melrose’s own 2025 results commentary highlights a “generational shift” in defence spending and positions the company as a beneficiary of that trend. Platform exposure and longevity Management cites defence growth driven by platforms including the F‑35, CH‑47 and C‑130J, which are long‑running programmes with extended production and sustainment tails. That matters for long‑term investors because supplier content can persist for decades once qualified on a platform. Aftermarket economics Melrose also benefits when fleets stay in service longer, because maintenance and repair demand tends to rise, and Reuters has linked Melrose’s growth to robust aftermarket demand alongside increased defence spending. This can support cash generation even when new‑build delivery rates are constrained. Value investor caveats It is not a pure defence prime: civil aerospace remains a larger exposure (Melrose reported civil at 72% of group revenue in H1 2025), so the stock can still be hit by commercial aerospace cycles and OEM supply‑chain issues. If you want “defence” characteristics, assess whether you’re comfortable with that mixed end‑market profile rather than assuming it behaves like a pure‑play contractor. References https://www.investegate.co.uk/announcement/rns/melrose-industries--mro/half-year-results/9018179https://www.investegate.co.uk/announcement/rns/melrose-industries--mro/final-results/9449893https://www.reuters.com/business/aerospace-defense/gkn-aerospace-owner-melrose-posts-four-month-revenue-rise-aftermarket-strengt
- 27.2.27.2.Melrose reported a strong 2025: revenue rose 8% to £3.59bn, adjusted operating profit rose 23% to £647m, free cash flow turned positive at £125m, and it proposed a 20% dividend increase plus a £175m buyback. It also guided 2026 revenue of £3.75–£3.95bn, adjusted operating profit of £700–£750m, and free cash flow of £150–£200m (second-half weighted). The shares can still fall because the 2026 revenue outlook was seen as below analyst expectations and management highlighted ongoing supply-chain constraints and tariff-related uncertainty, which can cap near-term growth despite strong demand. Investors may also be cautious that a meaningful chunk of Engines profit is “variable consideration” from RRSP contracts, which can make earnings feel less straightforward to model.
- ·27.2.What causes this sharp drop?
- ·14.1.Heard this mentioned in millionklubben today from Maj Invest, it sounded very positive, but when I look at the order depth there's a lot for sale and not many buyers, anyone who has it or has an opinion about it
- ·6.3.2025Anyone have any thoughts on what is causing the current decline? Is the result from 2024 too bad? Possibly too little involvement in defense development? Anyway, I'm sitting comfortably with my little money.
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
CBOE Europe
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt