에 대한 최신 뉴스 Leonardo (OTC:FINMY) 주식

FINMECCANICA ADR

Leonardo is one of the largest European defense firms, with 30% of its shares owned by the Italian government. The group's divisions include helicopters; defense, electronics, and security systems; and aeronautics. The helicopter division serves both military and civil markets through AgustaWestland. DES has access to the US defense market through the DRS subsidiary. The aeronautics division cooperates in international programs, such as Eurofighter Typhoon, F-35, and the new Tempest, and supplies aerostructures to large commercial aircraft programs.

Knin,,Croatia,,August,5,,2024.,Mbda,Mistral,3,Air

Opinion

Trading Ideas

BAESY

FINMY

RNMBY

RYCEY

THLEF

우크라이나 대통령 볼로디미르 젤렌스키와 미국 대통령 도널드 트럼프 사이의 2월 28일 백악관 회담 이후, 글로벌 지정학적 긴장이 새로운 고조에 이르렀다. 미국의 우크라이나에 대한 군사적 지원 축소로 향하는 추세는 그 회담이 있기 훨씬 전부터 많은 투자자들에게 분명하게 나타났다. 2025년 초 유럽 주식, 특히 방위 산업 관련 주식이 급등했기 때문이다.

트럼프의 우크라이나 무기 운송 중단 이후 주목해야 할 방산주 5종목

Leonardo SpA

Global geopolitical tensions reached a new high after the contentious February 28 <a href="https://www.benzinga.com/news/25/03/44064861/trump-cancels-news-conference-with-zelenskyy-after-tense-meet-in-oval-office-report">Oval Office meeting</a> between Ukrainian President Volodymyr Zelenskyy and US President Donald Trump.
A trend toward less US military support for Ukraine was evident for many investors long before that meeting, as European stocks soared in early 2025, especially those in the defense sector.&nbsp;
The DAX index in Germany rose to new all-time highs this year, for example, as Europe begins reshuffling policy plans in view of a reduction in U.S. military support. Germany has led the charge so far, announcing a 500 billion euro (about $535 billion) stimulus package aimed at bumping up defense and reinvigorating the country's stale economy.&nbsp;
<h2 class="wp-block-heading">Six European Defense Stocks Set To Keep The Rally Going</h2>
One aspect of the German stimulus package that seems to intrigue investors is the defense spending boost, which gets around the country's ‘debt brake' designed to limit government spending. The debt brake caps spending at a percentage of national GDP. The new agreement calls for all defense spending beyond 1% of German GDP to not be counted against this cap, which is music to the ears of European defense companies, whose stocks have been sizzling since late 2024.&nbsp;
It&#8217;s important to keep in mind that as foreign stocks, they trade using ADRs on OTC marketplaces. Be sure to understand the risks of buying international companies via OTC marketplaces before investing.
<h2 class="wp-block-heading">Rheinmetall AG </h2>
Rheinmetall AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNMBY#OTC">RNMBY</a>) has been the face of the European defense rally so far. The stock has more than doubled in the last 12 months, including a 90% gain year-to-date (YTD). Rheinmetall is one of Germany's leading providers of military vehicles, weapons, ammunition and electronics for defense. The Dusseldorf-based company has existed since 1889 and employs more than 24,000 people.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcz_vG_KlxR1YFjEzC7CM5uirLdtpbjuTsj1DEa5dom-LiAvPzKDxxGg-QOEWA3cq3hC67yj-R92podeAkV2ykefZNcLkN1UI3IBZVO_wht8e15qkjdiyZYiIcR856Uojng01QU4g?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Rheinmetall's stock trades on the DAX exchange in Germany but American investors can find it on the OTC markets trading as RNMBY. The company's valuation has gotten stretched during this recent rally, with a P/E ratio approaching 100 and a price-to-sales rate of 5.87. The company's forward P/E of 37.6 is in line with competitors like Saab and Rolls-Royce. It recently reported the USD equivalent of $955 million in free cash flow and 40% year-over-year (YoY) revenue growth. The stock ended Friday's session on a 6.5% drawdown as investors took profits amidst a choppy trading day. Some see this as an opportunity for a new entry as technical trends remain in place.&nbsp;
<h2 class="wp-block-heading">BAE Systems plc </h2>
BAE Systems (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BAESY#OTC">BAESY</a>) had just completed its first ‘lost year' since COVID as 2024 drew to a close, but the recent rally has taken the British defense firm back to new all-time highs. BAE's stock closed at $57 on the final day of 2024 trading &#8211; a mere $1 above the price it opened on the first 2024 trading day. But 2025 has been a fresh start and the company is up nearly 45% YTD.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdNq-SXMbawg2AA0la6ht2uny1OZywnTvqRudwtgUdvTE2bqX8QO8tr1Ho-mF9F7hFXtAkqYsl68mDauucE_PDYWV6eX1pQ5lTv2MbXQIBZXwiFMTA-fxTD0eCYwu47s1hEdBXnAQ?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Despite the parabolic move, BAESY remains an undervalued stock compared to peers like Rheinmetall and Saab. The stock trades at just 22 times forward earnings, 1.87 times sales and sits on a massive free cash pile equivalent to $3.5 billion. Profit growth accelerated in 2024 following a sluggish 2023. The company's 7.4% profit margin is one of the sector's best figures. It also pays a 2% dividend yield, tops amongst today&#8217;s picks.
The stock could get a boost from political tailwinds in 2025 as well. Like Germany, the UK is preparing for more accommodative fiscal policy to boost its economy, especially the defense sector.
<h2 class="wp-block-heading">Leonardo S.P.A. </h2>
Leonardo SPA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FINMY#OTC">FINMY</a>) trades on the Italian stock exchange, and like other European defense firms, it started 2025 with a bang. Shares are up more than 72% so far this year, with possibly more room to run as the EU's fiscal plans come into focus.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeVnLhxuMB974uvA6X4FLkAq4Z3Xq4j7WWoeKicj2H3PT3zxbJ1n0hSiuP-aFMS7j6YWc_krkegiFes7ztcafUozkkyE5vPhBzTefPbOkQoLyACPMSlpFIyrNpyjAn7b0KCdbVYLg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Leonardo SpA has seven different business divisions, including Helicopters, Aeronautics, Electronics and Defense Systems. The firm is one of Italy's largest, with nearly 60,000 employees and a $27 billion market cap. The stock finished 2024 up more than 50% on the year, its share price has already gone from $13 to $23 in 2025.
Like BAE Systems, Leonardo remains undervalued compared to some of its more high-flying peers. Trading at 23 times forward earnings and just 1.4 times sales, the company has posted 21% YoY revenue growth. Shares pulled back on Friday, which could signify investors taking profits as the Relative Strength Index (RSI) veered into overbought territory. A minor correction could create an opportunity for new investors.
<h2 class="wp-block-heading">Thales S.A. </h2>
Thales S.A. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/THLEF#OTC">THLEF</a>) is a French aerospace company specializing in defense equipment, including combat systems, surveillance, training simulations, avionics equipment and more. With over $22 billion in annual revenue and more than 83,000 employees, Thales is one of the largest defense contractors in Europe. It has also been one of the best-performing stocks on the French CAC index, with a nearly 83% gain YTD.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXezuK4B9ff5pjf8XJDIkfIdzZsIOpy0sk5sinnM-gHVA4HBfwv3cT5UPmc0XuCHg2vfpn9TFelhQIv2STCxRUxNH_uOSk9Uzr6F7BqDiHEJqdhHi29TMDsQqQzP5w9-fAzxFVRUIg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
The stock looks pricey at the moment with a P/E ratio over 50, but it trades at just 23 times forward earnings and has more than $2 billion in free cash flow. In its most recent report, the company stated YoY quarterly earnings growth of 7.4% and pays a 1.46% dividend yield, which is bested only by BAE Systems&#8217; 2% yield amongst our defense stock picks.
<h2 class="wp-block-heading">Rolls-Royce Holdings plc </h2>
When investors think of Rolls-Royce (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RYCEY#OTC">RYCEY</a>), they usually picture the car driven by their favorite athlete, but the company makes more than just high-performance sports cars. It operates in multiple divisions: Civil Aerospace, Defense, Power Systems and New Markets. Rolls-Royce is the largest stock by market cap on our list at $87 billion. The company earns more than $24 billion in annual revenue.&nbsp;
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLlyU-1_uQUcX4tMiQoR16J13Q7MWEyfv43FSZCoOPnHcZZovjaMJhOYU5hE9BD3k9edK9s2LnvZr0lMzSdd5vpV2ySGgpN-KYKqtkL2idrO4jzja32wfc-yhOv_V_0dauMV75?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Rolls Royce stock is up 51% this year, which lags behind other soaring European defense contractors, though that gap could soon be closed. The company's 13.3% profit margin dwarfs most competitors in the defense industry; the stock trades at 28 times earnings. It also has an impressive $3.74 billion in free cash flow ready for deployment, which is not a bad situation to find yourself in when the government is expanding fiscal policy.
<h3 class="wp-block-heading">And Before We Go&#8230; </h3>
<h2 class="wp-block-heading">Live On Wednesday: How To Trade This Week's Market Chaos</h2>
Markets are in turmoil—are you positioned and ready to react? Join Chris Capre on March 12 at 6 PM ET for a live session where he'll show you how to track institutional moves, execute precise trades and navigate wild price swings with confidence.&nbsp;Sign up right <a href="https://bzresearch.myclickfunnels.com/chris-capre-webinar-wed-mar12-2025-registration">HERE</a>
Photo: Shutterstock

6 Defense Stocks To Watch After Trump Halts Weapons Shipments To Ukraine

<a href="https://www.bloomberg.com/news/articles/2025-02-26/saudi-pif-in-talks-to-invest-in-leonardo-s-aerostructures-unit" title="https://www.bloomberg.com/news/articles/2025-02-26/saudi-pif-in-talks-to-invest-in-leonardo-s-aerostructures-unit">https://www.bloomberg.com/news/articles/2025-02-26/saudi-pif-in-talks-to-invest-in-leonardo-s-aerostructures-unit</a>

News

Contracts

'Saudi PIF In Talks To Invest In Leonardo's Aerostructures Unit' - Bloomberg News

Donald Trump reiterated <a href="https://www.politico.eu/article/us-donald-trump-greenland-russia-china/" target="_blank" rel="noreferrer noopener">his desire to buy Greenland</a> to strengthen US national and economic "security" as he spoke to reporters while signing a flurry of executive orders in the Oval Office on his first day as president.
<a href="https://europeancapitalinsights.substack.com/p/trump-wants-to-buy-greenland-for?r=3nmatg" target="_blank" rel="noreferrer noopener nofollow">Trump's renewed interest</a> has caught attention owing to the island&#8217;s increasing importance in geopolitical competition in the Arctic and its vast <a href="https://www.benzinga.com/markets/commodities" target="_blank" rel="noreferrer noopener">natural resources</a>. The 47th president has also emphasized the military and economic activity of Russia and China in the Arctic as a reason for the US to buy Greenland. 
"Greenland is necessary not for us, it's necessary for international security," the Republican president said. "You have Russian boats all over the place, you have China's boats all over the place — warships — and they [Denmark] can't maintain it."
As <a href="https://www.politico.com/news/magazine/2022/12/17/climate-change-arctic-00071169" target="_blank" rel="noreferrer noopener">global powers seek to expand their reach and footprint</a> in the Arctic, mineral-rich Greenland — which hosts a US military base — is coveted for its security and trade importance. 
The president revived calls following his re-election on November 5. He first expressed interest in purchasing Greenland in 2019, during his first term as president, but Greenland and Denmark quickly rejected the offer.&nbsp;
"I'm sure that Denmark will come along — it's costing them a lot of money to maintain it, to keep it," Trump said. Denmark is unable to "keep" Greenland, a self-ruling Danish territory, he said.&nbsp;
<h2 class="wp-block-heading">Trump Wants to Buy Greenland to Hinder Chinese Expansion</h2>
A US-controlled Greenland would fulfill major objectives for the United States, including access to the territory's natural resources and its strategic location in the Arctic. Greenland is also home to the United States' Pituffik Space Base, which permanently houses the US military and is essential for early warning systems and air power over the region.&nbsp;
It would also hinder China's efforts to make it a part of its Polar Silk Road initiative. China aims to utilize the Northern Sea Route (NSR), which could cut shipping distances to Europe by 23% compared to the Suez Canal route. Climate change-induced ice melt makes the NSR more accessible, enhancing the Arctic&#8217;s strategic importance for Beijing.
"If the people in Greenland want to be part of us, we can use those resources better and make sure Russia and China don't get advantages in the Arctic,&#8221; Joe Lonsdale, Palantir co-founder and billionaire Trump backer, <a href="https://x.com/BBCNewsnight/status/1877492844933353699" target="_blank" rel="noreferrer noopener">told</a> the BBC. "That sounds great to me."
Greenland <a href="https://www.bbc.com/news/articles/c4gzn48jwz2o" target="_blank" rel="noreferrer noopener">rejected giving up territory</a> to the US. However, its Prime Minister, Múte Egede, has expressed <a href="https://www.knr.gl/da/nyheder/mute-b-egede-vi-er-klar-til-arbejde-mere-sammen-med-usa">openness</a> to closer ties with the US on mining resources.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcaBp43BfbV_BsMghf-WaGenost2HVFoUCtQ7u6ql9e-Fgtw6DvY_GUt6kV_5FKujyiW43yrf88lSCdfl3I0iVScLd9UduX3f8jFXz5scWF3yxrnFLBKzB5rR0WKzRwpBXRkIvpZg?key=-tdtjq4v8m0NIQsTaqDfqo9C" alt="" /></figure>
Greenland Geological Map, Source: <a href="https://www.researchgate.net/figure/Geological-map-of-Greenland-showing-the-locations-of-different-types-of-mineralization_fig1_326655551">Research Gate</a>
Egede said at a press conference on January 10 that Greenland's people don't want to be Americans but that he understands Trump's interest in the island given its strategic location and is open to greater cooperation with the US.
&#8220;We have the doors open in terms of mining. It will remain that way in the coming years. We have to trade with the United States,&#8221; Egede said.
<h2 class="wp-block-heading">Greenland-focused Stocks Surge on Trump's Bid</h2>
Following the press conference with Egede, shares of mining company Critical Metals Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRML#NASDAQ">CRML</a>) surged on January 10. The company that has exploration assets in Greenland marked its largest intraday gain since May.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfONbD9iinQY0qVwS1RZyyzEhjeypqVOcjMZ3chp_KE56xMvQ_G4Dfcr56FjG5Kw8jP7pla-OHqAkR-bKSL8rds_GpZv_H6I2a2Thu7e5jsHUdXIiMlB2mOaTX6XVdVC-bAJ4jsA?key=-tdtjq4v8m0NIQsTaqDfqo9C" alt="" /></figure>
Critical Metals Corp. Ordinary Shares (CRML), Source: <a href="https://www.nasdaq.com/market-activity/stocks/crml">NASDAQ</a>&nbsp;
In December, Critical Metals Corp. <a href="https://criticalmetalscorp.gcs-web.com/news-releases/news-release-details/critical-metals-corp-confirms-high-grade-rare-earth-material-its">confirmed</a> the presence of high-grade rare earth material at its Tanbreez Project in Southern Greenland.
Rare earth elements are essential for producing permanent magnets used in electric vehicles and wind turbines.
Greenland is home to 25 of the 34 critical raw materials <a href="https://ec.europa.eu/commission/presscorner/detail/en/ip_23_6166">identified</a> by the European Commission as strategically important for Europe&#8217;s industry and the green transition.
<h2 class="wp-block-heading">European Defense Stocks Surge&nbsp;</h2>
A few days earlier, on January 8, European defense stocks surged when Trump reiterated his commitment to increasing NATO spending and his emphasis on Greenland&#8217;s strategic significance during a Mar-a-Lago press conference.
Speculation that Trump&#8217;s comments could pressure European nations to increase defense budgets affected markets. Shares in Italian aerospace company Leonardo S.p.A. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FINMY#OTC">FINMY</a>), German arms manufacturer Rheinmetall AG (<a href="https://www.benzinga.com/quote/RNMBY">OTC: RNMBY</a>, Swedish aerospace company SAAB AB (<a href="https://www.benzinga.com/quote/SAABF">OTC: SAABF</a>), and Norwegian aerospace company Kongsberg Gruppen ASA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/KGAUF#OTC">KGAUF</a>) all gained over 2% on January 8.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeRcSZi0Hc2t5-z__zFdQ4lE-zspLsoT5U2FrDJjKc7rluPFOM_hMNXDALFG0hGtU9DxOGcbLKIGAfqJHVP2qRO2YSgMPWwOvncV8hTAlGyhTGhKABLM7xRe9zJ2Xsd0MwmWz49ug?key=-tdtjq4v8m0NIQsTaqDfqo9C" alt="" /></figure>
STOXX Europe Total Market Aerospace &amp; Defense year-to-date, source: <a href="https://stoxx.com/index/sxparo/">STOXX</a>
Meanwhile, the Danish government announced a boost in defense spending for Greenland. Danish Defense Minister Troels Lund Poulsen outlined as a package worth a &#8220;double-digit billion amount&#8221; in Danish krone, or at least $1.5 billion.
During a visit to Denmark in early January, Egede said that the Arctic territory was &#8220;entering a new era, in a new year where Greenland is in the center of the world.&#8221;
Disclaimer:
Any opinions expressed in this article are not to be considered investment advice and are solely those of the authors. European Capital Insights is not responsible for any financial decisions made based on the contents of this article. Readers may use this article for information and educational purposes only.
This article is from an unpaid external contributor. It does not represent Benzinga&#8217;s reporting and has not been edited for content&nbsp;or&nbsp;accuracy.

Emerging Markets

Eurozone

Commodities

CRML

KGAUF

Trump Wants to Buy Greenland for US 'Security'

Western missile defense capabilities are powerful but can be expensive to maintain against continued enemy fire.
For example, the Standard Missle-2, which the U.S. Navy uses for air defense, costs over $2 million every time it's fired.
In battlefields like the Red Sea and Gulf of Aden, where Houthi rebels have put shipping under a constant aerial barrage, including with drones costing well under $100,000, finding a cheaper defense alternative is economically crucial.
Don't Miss:
<ul>
<li>One startup funded by the U.S. Department of Defense and Homeland Security <a href="https://www.benzinga.com/alternative-investments/listing/avawatz">aims to solve this specific nuisance in a spectacular fashion</a>.</li>
<li>US military-backed AI robotics company announces new equity raise for regular investors,<a href="https://www.benzinga.com/money/avawatz"> here&#8217;s how to buy shares and potentially own a stake</a>.</li>
</ul>
James Black, an assistant director of defense and security for the RAND Europe think tank, warned of such earlier this year saying, "Low-cost drones and rockets have swung the economic calculus of offense and defense in favor of those using large volumes of cheap unmanned systems and munitions to overwhelm more-sophisticated air and missile defenses."
The United Kingdom shared new footage of its newest laser weapon system, which it calls the DragonFire. The U.K.'s defense minister explained that the video demonstrates "the power of the laser to cut down targets at the speed of light."
Perhaps the biggest breakthrough is its price tag, with the Defense Ministry estimating the price of a 10-second burst of the laser to only cost $13, leading it to call it a "potential game-changer for air defense."
Trending: Fortnite&#8217;s creator company<a href="https://www.benzinga.com/money/epic-games"> greenlights partial ownership for up to 100 accredited investors</a> in the upcoming series.
Companies involved in the collaboration of the new laser weapon include MBDA UK, BAE Systems (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BAESY#OTC">BAESY</a>), QinteQ Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/QNTQF#OTC">QNTQF</a>), Arke and Leonardo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FINMY#OTC">FINMY</a>).
Leonardo, an Italian multinational specializing in aerospace, defense and security, has seen strong stock price performance lately, with its stock up about 105% in the past year.
While the device is still in the research and development stage, business could continue to boom for these companies if Ukraine can get access to this new technology.
Even though the British currently have no known plans to deploy the technology to Ukraine, some Ukrainians have already expressed interest.
"We are ready to test it," Ukrainian MP Oleksiy Goncharenko told Newsweek.&nbsp;
With the ever-high geopolitical tensions around the world and the U.S. government debt approaching $35 trillion, finding more cost-effective ways to succeed in combat would be welcome news.
Read Next:
<ul>
<li>WealthTech startup unlocks a $33 trillion home equity market and<a href="https://www.benzinga.com/money/nada-vc"> you can own a stake in it with just $250.</a></li>
<li>Amid the ongoing EV revolution, previously overlooked low-income communities<a href="https://www.benzinga.com/money/dunamis-1"> now harbor a huge investment opportunity</a>.</li>
</ul>

General

QNTQF

New 'Game-Changing' Laser Weapon Costing $13 A Shot Could Disrupt Defense Industry — Here Are The Public Companies Behind It

Benzinga
<a class="editor-rtfLink" href="https://www.benzinga.com/news/23/04/31696305/weekly-jobless-claims-fall-18k-to-228k-still-higher-than-expected" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Weekly Jobless Claims Fall 18K To 228K, Still Higher Than Expected</a>
<ul>
<li>Weekly Initial Jobless Claims&nbsp;were 228,000, a decrease of 18,000 from the previous week&#39;s revised level, according to data the Labor Department released on Thursday.</li>
<li>The number is above the average economist estimates of 201,000 but lower than the previous week&#39;s revised level.</li>
<li>The 4-week moving average was 237,750, a decrease of 4,250 from the previous week&#39;s revised average.</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/government/23/04/31694920/biden-admin-finalizes-rule-to-crack-down-deceptive-medicare-advantage-advertising" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Biden Admin Finalizes Rule To Crack Down Deceptive Medicare Advantage Advertising</a>
<ul>
<li>On Wednesday, the U.S. Department of Health and Human Services, through the Centers for Medicare and Medicaid Services, finalized the rule to strengthen Medicare, expand access to behavioral health care, and crack down on &quot;misleading&quot; advertisements.</li>
<li>The Department of Health and Human Services rule targets private insurers that offer the so-called Medicare Advantage plans, which have been soaring in popularity.</li>
<li>According to CMS, the &quot;proliferation of certain television advertisements&quot; promoting enrollment in Medicare Advantage plans &ndash; offered by Medicare-approved private companies &ndash; has been concerning.</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/government/23/04/31694000/amazons-irobot-deal-draws-attention-from-uk-competition-watchdog" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Amazon&#39;s iRobot Deal Draws Attention From UK Competition Watchdog</a>
<ul>
<li>The Competition and Markets Authority is investigating the anticipated acquisition of&nbsp;Roomba&nbsp;maker&nbsp;iRobot Corp&nbsp;(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/irbt#NASDAQ">IRBT</a>) by&nbsp;Amazon.com Inc&nbsp;(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/amzn#NASDAQ">AMZN</a>).</li>
<li>The CMA is considering whether the transaction will substantially lower competition within any market or markets in the U.K. for goods or services.&nbsp;</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/news/23/04/31693557/leonardo-siemens-join-forces-to-protect-industrial-infrastructures-from-cyber-threat" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Leonardo Taps Siemens To Protect Industrial Infrastructures From Cyber Threat</a>
<ul>
<li>Leonardo S.P.A.&nbsp;(OTC:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/finmy#OTC" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">FINMY</a>) (OTC:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/finmf#OTC" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">FINMF</a>) collaborated with&nbsp;Siemens AG&nbsp;(OTC:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/siegy#OTC" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">SIEGY</a>) (OTC:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/smawf#OTC" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">SMAWF</a>)&nbsp;Siemens Digital Industries&nbsp;to offer advanced cybersecurity solutions for IT and OT technologies (Information Technology and Operational Technology) for digital, secure, connected, and integrated industrial infrastructures.</li>
<li>The partnership will concern resilience against accidents and cyber attacks to automation and connectivity systems that monitor and supervise critical infrastructure assets, equipment, and&nbsp;<a class="editor-rtfLink" href="https://www.leonardo.com/en/press-release-detail/-/detail/06-04-2023-leonardo-and-siemens-collaborate-on-a-new-integrated-offer-platform-for-digital-security-dedicated-to-industrial-infrastructures" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">processes</a>.</li>
<li>&quot;Thanks to this agreement, Leonardo and Siemens can create new synergies based on complementary technologies and skills, with the aim of jointly developing solutions capable of responding more effectively to the growing cybernetic challenges in the industrial and energy sector,&quot; said&nbsp;Alessandro Profumo,&nbsp;Leonardo&#39;s CEO.</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/news/23/04/31693131/former-hulu-chief-joe-earley-takes-charge-of-disneys-streaming-business-a-critical-growth-pillar" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Former Hulu Chief Joe Earley Takes Charge Of Disney&#39;s Streaming Business, A Critical Growth Pillar</a>
<ul>
<li>On April 5,&nbsp;Walt Disney Co&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/dis#NYSE">DIS</a>) named Joe Earley as president of its direct-to-consumer business, effective immediately.</li>
<li>Earley, who most recently served as president of Hulu, will lead Disney Entertainment&#39;s streaming efforts, including Disney+ and Hulu, reporting to Alan Bergman and Dana Walden, co-chairs of Disney Entertainment.</li>
<li>Earley succeeds Michael Paull, who is leaving the company after six years.</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/general/biotech/23/04/31697198/pfizers-rsv-candidate-shines-with-82-efficacy-despite-competition-in-crowded-field" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Pfizer&#39;s RSV Candidate Shines with 82% Efficacy, Despite Competition in Crowded Field</a>
<ul>
<li>On Wednesday,&nbsp;Pfizer Inc&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/pfe#NYSE">PFE</a>) detailed late-stage study results for its RSV vaccine in the New England Journal of Medicine detailing late-stage study results for its RSV vaccine.&nbsp;</li>
<li>Pfizer&#39;s vaccine, RSVpreF, was 81.8% effective in preventing severe lower respiratory tract illness in infants in the first 90 days of life.</li>
<li>FDA approval could make Pfizer&#39;s shot the first maternal vaccine available to prevent the disease in infants.</li>
</ul>
&nbsp;
Bloomberg
<a class="editor-rtfLink" href="https://www.benzinga.com/government/23/04/31692961/us-big-tech-like-google-amazon-face-difficulty-downsizing-employees-in-europe-amid-strict-labor-laws" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">US Big Tech Like Google, Amazon Face Difficulty Downsizing Employees In Europe Amid Strict Labor Laws</a>
<ul>
<li>After declaring the most significant layoffs in their history, U.S. big tech companies have difficulty reducing their European headcount.</li>
<li>In the U.S., companies made widespread job cuts. Meanwhile, Europe&#39;s labor protections shield employees from mass layoffs among tech companies without prior consultations with employee interest groups.</li>
<li>In France and Germany, labor laws are among the strongest in the E.U. Google is currently negotiating with works councils to negotiate with management about workforce issues.</li>
</ul>
&nbsp;
Financial Times
<a class="editor-rtfLink" href="https://www.benzinga.com/m-a/23/04/31694319/kkr-eyes-stake-in-communications-firm-fgs-global-for-1-4b-report" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">KKR Eyes Stake In Communications Firm FGS Global For $1.4B</a>
<ul>
<li>KKR &amp; Co&nbsp;(NYSE:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/kkr#NYSE" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">KKR</a>) is reportedly in talks to acquire a significant stake in FGS Global, a&nbsp;WPP PLC&nbsp;(NYSE:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/wpp#NYSE" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">WPP</a>) backed financial communications firm, for ~$1.4 billion.</li>
<li>KKR is expected to acquire over 30% of FGS from a combination of senior employees at FGS and advertising company WPP.</li>
<li>WPP, which currently owns approximately 57.4% of FGS Global, is expected to retain a majority stake in the company, allowing it to consolidate the group&#39;s accounts.</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/news/23/04/31696385/googles-war-on-loan-apps-enhancing-privacy-and-security-for-all-users" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Google&#39;s War on Loan Apps: Enhancing Privacy and Security for All Users</a>
<ul>
<li>On Wednesday,&nbsp;Alphabet Inc&nbsp;(NASDAQ:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/goog#NASDAQ" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">GOOG</a>) (NASDAQ:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/googl#NASDAQ" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">GOOGL</a>)&nbsp;Google&nbsp;shared plans to update policies for financial services apps listed on the Google Play store at the end of May to prevent the &quot;so-called&quot; loan apps from accessing user contacts or photos.</li>
<li>Google will bar lending apps from requesting access to users&#39; precise locations, phone numbers, and videos.</li>
<li>The new policy covers apps offering personal, payday, and peer-to-peer loans but not mortgages, car loans, or credit cards.</li>
</ul>
&nbsp;
Wall Street Journal
<a class="editor-rtfLink" href="https://www.benzinga.com/markets/cryptocurrency/23/04/31695013/linking-signature-bank-collapse-to-crypto-exposure-ludicrous-says-ny-finance-regulator" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Linking Signature Bank Collapse To Crypto Exposure&#39; Ludicrous,&#39; Says NY Finance Regulator</a>
<ul>
<li>Adrienne Harris, superintendent of the New York Department of Financial Services, said that the closure of&nbsp;Signature Bank&nbsp;in March was not due to its exposure to cryptocurrency.&nbsp;</li>
<li>Harris made the statement at the&nbsp;Chainalysis Links&nbsp;conference in New York City.&nbsp;</li>
<li>According to a report by The Wall Street Journal, she described the bank&#39;s failure as a &quot;new-fashioned bank run&quot; and dismissed the notion that it had any relation to its crypto exposure as being &quot;ludicrous.&quot;</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/news/23/04/31693354/chipotle-sweetgreen-spar-over-new-burrito-bowl-report" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Chipotle, Sweetgreen Spar Over New Burrito Bowl</a>
<ul>
<li>Chipotle Mexican Grill Inc&nbsp;(NYSE:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/cmg#NYSE" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">CMG</a>) is taking&nbsp;Sweetgreen Inc&nbsp;(NYSE:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/sg#NYSE" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">SG</a>) to court, accusing the salad chain&#39;s item, Chipotle Chicken Burrito Bowl, infringes the former&#39;s trademark.</li>
<li>In its lawsuit filed in the U.S. district court, Chipotle claimed that Sweetgreen had used the Chipotle name in capital letters, a copy of its trademarked logo.</li>
<li>The burrito chain further said it had spoken to Sweetgreen to use lowercase and had even offered other alternatives.</li>
</ul>
&nbsp;
Reuters
<a class="editor-rtfLink" href="https://www.benzinga.com/news/large-cap/23/04/31693905/boeing-restarts-delivering-767-freighters-after-hiatus-of-three-months" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Boeing Restarts Delivering 767 Freighters After Hiatus Of Three Months</a>
<ul>
<li>Boeing Co&nbsp;(NYSE:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/ba#NYSE" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">BA</a>) has reportedly restarted deliveries of its widebody 767 after a three-month pause caused by supplier quality issues.</li>
<li>Boeing had postponed its 767 freighter and KC-46 tanker deliveries earlier this year after it discovered center fuel tanks made by a supplier was not correctly sealed.</li>
<li>Boeing declined to comment on when 767 deliveries restarted, but flight data shows it handed over a 767F freighter to&nbsp;FedEx Corp&nbsp;(NYSE:&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/stock/fdx#NYSE" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">FDX</a>) on March 24.</li>
</ul>
<a class="editor-rtfLink" href="https://www.benzinga.com/news/23/04/31691897/amazon-sharpens-knives-on-executive-compensation-heres-how" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Amazon Sharpens Knives On Executive Compensation: Here&#39;s How</a>
<ul>
<li>Amazon.Com&nbsp;plans to reduce employee stock awards as part of its compensation plan as economic uncertainties weigh on its business.</li>
<li>Amazon decided to reduce RSU (restricted stock units) awards in the final outlook year by a small amount (other years are not impacted).</li>
<li>A separate report suggested Amazon.Com would reevaluate 2025 compensation in the first quarter of next year to &quot;plan for stock variation.&quot;</li>
</ul>
Photo via Wikimedia Commons

Biotech

Large Cap

Health Care

Small Cap

Legal

Econ #s

Economics

Markets

Tech

Media

AMZN

FINMF

GOOG

GOOGL

IRBT

SIEGY

SMAWF

Weekly Jobless Claims Higher Than Expected, US Big Techs Face Difficulty Downsizing In Europe, Biden Admin Finalizes Rule To Crack Down Deceptive Medicare Advantage Advertising: Today's Top Stories

<ul>
<li>Leonardo S.P.A.&nbsp;(OTC: <a class="ticker" href="https://www.benzinga.com/stock/finmy#OTC">FINMY</a>) (OTC: <a class="ticker" href="https://www.benzinga.com/stock/finmf#OTC">FINMF</a>) collaborated with&nbsp;Siemens AG&nbsp;(OTC: <a class="ticker" href="https://www.benzinga.com/stock/siegy#OTC">SIEGY</a>) (OTC: <a class="ticker" href="https://www.benzinga.com/stock/smawf#OTC">SMAWF</a>)&nbsp;Siemens Digital Industries&nbsp;to offer advanced<a class="editor-rtfLink" href="https://www.benzinga.com/news/23/03/31512889/lumen-faces-2-ransomware-attacks-working-with-experts-to-evaluate-and-minimize-impact" style="background-image:initial; background-position:initial; background-size:initial; background-repeat:initial; background-attachment:initial; background-origin:initial; background-clip:initial; margin-top:0pt; margin-bottom:0pt; color:#4a6ee0" target="_blank">&nbsp;cybersecurity solutions</a>&nbsp;for IT and OT technologies (Information Technology and Operational Technology) for digital, secure, connected, and integrated industrial infrastructures.&nbsp;</li>
<li>The partnership will concern resilience against accidents and cyber attacks to automation and connectivity systems that monitor and supervise critical infrastructure assets, equipment, and&nbsp;<a class="editor-rtfLink" href="https://www.leonardo.com/en/press-release-detail/-/detail/06-04-2023-leonardo-and-siemens-collaborate-on-a-new-integrated-offer-platform-for-digital-security-dedicated-to-industrial-infrastructures" style="background-image:initial; background-position:initial; background-size:initial; background-repeat:initial; background-attachment:initial; background-origin:initial; background-clip:initial; margin-top:0pt; margin-bottom:0pt; color:#4a6ee0" target="_blank">processes</a>.</li>
<li>The collaboration between Leonardo and Siemens will allow for complete protection from threat intelligence, the detection of cyber threats to OT infrastructures, to their defense, both with attack monitoring and management services based on the experience of Leonardo&#39;s Global Security Operation Center, with the integration of Siemens technological systems of products for the prevention and response to incidents concerning individual connected devices (endpoint protection).</li>
<li>&quot;Thanks to this agreement, Leonardo and Siemens can create new synergies based on complementary technologies and skills, with the aim of jointly developing solutions capable of responding more effectively to the growing cybernetic challenges in the industrial and energy sector,&quot; said Alessandro Profumo, Leonardo&#39;s CEO.&nbsp;</li>
<li>Leonardo is among the top world players in Aerospace, Defence, and Security and Italy&#39;s main industrial company with a significant industrial presence in Italy, the U.K., Poland, and the U.S.</li>
<li>Siemens Digital Industries (DI) is an innovation leader in automation and digitalization.</li>
<li>Price Action:&nbsp;FINMY shares closed lower by 0.25% at $5.98 on Wednesday.</li>
</ul>

Leonardo, Siemens Join Forces To Protect Industrial Infrastructures From Cyber Threat

<ul>
<li>RADA Electronic Industries Ltd.(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/rada#NASDAQ">RADA</a>), an Israel-based provider of small-form tactical radars, and&nbsp;Leonardo DRS Inc&nbsp;have&nbsp;<a class="editor-rtfLink" href="https://www.benzinga.com/pressreleases/22/06/b27788435/leonardo-drs-and-rada-agree-to-all-stock-merger-combining-top-defense-technology-companies-into-le" style="background-image:initial; background-position:initial; background-size:initial; background-repeat:initial; background-attachment:initial; background-origin:initial; background-clip:initial; margin-top:0pt; margin-bottom:0pt; color:#4a6ee0" target="_blank">agreed to merge</a>&nbsp;and become a combined public company.</li>
<li>U.S.-based mid-tier defense technology provider Leonardo DRS is a wholly-owned subsidiary of Leonardo S.p.A. (OTC: <a class="ticker" href="https://www.benzinga.com/stock/finmy#OTC">FINMY</a>).</li>
<li>Leonardo DRS will acquire 100% of the share capital in RADA in exchange for ~19.5% equity ownership in the combined company to RADA shareholders.</li>
<li>The combined company will maintain the name Leonardo DRS and is anticipated to trade on NASDAQ and TASE under the symbol &quot;DRS.&quot;</li>
<li>RADA will become a wholly-owned subsidiary of Leonardo DRS.</li>
<li>RADA expects the transaction to be accretive to earnings per share in year one.</li>
<li>The 19.5% ownership in the combined company provided to RADA shareholders was designed to provide a premium of over 20% (based on RADA 30-day VWAP as of June 17, 2022, of $11.76).</li>
<li>The combined company had revenue of $2.7 billion and $305 million of Adjusted EBITDA in FY21.</li>
<li>The combined company targets a low teen Adjusted EBITDA CAGR through FY23 from an FY21 base of $305 million.</li>
<li>Price Action:&nbsp;RADA shares are trading lower by 3.35% at $11.25 and FINMY higher by 10.93% at $5.38 on the last check Tuesday.</li>
</ul>

RADA

RADA Agrees To All-Stock Merger With Leonardo DRS

Intraday Update

Movers

AACAF

AACAY

AAGIY

AAIGF

AAMMF

AAUKF

AAVMY

AAVVF

ABBRF

ABCP

ABILF

ABMC

ABNAF

ABSSF

ACDVF

ACGBY

ARCH BIOPARTNERS INC ORD by Arch Biopartners Inc.

ACHFF

ACKRF

ACNDF

ACNNF

ACOPF

ACRL

ACSAY

ACUIF

ADAD

ADDDF

ADDYY

ADMT

ADYEY

AEGOF

AERG

AETUF

AEXAY

AFLYY

AGCBF

AGESY

AGFAF

AGGFF

AHCHY

AHEXY

ALTERNATE HEALTH CORP ORD by Alternate Health Corp.

AHGIF

AHKSF

AHKSY

AHWSF

AIBGY

AIBRF

AIQUY

AIRRF

AISSF

AJMPF

AJXGF

AKAOQ

AKBTY

AKZOY

ALBY

ALEAFIA HEALTH INC ORD by Aleafia Health Inc.

ALEAF

ALFVY

ALIAF

ALIF

Allianz Ag Muenchen Namen-Akt Vinkuliert Shares

ALIZF

ALLVF

ALMTF

ALPMY

ALSMY

ALVOF

ALYI

AMADY

AMAZ

AMBBY

AMIGY

AMKAF

AMKBF

AMKBY

AMLZF

AMMX

AMRQQ

AMXEF

ANEWF

ANGPY

ANPDF

ANPDY

ANSLY

ANTH

ANACONDA MINING INC by Anaconda Mining Inc.

ANXGF

Australia and New Zealand Banking Group Limited

ANZBY

ANZLY

AOIFF

AOMFF

ASCOT RESOURCES LTD by Ascot Resources Ltd.

AOTVF

APELY

APHD

APMCF

AQARF

ARAFF

ARESF

ARGKF

ARKAY

ARNGF

ARREF

ARRRF

Stocks That Hit 52-Week Highs On Tuesday

The Department of Defense announced seven separate <a href="http://www.defense.gov/Contracts/Contract.aspx?ContractID=5454">defense contracts</a> Thursday, worth either $293.1 million in total, or much, much more -- depending on how one looks at it.

	Boeing Co (NYSE: <a class="ticker" href="/stock/ba#NYSE">BA</a>) took home two of the contracts on offer, including:
<ul>
<li>
		A $51.2 million cost, plus an award-fee contract to support intercontinental ballistic missile (ICBM) guidance subsystems for the U.S. Air Force through Feb. 1, 2023.</li>
<li>
		A&nbsp;$12 million sole-source, firm-fixed-price contract to supply the U.S. Navy with aircraft horizontal stabilizer units through January 2018.</li>
</ul>

	Great Lakes Dredge &amp; Dock Corporation (NASDAQ: <a class="ticker" href="/stock/gldd#NASDAQ">GLDD</a>) won a single, $23.4 million firm-fixed-price contract to perform stabilization services for the U.S. Army Corps of Engineers. This contract will run through April 15, 2015.

	The really big contract of the day, however, concerned the Navy&#39;s Consolidated Afloat Networks and Enterprise Services (CANES), a massive, $2.5 billion endeavor to modernize communications networks across the U.S. Navy by August 2022.

	<bzrelatedlink>Related Link: <a href="http://www.benzinga.com/trading-ideas/long-ideas/15/01/5126572/the-pentagon-just-awarded-116-5-million-worth-of-defense-cont">The Pentagon Just Awarded These Defense Contracts</a></bzrelatedlink>

	Five firms, including including publicly traded General Dynamics Corporation (NYSE: <a class="ticker" href="/stock/gd#NYSE">GD</a>), Northrop Grumman Corporation (NYSE: <a class="ticker" href="/stock/noc#NYSE">NOC</a>) and BAE Systems PLC (ADR) (OTC: <a class="ticker" href="/stock/baesy#OTC">BAESY</a>), are already approved to bid on work under the project.

	On Thursday, the Navy added to more: CGI Federal, which according to S&amp;P Capital IQ is a subsidiary of Canada&#39;s CGI Group Inc. (NYSE: <a class="ticker" href="/stock/gib#NYSE">GIB</a>), and also DRS Laurel Technologies, a subsidiary of Italy&#39;s Finmeccanica (OTH: FINMY).

	No new funds were added to the CANES contract value in conjunction with this announcement.

	Image credit: <a href="http://commons.wikimedia.org/wiki/File:US_Navy_090802-N-6720T-045_Sailors_man_the_rails_aboard_the_aircraft_carrier_USS_George_Washington_(CVN_73)_while_underway_off_the_coast_of_Singapore.jpg">Public Domain</a>

GLDD

The Pentagon Just Awarded Another $293.1 Million In Defense Contracts

View <a href="http://www.benzinga.com/news/13/02/3324934/finmeccanica-ceo-arrested-in-italy-shares-tumble">article</a>.

Management

Global

Finmeccanica CEO Giuseppe Orsi Arrested on India Bribery Allegations

Wal-Mart Stores Inc (NYSE: <a class="ticker" href="/stock/wmt#NYSE">WMT</a>) reported a 2.9% drop in its fiscal third-quarter net income. Wal-Mart's quarterly earnings dropped to $3.34 billion, or $0.96 per share, from $3.44 billion, or $0.95 per share, in the year-ago quarter. Its earnings from continuing operations came in at $0.97 per share. Wal-Mart's shares outstanding declined 4.8% to 3.46 billion. Wal-Mart's sales climbed to $109.52 billion from $101.24 billion. Its revenue, reflecting membership fees, surged to $110.23 billion from $101.95 billion. However, analysts were expecting earnings of $0.98 per share on sales of $107.86 billion. For the fiscal year, Wal-Mart projects earnings of $4.45 to $4.51 per share from continuing operations; versus analysts' estimates of $4.50 per share.

Home Depot Inc (NYSE: <a class="ticker" href="/stock/hd#NYSE">HD</a>) reported a 12% rise in its FQ3 net income and raised its FY12 its earnings forecast. Home Depot's quarterly earnings climbed to $934 million, or $0.60 per share, from $834 million, or $0.51 per share, in the year-ago period. Its shares outstanding dropped 6% to 1.55 billion. Home Depot's sales surged to $17.33 billion from $16.6 billion. However, analysts were expecting earnings of $0.59 per share on revenue of $17.11 billion. Home Depot declared a dividend of $0.29 per share, up from its $0.25 per share. Home Depot lifted its FY12 earnings forecast to $2.38 per share, versus analysts' estimates of $2.36 per share.

Staples Inc (NASDAQ: <a class="ticker" href="/stock/spls#NASDAQ">SPLS</a>) reported a 13% rise in its fiscal third-quarter net income. Staples' quarterly earnings climbed to $326.4 million, or $0.47 per share, from $288.7 million, or $0.40 per share, in the year-ago quarter. Its shares outstanding dropped 3.3% to 698 million. Staples' sales jumped to $6.57 billion from $6.54 billion. However, analysts were expecting earnings of $0.47 per share on sales of $6.71 billion. For the fiscal year, Staples projects earnings of $1.38 to $1.42 per share, or an adjusted $1.35 to $1.39 per share. Analysts were expcting earnings of $1.39 per share.

Covidien PLC (NYSE: <a class="ticker" href="/stock/cov#NYSE">COV</a>) reported a 1.8% rise in its fiscal fourth-quarter earnings. Covidien's quarterly earnings surged to $451 million, or $0.92 per share, from $443 million, or $0.89 per share, in the year-ago period. Excluding certain items, Covidien's earnings from continuing operations came in at $1.08 per share. Its revenue surged 15% to $3.08 billion. However, analysts were expecting earnings of $1.05 per share on revenue of $3.03 billion. 

VanceInfo Technologies Inc (NYSE: <a class="ticker" href="/stock/vit#NYSE">VIT</a>) reported a 59% drop in its Q3 profit. VanceInfo Technologies expects Q4 earnings of $0.19 to $0.21 per share on revenue of at least $84 million. However, analysts expected income of $0.25 per share on revenue of $78 million. VanceInfo Technologies' quarterly profit declined to $3.2 million, or $0.07 per share, from $7.7 million, or $0.18 per share, in the year-ago period. Excluding certain items, VanceInfo Technologies earned $0.14 per share. VanceInfo Technologies' revenue climbed 26% to $70.3 million. VanceInfo Technologies in August projected earnings of $0.19 to $0.21 per share on revenue of $69 million to $72 million. 

K12 Inc (NYSE: <a class="ticker" href="/stock/lrn#NYSE">LRN</a>) reported a rise in its first-quarter profit and projects strong FY12 revenue. K12 expects FY12 revenue of over $680 million, versus analysts' estimates of $671.3 million. K12's quarterly net income surged to $4.6 million, or $0.12 per share, from $2.2 million, or $0.07 per share, in the year-ago period. Its revenue jumped 43% to $193.3 million. K12's total average enrollment climbed 42% to 141,525 students.

Cellcom Israel Ltd (NYSE: <a class="ticker" href="/stock/cel#NYSE">CEL</a>) reported a 40% decline in its Q3 net profit. Cellcom's quarterly net income dropped to 199 million shekels ($54 million), from 332 million, in the year-ago period. Cellcom's revenue dropped 3.7% to 1.67 billion shekels. Its service revenue fell 20.9%, while handset revenue surged 114.5%. Cellcom declared a quarterly dividend of 1.9 shekels per share.

Burberry PLC (OTC: <a class="ticker" href="/stock/burby#OTC">BURBY</a>) reported a 41% surge in its first-half net profit. Burberry's profit before tax and exceptional items rose 26% to GBP162 million, versus analysts' estimates of GBP160.3 million. Burberry's net profit climbed to GBP117.2 million from GBP83.1 million. Burberry also lifted its interim dividend 40% to 7 pence per share.

Cable &amp; Wireless Worldwide PLC (OTC: <a class="ticker" href="/stock/cbwwf#OTC">CBWWF</a>) swung to a first-half loss. C&amp;W Worldwide posted a loss of 590 million pounds, versus a year-ago profit of £87 million. Excluding special items, C&amp;W Worldwide's adjusted earnings came in at £34 million. Its revenue dropped 4.5% to £1.07 billion from £1.12 billion. C&amp;W Worldwide's earnings before interest, taxes, depreciation and amortization declined 6.4% to £190 million from £203 million.

easyJet PLC (OTC: <a class="ticker" href="/stock/esyjy#OTC">ESYJY</a>) reported rise in its fiscal year profit. easyJet's pretax profit surged 61% to GBP248 million, from GBP154 million, in the year-ago period. Its revenue climbed 16.1% to GBP3.45 billion. easyJet announced its plans to pay a dividend of 10.5 pence per share and a special dividend of 34.9 pence per share.

Finmeccanica SpA (OTC: <a class="ticker" href="/stock/finmy#OTC">FINMY</a>) reported a loss for the nine-month period. Finmeccanica posted a net loss of EUR324 million for the period.

UBI Banca (OTC: <a class="ticker" href="/stock/bppuy#OTC">BPPUY</a>) swung to a net loss in the third quarter. UBI Banca posted a quarterly net loss of EUR69.04 million, versus a year-ago net profit of EUR95.7 million. UBI Banca's quarterly net interest income dropped to EUR534.2 million from EUR543.2 million.

Sumitomo Mitsui Financial Group Inc (OTC: <a class="ticker" href="/stock/smfnf#OTC">SMFNF</a>) reported a 25% decline in its group net profit for the fiscal first half ended September. Sumitomo Mitsui's net profit for the period dropped to Y313.76 billion, from Y417.49 billion, in the year-ago period. Group operating revenue climbed 3.2% to Y2.045 trillion versus Y1.981 trillion. 

TowerJazz reported upbeat third-quarter net profit. TowerJazz's quarterly net profit surged to $1.8 million, from $1.2 million, in the year-ago period. Excluding one-off items, TowerJazz's net profit came in at $46 million. Its revenue surged 31% to $176.1 million. Analysts were expecting net income of $41.2 million on revenue of $178.8 million.

Canacol Energy Ltd (OTC: <a class="ticker" href="/stock/caaef#OTC">CAAEF</a>) swung to a first-quarter profit. Canacol Energy posted a quarterly profit at $13.4 million, or $0.03 per share, versus a year-ago loss of $30 million, or $0.07 per share. Its revenue jumped to $35.3 million. Canacol's funds from operations surged around 129% to $17.8 million, or $0.03 per share. Its average daily sales volumes jumped about 170% to 9,910 barrels of oil per day (boepd).

Sears Canada Inc (OTC: <a class="ticker" href="/stock/searf#OTC">SEARF</a>) swung a third-quarter loss. Sears Canada posted a quarterly net loss of C$46.6 million ($45.8 million), or 44 Canadian cents per share, versus a year-ago profit of C$20.8 million, or 19 Canadian cents per share. Its revenue fell 7% to C$1.11 billion. 

Avion Gold Corp (OTC: <a class="ticker" href="/stock/avgcf#OTC">AVGCF</a>) reported a decline in its third-quarter profit. For 2011, Avion Gold now projects to produce 92,000 to 95,000 ounces of gold, versus its earlier forecast of 95,000 to 100,000 ounces. Avion Gold's quarterly net income dropped to $7.2 million, or $0.02 per share, from $14.4 million, or $0.04 per share, in the year-ago period. Its revenue climbed 16% to $36.9 million.

Earnings

Pre-Market Outlook

AVGCF

BPPUY

BURBY

CAAEF

CBWWF

ESYJY

SEARF

SMFNF

SPLS

Earnings Roundup

Finmeccanica SpA (OTC: <a class="ticker" href="/stock/finmy#OTC">FINMY</a>) reported a loss for the nine-month period. 

Finmeccanica posted a net loss of EUR324 million for the period.

Finmeccanica shares closed at $2.96 yesterday.

Finmeccanica Posts Loss

Finmeccanica SpA (OTC: FINMY) announced its plans to cut up to 1,200 jobs at its Alenia aeronautics businesses.

Finmeccanica shares gained 8.71% to close at $3.87 on Friday.

Finmeccanica Plans To Cut 1,200 Jobs

Press Releases

Bristow and Leonardo Finalize Long-Term Support and Training Agreements for AW139 and AW189 Helicopters

VTOL

Leonardo

우크라이나 대통령 볼로디미르 젤렌스키와 미국 대통령 도널드 트럼프 사이의 2월 28일 <a href="https://www.benzinga.com/news/25/03/44064861/trump-cancels-news-conference-with-zelenskyy-after-tense-meet-in-oval-office-report" target="_blank" rel="noopener">백악관 회담</a> 이후, 글로벌 지정학적 긴장이 새로운 고조에 이르렀다.
미국의 우크라이나에 대한 군사적 지원 축소로 향하는 추세는 그 회담이 있기 훨씬 전부터 많은 투자자들에게 분명하게 나타났다. 2025년 초 유럽 주식, 특히 방위 산업 관련 주식이 급등했기 때문이다.
예를 들어, 올해 들어 독일의 DAX 지수는 사상 최고치를 경신했다. 유럽이 미국의 군사 지원 축소를 고려해 정책 계획을 재조정하기 시작한 것이 이유였다. 독일은 지금까지 주도적인 역할을 해 왔으며, 국방 강화와 침체된 경제 활성화에 초점을 맞춘 5,000억 유로(약 5,350억 달러) 규모의 경기 부양 패키지를 발표했다.
<h3 class="wp-block-heading">유럽 방산주 5개, 상승세 지속 준비 완료</h3>
투자자들을 흥미롭게 하는 독일 경기부양책의 한 가지 측면은 정부 지출을 제한하기 위해 고안된 &#8216;부채 브레이크&#8217;를 우회하는 국방비 지출 증가다. 부채 브레이크는 국가 GDP의 일정 비율로 지출을 제한한다. 새로운 합의에 따르면 독일 GDP의 1%를 초과하는 모든 국방비 지출은 이 한도에 포함되지 않으며, 이는 2024년 말 이후 주가가 급등한 유럽 방위 산업체들에게 희소식이다.
단, 해외 주식으로서 장외 시장에서 ADR을 통해 거래된다는 점을 명심해야 다. 투자하기 전에 장외 시장을 통해 국제 기업을 매수하는 위험을 반드시 이해해야 한다.
<h3 class="wp-block-heading">라인메탈</h3>
라인메틸 AG(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNMBY#OTC">RNMBY</a>)은 지금까지 유럽 방위 산업의 상징이었다. 회사의 주가는 올해 들어 90% 상승하는 등 지난 12개월 동안 두 배 이상 상승했다. 라인메탈은 독일에서 군사 차량, 무기, 탄약, 방위용 전자제품을 공급하는 선도적인 기업 중 하나다. 뒤셀도르프에 본사를 두고 있고, 1889년에 설립되었으며, 24,000명 이상의 직원을 고용하고 있다.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcz_vG_KlxR1YFjEzC7CM5uirLdtpbjuTsj1DEa5dom-LiAvPzKDxxGg-QOEWA3cq3hC67yj-R92podeAkV2ykefZNcLkN1UI3IBZVO_wht8e15qkjdiyZYiIcR856Uojng01QU4g?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
라인메탈의 주식은 독일의 DAX 거래소에서 거래되지만, 미국 투자자들은 장외 시장에서 RNMBY 티커로 거래되는 것을 볼 수 있다. 최근의 랠리 기간 동안 회사의 가치는 크게 상승하여, 주가수익비율(P/E)이 100배에 육박하고, 주가순매출비율은 5.87배에 달했다. 회사의 선행 P/E인 37.6배는 사브(Saab)나 롤스로이스(Rolls-Royce)와 같은 경쟁사와 비슷한 수준이다. 최근 보고에 따르면, 9억 5,500만 달러 잉여현금흐름과 전년 대비 40%의 매출 성장을 기록했다. 금요일 거래일 동안 변동이 심한 가운데 투자자들이 이익 실현에 나서면서 주가는 6.5% 하락으로 마감했다. 일부는 기술적 추세가 유지되고 있는 만큼 새로운 진입의 기회로 보고 있다.
<h3 class="wp-block-heading">BAE 시스템즈</h3>
BAE 시스템즈(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BAESY#OTC">BAESY</a>)는 코로나19 이후 첫 &#8216;잃어버린 해&#8217;를 2024년이 끝나갈 무렵에 막 끝냈지만, 최근의 랠리로 영국 방위 산업체 BAE 시스템즈는 사상 최고치를 다시 기록했다. BAE 시스템즈의 주가는 2024년 마지막 거래일에 57달러에 마감했는데, 이는 2024년 첫 거래일에 개장한 가격보다 1달러 높은 수준이다. 그러나 2025년은 새로운 출발이었고, 회사는 전년 대비 거의 45% 상승했다.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdNq-SXMbawg2AA0la6ht2uny1OZywnTvqRudwtgUdvTE2bqX8QO8tr1Ho-mF9F7hFXtAkqYsl68mDauucE_PDYWV6eX1pQ5lTv2MbXQIBZXwiFMTA-fxTD0eCYwu47s1hEdBXnAQ?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
급격한 상승에도 불구하고 BAE 시스템즈는 라인메탈과 사브 같은 경쟁사들에 비해 저평가된 주식으로 남아 있다. 이 주식은 미래 수익의 22배, 매출의 1.87배에 거래되고 있으며, 35억 달러에 해당하는 막대한 현금이 쌓여 있다. 2023년의 부진에 이어 2024년에는 이익 성장률이 가속화될 것으로 예상된다. 회사의 7.4%의 이익률은 해당 부문에서 가장 높은 수치 중 하나다. 또한 2%의 배당 수익률을 지급하는데, 이는 현재 추천 종목 중 가장 높은 수치다.
BAE 시스템즈 주식은 2025년 정치적 호재로 인해 상승세를 탈 수도 있다. 독일과 마찬가지로 영국도 경제, 특히 방위 부문을 활성화하기 위해 더 많은 재정 정책을 준비 중이다.
<h3 class="wp-block-heading">레오나르도 S.P.A.</h3>
레오나르도 SPA(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FINMY#OTC">FINMY</a>)는 이탈리아 증권거래소에 상장되었으며, 다른 유럽 방위산업체들과 마찬가지로 2025년을 강력하게 시작했다. 올해 들어 지금까지 주가가 72% 이상 상승했으며, EU의 재정 계획이 주목을 받으면서 상승 여지가 더 있을 것으로 보인다.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeVnLhxuMB974uvA6X4FLkAq4Z3Xq4j7WWoeKicj2H3PT3zxbJ1n0hSiuP-aFMS7j6YWc_krkegiFes7ztcafUozkkyE5vPhBzTefPbOkQoLyACPMSlpFIyrNpyjAn7b0KCdbVYLg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
레오나르도는 헬리콥터, 항공, 전자, 방위 시스템 등 7개의 사업 부문을 운영하고 있다. 회사는 약 60,000명의 직원과 270억 달러의 시가총액을 자랑하는 이탈리아 최대 기업 중 하나다. 2024년 주가는 전년 대비 50% 이상 상승했고, 2025년에는 주가가 이미 13달러에서 23달러로 상승했다.
BAE 시스템즈와 마찬가지로 레오나르도도 비슷한 수준의 다른 기업들에 비해 저평가되어 있다. 23배의 미래 수익과 1.4배의 매출로 거래되고 있는 이 회사는 전년 대비 21%의 매출 성장을 기록했다. 금요일 주가는 하락했는데, 이는 상대적 강도 지수(RSI)가 과매수 영역으로 이동하면서 투자자들이 이익을 실현하고 있다는 것을 의미할 수 있다. 약간의 조정은 새로운 투자자들에게 기회를 제공할 수도 있다.
<h3 class="wp-block-heading">탈레스 S.A.</h3>
탈레스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/THLEF#OTC">THLEF</a>)는 프랑스의 항공우주 기업으로, 전투 시스템, 감시, 훈련 시뮬레이션, 항공 전자 장비 등을 포함한 방위 장비를 전문으로 한다. 연간 매출이 220억 달러 이상이고 직원 수가 83,000명 이상인 탈레스는 유럽에서 가장 큰 방위 산업체 중 하나다. 또한, 프랑스 CAC 지수에서 가장 실적이 좋은 주식 중 하나이며, 올해 들어 거의 83%의 수익을 올렸다.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXezuK4B9ff5pjf8XJDIkfIdzZsIOpy0sk5sinnM-gHVA4HBfwv3cT5UPmc0XuCHg2vfpn9TFelhQIv2STCxRUxNH_uOSk9Uzr6F7BqDiHEJqdhHi29TMDsQqQzP5w9-fAzxFVRUIg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
현재 주가는 50을 넘는 P/E 비율로 비싸 보이지만, 미래 수익의 23배에 불과한 수준이며, 20억 달러 이상의 잉여현금흐름이 있다. 가장 최근의 보고서에서 회사는 전년 대비 분기 수익 성장률이 7.4%라고 밝혔고, 1.46%의 배당수익률을 지급하고 있다. 이는 방위산업 주식 추천 목록 중 BAE 시스템즈의 2% 수익률 다음으로 높다.
<h3 class="wp-block-heading">롤스로이스 홀딩스</h3>
투자자들이 롤스로이스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RYCEY#OTC">RYCEY</a>)를 떠올리면, 그들은 보통 자신이 좋아하는 운동선수가 운전하는 자동차를 떠올리지만, 이 회사는 고성능 스포츠카 이상의 것을 생산한다. 민간 항공 우주, 방위, 전력 시스템, 신시장 등 다양한 분야에서 사업을 운영하고 있다. 롤스로이스는 시가총액 기준으로 오늘 목록에서 가장 큰 주식으로, 870억 달러에 달한다. 연간 매출은 240억 달러를 넘는다.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLlyU-1_uQUcX4tMiQoR16J13Q7MWEyfv43FSZCoOPnHcZZovjaMJhOYU5hE9BD3k9edK9s2LnvZr0lMzSdd5vpV2ySGgpN-KYKqtkL2idrO4jzja32wfc-yhOv_V_0dauMV75?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
롤스로이스의 주가는 올해 51% 상승했는데, 이는 다른 급등하는 유럽 방위 산업체들에 비해 뒤처지는 수준이지만, 그 격차는 곧 좁혀질 수 있다. 회사의 13.3%의 이익률은 방위 산업 분야의 대부분의 경쟁업체를 압도한다. 주가는 수익의 28배에 거래되고 있다. 또한, 37억 4천만 달러의 인상적인 잉여현금흐름이 준비되어 있어, 정부가 재정 정책을 확대하고 있는 상황에서 자신에게 좋은 상황이 아닐 수 없다.
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Comments

Leonardo

뉴스

에 대한 최신 뉴스 Leonardo (OTC:FINMY) 주식

화요일, 3월 11, 2025

뉴스

파트너 / 기고자

벤징가 글로벌