Rheinmetall Drone Shield Warning as Defense Stock Plunges
Can Rheinmetall’s new Drone Shield pivot offset a sharp share price slide as investors rotate out of classic war trades? Maik Kemper Editor in Chief The threat from…
Rheinmetall AG provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally. The company operates through the Vehicle Systems, Weapon and Ammunition, and Electronic Solutions segments. Its Vehicle Systems segment offers combat, logistics, support, and special vehicles, including armored tracked vehicles, CBRN protection systems, artillery, turret systems, and wheeled logistics and tactical vehicles. The Weapon and Ammunition segment provides firepower and protection solutions, such as weapons and ammunition, protection systems, propellants, and international projects and services. Its Electronic…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $1.94B | +7.7% | $111.0M | $2.42 | +26.7% | 61.7% | 9.1% |
| Q4 2025 Dec 2025 | $2.42B | — | $328.0M | — | — | 51.9% | 40.0% |
| Q3 2025 Sep 2025 | $2.78B | — | $152.0M | $3.31 | +8.5% | 50.8% | 11.7% |
| Q2 2025 Jun 2025 | $2.43B | — | $131.0M | $2.83 | — | 53.4% | 9.4% |
| Q1 2025 Mar 2025 | $1.80B | — | $84.0M | $1.91 | — | 56.3% | 9.8% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Rheinmetall’s new Drone Shield pivot offset a sharp share price slide as investors rotate out of classic war trades? Maik Kemper Editor in Chief The threat from…