Leonardo S.p.A. trades lower as growth outlook shifts By Investing.com

Written by Emily J. Thompson, Senior Investment Analyst

Source: Investing.com

Updated: Mar 12 2025

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Source: Investing.com

Stock Performance and Analyst Reactions: Leonardo S.p.A.’s stock fell over 2% after a mixed Industrial Plan update, which included a significant dividend increase for 2024 but disappointed investors with no share buyback announcement and delays in restructuring efforts. Analysts from J.P. Morgan and UBS view the higher dividend as a positive long-term commitment despite concerns about profitability and restructuring.
Financial Projections and Strategic Moves: The company raised its sales projections for 2025-2028 by 3-5% annually, driven by new ventures, although this was seen as more of an adjustment rather than true growth. Leonardo is also focusing on acquisitions in cybersecurity and space technology while seeking a strategic partner for its struggling Aerostructures division, with expectations for a deal by late 2025.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.