RBC initiates U.K. defense, security technology companies By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2025
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Source: Investing.com
RBC Capital Markets Coverage: RBC has initiated coverage on U.K. defense companies Cohort, Chemring, and Qinetiq, rating Cohort and Chemring as Outperform due to strong order books and growth potential linked to NATO's rearmament cycle.
Qinetiq's Challenges: Qinetiq was rated Sector Perform after a profit warning related to order delays, with analysts noting the need for rebuilding investor trust despite maintaining strong government ties and long-term contracts.
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.
