Società Melrose Industries PLC

MRO

GB00BNGDN821

Aereospaziale/Difesa

Consensus Analisti

Attività

Vendite per attività

Vendite per regione

Dirigenti

Amministratori

Classe di azioni

Azionisti

Coordinate società

Società del gruppo

Settore

Vendite per attività

Vendite per regione

Rating per Melrose Industries PLC

Revisioni EPS

Utili trimestrali - Indice di sorpresa

Settore Aerospaziale e Difesa - Altri

Mercato chiuso - London S.E. Altri mercati azionari 17:35:19 28/05/2024			Variaz. 5gg	Var. 1 gen.
620,4 ^GBX	-0,58%		+0,23%	+9,34%

21/05	Dowlais, proprietario del settore automobilistico di GKN, avverte di un calo dei ricavi nel 2024	RE
02/05	Melrose rimane sulla buona strada grazie alla forte crescita del primo trimestre del ramo Motori	AN

Melrose Industries PLC è un'azienda aerospaziale pura con sede nel Regno Unito. L'azienda fornisce componenti e sistemi aerospaziali avanzati a tutti i principali produttori di apparecchiature originali (OEM), nei mercati civili e della difesa. L'azienda opera attraverso due divisioni: Motori e Strutture. Il segmento Motori è un fornitore globale di primo livello per il mercato dei motori aerospaziali, che comprende componenti strutturali ingegnerizzati; riparazione di parti; contratti commerciali e aftermarket. Il segmento Strutture è un fornitore globale multi-tecnologico di primo livello di strutture aeree civili e per la difesa, incluse strutture leggere composite e metalliche, sistemi di distribuzione elettrica e componenti. Le sue attività comprendono GKN Aerospace, un fornitore di primo livello di strutture di cellule e motori, carrelli di atterraggio, sistemi di interconnessione elettrica, trasparenze e servizi aftermarket.

Numero di dipendenti: 13 863

GBP in Milioni	2022	Peso	2023	Peso	Delta
Structures 64,4 %	-	-	2 157	64,4 %	-
Engines 35,6 %	-	-	1 193	35,6 %	-

GBP in Milioni	2022	Peso	2023	Peso	Delta
North America 63,8 %	3 906	51,8 %	2 138	63,8 %	-45,26%
United Kingdom 17,3 %	682	9,0 %	579	17,3 %	-15,10%
Rest of Europe 16,1 %	1 902	25,2 %	540	16,1 %	-71,61%
Other 2,8 %	1 047	13,9 %	93	2,8 %	-91,12%

Dirigenti	Titolo	Età	Da
Peter Dilnot CEO	Chief Executive Officer	55	30/04/19
Warren Fernandez LAW	General Counsel	-	01/01/23

Amministratori	Titolo	Età	Da
Laurence Dowley CHM	Chairman	69	01/09/11
Gillian Elcock BRD	Director/Board Member	51	21/06/23
David Lis BRD	Director/Board Member	74	12/05/16
Victoria Jarman BRD	Director/Board Member	52	01/06/21
Peter Dilnot CEO	Chief Executive Officer	55	30/04/19
Heather Lawrence BRD	Director/Board Member	55	01/06/21
Charlotte Twyning BRD	Director/Board Member	48	01/10/18

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1	1 321 459 057	1 290 651 397 ( 97,67 %)	18 761 840 ( 1,420 %)	97,67 %

Nome	Azioni	%	Valorizzazione
Capital Research & Management Co. (World Investors) 10,10 %	132 158 112	10,10 %	1 046 M p
Merrill Lynch International (Investment Management) 10,02 %	131 232 533	10,02 %	1 038 M p
Aviva Investors Global Services Ltd. 9,058 %	118 577 085	9,058 %	938 M p
Capital Research & Management Co. (Global Investors) 7,844 %	102 688 000	7,844 %	812 M p
Norges Bank Investment Management 5,984 %	78 336 933	5,984 %	620 M p
Select Equity Group LP 5,133 %	67 196 570	5,133 %	532 M p
The Vanguard Group, Inc. 3,523 %	46 123 881	3,523 %	365 M p
T. Rowe Price Associates, Inc. (Investment Management) 3,066 %	40 136 432	3,066 %	318 M p
BlackRock Investment Management (UK) Ltd. 3,031 %	39 674 520	3,031 %	314 M p
Permian Investment Partners LP 2,921 %	38 240 723	2,921 %	303 M p

Melrose Industries Plc

Stratton House 5 Stratton Street

W1J 8LA, London

+44 20 7647 4500

http://www.melroseplc.net

Nome	Categoria e settore
GKN	Auto Parts: OEM
Melrose Plc Melrose Plc Engineering & ConstructionIndustrial Services Melrose Plc operates as a holding company, which holds interests in firms engaging in engineering business. The company was founded on May 13, 2003 and is headquartered in Birmingham, the United Kingdom.	Engineering & Construction
GKN Holdings Ltd. (Birmingham) GKN Holdings Ltd. (Birmingham) Wholesale DistributorsDistribution Services GKN Holdings Ltd. operates as a finance, investment and holding company. It develops, builds and supplies automotive driveline products and systems for use in the premium vehicles. The firm operates in three main product areas such as aero structures, engine components and sub-systems. The company was founded in 1900 and is headquartered in Redditch, the United Kingdom.	Wholesale Distributors
GKN Driveline (India) Ltd. GKN Driveline (India) Ltd. Wholesale DistributorsDistribution Services Part of Melrose Industries Plc, GKN Driveline (India) Ltd. is an Indian company that manufactures axle assemblies and constant velocity joints. The company is based in Haryana, India. The company was founded in 1985. GKN Driveline (India was acquired by GKN Ltd., part of Melrose Industries Plc from May 21, 2018 on March 20, 2002 for $7.20 million.	Wholesale Distributors
GKN Industries Ltd. GKN Industries Ltd. Auto Parts: OEMProducer Manufacturing Part of Melrose Industries Plc, GKN Industries Ltd. is a holding British company with interests in manufacturing automotive components. The company is based in Birmingham, UK.	Auto Parts: OEM
GKN Enterprise Ltd. GKN Enterprise Ltd. Engineering & ConstructionIndustrial Services Founded in 1970, GKN Enterprise Ltd. is a subsidiary of Melrose Industries Plc. The company is based in Birmingham, UK. The British company designs, manufactures, and services systems and components for OEMs.	Engineering & Construction
GKN Powder Metallurgy Holdings Ltd. GKN Powder Metallurgy Holdings Ltd. Metal FabricationProducer Manufacturing GKN Powder Metallurgy Holding Ltd. designs, manufactures and distributes metal powder precision systems and components for aircraft, vehicles and industrial machineries. The company was founded on December 16, 1938 and is headquartered in Redditch, the United Kingdom.	Metal Fabrication
Hoeganaes Corporation Europe SA Hoeganaes Corporation Europe SA SteelNon-Energy Minerals Part of Melrose Industries Plc, Hoeganaes Corporation Europe SA operates iron and steel mills. The company is located in Romania.	Steel
GKN Aerospace Engine Systems India Pvt Ltd.
GKN Fokker Elmo India Pvt Ltd.

Rating Trading

Rating Investimento

ESG Refinitiv

B+

Altri rating

Vendita

Buy

Raccomandazione media

Buy

Numero di analisti

Ultimo prezzo di chiusura

6,204 GBP

Prezzo obiettivo medio

7,112 GBP

Differenza / Target Medio

+14,64%

Consenso

Revisioni delle Stime

Calendario della società

Titoli industriali

Beni industriali

Aereospaziale/Difesa

Aereospaziale/Difesa

Aerospaziale e Difesa - Altri

	Variaz. 1 gen.	Capi.
MELROSE INDUSTRIES PLC	+9,34%	10,38 Mrd
RTX CORPORATION	+25,41%	141 Mrd
GENERAL DYNAMICS CORPORATION	+14,51%	82,07 Mrd
NORTHROP GRUMMAN CORPORATION	-2,70%	69,03 Mrd
BAE SYSTEMS PLC	+23,50%	53,29 Mrd
ROLLS-ROYCE HOLDINGS PLC	+50,48%	47,52 Mrd
L3HARRIS TECHNOLOGIES, INC.	+3,92%	42,35 Mrd
HINDUSTAN AERONAUTICS LIMITED	+79,02%	41,37 Mrd
RHEINMETALL AG	+82,44%	25,09 Mrd
AXON ENTERPRISE, INC.	+11,56%	21,56 Mrd

Aerospaziale e Difesa - Altri