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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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2 views
Rolls-Royce Holdings plc's turnaround is succeeding, with margin gains, improved contract pricing, and strong service revenue driving predictable cash flow and profitability. Civil Aviation remains the main value driver, but Defense and SMR technology offer additional upside not yet reflected in estimates. Despite a strong rally, I see 23% upside to YE26 as Rolls-Royce closes its valuation gap with GE and benefits from multiple expansion.
