Rheinmetall CEO expects ATACMS revenues from 2028, Boxer deal by year-end

Rheinmetall said it expects initial revenue from joint ATACMS missile production with Lockheed Martin in Germany in 2028. Management also indicated demand should stay strong for at least 15 years, supporting a multi-year order outlook. The guidance provides a constructive demand visibility catalyst, likely supportive for defense-related sentiment.

Analysis

Rheinmetall said it expects initial revenue from joint ATACMS missile production with Lockheed Martin in Germany in 2028. Management also indicated demand should stay strong for at least 15 years, supporting a multi-year order outlook. The guidance provides a constructive demand visibility catalyst, likely supportive for defense-related sentiment.