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Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Rheinmetall
Rheinmetall (RHM) investor relations material
Rheinmetall Pre-close call summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-close call summary2 Jul, 2026
Executive summary
German defense budget for 2027 is projected at EUR 145 billion, a 21% increase over 2026, supporting mid-term visibility in domestic markets.
A more detailed budget draft is expected soon, ahead of the parliamentary summer recess.
Trading performance and revenue trends
On track for Q2 quarter-over-quarter growth above 40%, with H1 growth rate expected at 35%-40%.
Growth driven by project ramp-ups, EUR 100 million from Murcia restart, and EUR 200 million from trucks and Vehicle Systems.
Total nomination volume for Q2 expected to reach low double digits of EUR 1 billion.
Profitability and margins
Disposal of Power Systems signed for EUR 350 million, closing expected in Q4.
Transaction includes an additional EUR 200 million non-cash impairment.
Quantify 2026 revenue risk from F126 cancellation
Breakdown of Boxer phase one and two bid values
Impairment value from Power Systems disposal
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Rheinmetall
- Sales and backlog surged on defense growth, major orders, and capacity expansions.RHM
Q3 20259 Jul 2026 - Record sales, margin growth, and backlog support strong full-year outlook.RHMQ2 20249 Jul 2026
- Q3 sales up 40%, backlog at €51.9bn, and guidance confirmed on strong defense orders.RHMQ3 20248 Jul 2026
- Order intake and full-year guidance raised on strong German and international contract momentum.RHMStatus Update30 Jun 2026
- Sales and profit up 8% and 17%, backlog at €73B, outlook strong with deferred Q2 deliveries.RHMQ1 202613 May 2026
- Targeting €50bn sales by 2030, driven by defense demand, innovation, and strong order backlog.RHMInvestor presentation12 May 2026
- Targeting €50bn sales and >20% margin by 2030, driven by defense demand and innovation.RHMInvestor presentation24 Mar 2026
- Record sales and backlog in 2025, with strong growth and higher margins forecast for 2026.RHMQ4 202511 Mar 2026
- Record defense orders and robust margins drive strong growth and liquidity outlook.RHMPre-close call4 Feb 2026
Next Rheinmetall earnings date
Q2 20266 Aug, 2026
Rheinmetall
Next Rheinmetall earnings date
Q2 20266 Aug, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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