Rheinmetall is the marquee European defense story with 155mm artillery shell production scaling to 1.1 million units annually by 2027. KF41 Lynx IFV winning international competitions. Air defense Skyranger and Skynex orders surging. Vehicle Systems backlog at record. German Zeitenwende and EU defense fund both directly accretive.
Thesis reviewed May 29, 2026
Rheinmetall AG is headquartered in Germany, which is currently showing moderate signals.
🇩🇪Germany61NEUTRALView Germany risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HEI | HEICO Corporation | 90 | +12% | ↓26% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓26% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓26% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓26% | NEUTRAL |
| LMT | Lockheed Martin | 90 | +9% | ↓26% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓26% | ENTRY |
| GD | General Dynamics Corporation | 90 | +15% | ↓26% | ENTRY |
Investors who hold RHM may also have indirect exposure through these country funds.
Rheinmetall opens largest artillery plant in NATO
Italy selects KF41 Lynx for IFV program
Skyranger air defense order from Austria
Estimates · Yahoo Finance · Not audited figures