Leonardo, IT0003856405

Leonardo stock gains after upgraded 2026 guidance and strong H1 figures

Published on 09/16/2026 at 22:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Leonardo stock traded near EUR 49.89 on Borsa Italiana on September 15, 2026 as investors digested upgraded 2026 guidance following robust H1 2026 growth in orders and EBITA. The aerospace and defense group also attracted fresh analyst interest, with banks highlighting upside versus European peers.

Luftfahrt- und Rüstungswerk mit Helikopter und Jet auf Rollfeld bei Sonnenuntergang
Realistisches Motiv zeigt Rüstungsindustrie von Leonardo S.p.A. (ISIN IT0003856405) mit Helikopter und Flugzeug auf Rollfeld, Illustration mit AI erstellt.

Leonardo stock traded at around EUR 49.89 on Borsa Italiana on September 15, 2026, with the Italian aerospace and defense group (ISIN IT0003856405) consolidating recent gains after reporting strong half-year 2026 results and upgrading parts of its full-year guidance.

H1 2026 results and upgraded guidance

According to Leonardo, the Board of Directors approved the company’s H1 2026 results on July 30, 2026, reporting new orders of EUR 16 billion, an increase of 45 percent year on year compared with the prior-year period.

In the same H1 2026 disclosure, Leonardo stated that revenues reached EUR 10 billion, up 12 percent versus the first half of the previous year, while EBITA came in at EUR 780 million, marking a 34 percent year-on-year improvement and signaling better operating profitability.Leonardo

Free operating cash flow (FOCF) in H1 2026 was reported at negative EUR 249 million, which represented a 39 percent improvement compared with the prior-year figure, pointing to a better cash generation profile even though the number remained negative.Leonardo

On the back of these figures, Leonardo upgraded parts of its full-year 2026 guidance, indicating higher expectations for new orders, EBITA and free operating cash flow while maintaining or refining its revenue targets; this guidance move was interpreted as a sign of confidence in the demand environment and internal execution.Investing.com

Analyst estimates and sector positioning

Consensus estimates compiled by Yahoo Finance as of mid-September 2026 show that analysts expect Leonardo to deliver EUR 22.33 billion of sales in 2026, implying high single-digit to low double-digit growth versus recent historical levels, with sales growth estimates around 14.48 percent for the current year.

The same overview indicates that the average revenue estimate for the current quarter ending in September 2026 stands at EUR 5.38 billion, rising to EUR 7.04 billion for the December 2026 quarter, underlining expectations for a stronger second half following the solid H1 2026 showing.Yahoo Finance

For investors, the guidance upgrade and the consensus trajectory point to a scenario in which Leonardo’s order backlog and cash flow improvement could support further earnings expansion, while analysts emphasise that the group’s exposure to aerospace, defense and space programs offers resilience in a budget-conscious environment.Investing.com

Recent price action on Borsa Italiana

Per an Italian market overview, Leonardo SpA shares closed at EUR 49.27 on Borsa Italiana on September 14, 2026, representing a decline of 1.46 percent compared with the prior session’s closing price and finishing near the intraday low of the day.Ad-hoc-news

Market data compiled by a European stock portal show that on September 15, 2026, Leonardo traded around EUR 49.89, with an intraday range between EUR 48.605 and EUR 50.390, while the stock’s 52-week trading band extended from EUR 44.250 at the low end to EUR 66.260 at the high end; this places the mid-September price level well below the 52-week high but clearly above the recent 52-week low.Investing.com

Technical commentary from an Italian analysis platform noted that Leonardo’s closing move on September 15, 2026 showed a modest recovery compared with previous values, with the weekly trend described as largely in line with the reference index, meaning that the stock was being supported mainly by broader market elements rather than company-specific news in that short-term window.Teleborsa

Stock level and investor angle

As of the most recent completed trading day referenced in mid-September 2026, Leonardo stock is trading near EUR 49.89 on Borsa Italiana, noticeably below the 52-week high of EUR 66.260 but above the 52-week low of EUR 44.250, a configuration that leaves room for potential upside if the upgraded guidance and strong H1 2026 execution continue to be confirmed in subsequent quarters.Investing.com

Leonardo stock key data

  • Company: Leonardo SpA
  • ISIN: IT0003856405
  • Ticker: LDO.MI
  • Trading venue: Borsa Italiana
  • Price (as of September 15, 2026): 49.89 EUR
  • Market capitalization: 9,000,000,000 EUR (as of September 15, 2026)
  • Sector / Industry: Aerospace and Defense
  • Index membership: FTSE MIB

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