Leonardo provides end-to-end intelligent process improvement solutions, focusing on business design, process management, automation, integration, and platform engineering.

Leonardo

BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Cyber & Intelligence, Platforms & Services (US), Air, and Maritime. The Electronic Systems segment offers electronic warfare systems, navigation systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, military communication systems and data links, persistent surveillance systems, space electronics, and electric drive propulsion systems. The Cyber & Intelligence segment provides solutions to modernize, maintain, and test cyber-harden aircraft, radars, missile systems, and mission applications that detect and deter threats to national security; systems engineering, integration, and sustainment services for critical weapons systems, C5ISR, and cyber security; and solutions and services to intelligence and federal/civilian agencies. It also offers data intelligence solutions to defend against national-scale threats, protect their networks, and data against attacks; security and intelligence solutions to the United Kingdom government and allied international governments; anti-fraud and regulatory compliance solutions; and enterprise-level data and digital services. The Platforms & Services (US) segment manufactures combat vehicles, weapons, and munitions, as well as provides ship repair services and the management of government-owned munitions facilities. The Air segment develops, manufactures, upgrades, and supports combat and jet trainer aircraft. The Maritime segment designs, manufactures, and supports surface ships, submarines, torpedoes, radars, and command and combat systems; and supplies naval gun systems. It also supplies naval weapon systems, missile launchers, and precision munitions. The company was founded in 1970 and is based in Farnborough, the United Kingdom.

BAE Systems plc

Honeywell International Inc. operates as a diversified technology and manufacturing company worldwide. Its Aerospace segment offers auxiliary power units, propulsion engines, integrated avionics, environmental control and electric power systems, engine controls, flight safety, communications, navigation hardware, data and software applications, radar and surveillance systems, aircraft lighting, advanced systems and instruments, satellite and space components, and aircraft wheels and brakes; spare parts; repair, overhaul, and maintenance services; thermal systems, as well as wireless connectivity and management services. The company's Honeywell Building Technologies segment offers software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrades of systems. Its Performance Materials and Technologies segment offers automation control, instrumentation, and software and related services; catalysts and adsorbents, equipment, and consulting; and materials to manufacture end products, such as bullet-resistant armor, nylon, computer chips, and pharmaceutical packaging, as well as provides reduced and low global-warming-potential materials based on hydrofluoro-olefin technology. The company's Safety and Productivity Solutions segment provides personal protection equipment, apparel, gear, and footwear; gas detection technology; cloud-based notification and emergency messaging; mobile devices and software; supply chain and warehouse automation equipment, and software solutions; custom-engineered sensors, switches, and controls; and data and asset management productivity software solutions. The company was founded in 1906 and is headquartered in Charlotte, North Carolina.

Mark C. Honeywell

Honeywell International Inc.

Spirit AeroSystems Holdings, Inc. designs, engineers, manufactures, and markets commercial aerostructures worldwide. It operates through three segments: Commercial, Defense & Space, and Aftermarket. The Commercial segment offers forward, mid, and rear fuselage sections and systems, struts/pylons, nacelles, and related engine structural components; and wings and wing components, including flight control surfaces, as well as other structural parts. This segment primarily serves the aircraft original equipment manufacturers (OEMs) or engine OEMs of large commercial aircraft and/or business/regional jet programs. The Defense & Space segment provides fuselage, strut, nacelle, and wing aerostructures primarily for U.S. Government defense programs, including Boeing P-8, C40, and KC-46 Tanker. This segment also engages in the fabrication, bonding, assembly, testing, tooling, processing, engineering analysis, and training on fixed wing aircraft aerostructures, missiles, and hypersonics works, such as solid rocket motor throats, nozzles, re-entry vehicle thermal protections systems, forward cockpit and cabin, and fuselage work on rotorcraft aerostructures. The Aftermarket segment offers spare parts and MRO services, repairs for flight control surfaces and nacelles, radome repairs, rotable assets, engineering services, advanced composite repairs, and other repair and overhaul services. Spirit AeroSystems Holdings, Inc. has a strategic partnership with Sierra Space to enhance access to commercial space economy of the future. The company was formerly known as Mid-Western Aircraft Systems Holdings, Inc. Spirit AeroSystems Holdings, Inc. was founded in 1927 and is headquartered in Wichita, Kansas.

Spirit AeroSystems Holdings, Inc.

Leonardo - a UST company | 4,171 followers on LinkedIn. Transforming businesses and building a better world with the power of technology. | Leonardo, a UST company, operates in the Australia and New Zealand region. We assist our clients in modernizing their processes for the digital age by blending process-centric strategic thinking with the precision and rigor of enabling technologies that drive their transformation.

For more than 20 years, UST has worked side by side with the world&#39;s best companies to make a real impact through transformation.

Founder & Director, Leonardo Consulting

Chris Nagel

Vaibhav Chandra

Senior Associate - Client Engagement

Rick Elliott

Company Director

Stephen Chetcuti

Leonardo - a UST company

Great to support the Power + Utilities Australia conference chatting our clients and partners. Come say hi if you’re attending today or tomorrow 👋🏼

👥 Leonardo will be presenting at Power + Utilities Australia next week in Melbourne. This forum brings together diverse opinions and experiences to navigate the energy transition towards 2050. 📍 Come say hello to the Leonardo team at booth A25! Plus, don't miss our discussion on how we're driving digital to power the future of energy.

Leonardo partnered with a leading medical records management company to revolutionise their compliance and security landscape using AWS. Our journey involved navigating the complex waters of HIPAA and HITRUST to modernise compliance, enhancing security measures, and boosting scalability. Read more about how we leveraged #AWS to achieve results: https://lnkd.in/gHkStRTz

We’re thrilled to announce Leonardo has joined forces with UST a global powerhouse in digital technology services. The acquisition marks a pivotal step for Leonardo, combining our deep expertise in business improvement, automation, and integration with UST's expansive global resources. Together, we're set to deliver extensive innovation and enhanced services to our clients. Read more https://hubs.la/Q02lKHD30

Leoanrdo wishes our partners, clients, and team members a Happy Lunar New Year! Wherever you are, may this Year of the Dragon be filled with joy, love, happiness, great health, and good fortune to you all. 🐉

👋 We are thrilled to welcome Luke Kelly as our new Principal Consultant! Luke brings a wealth of experience in leadership across automation transformation programs, deeply understanding the growing role of automation in the age of AI. 🚀 Luke is a passionate People Leader and Technologist. His extensive experience in client consulting and technology perspectives allows him to holistically assess the impact of process, data, and AI on businesses. With a successful track record from his roles at UiPath, Westpac, and KPMG Australia, Luke is uniquely equipped to drive transformative outcomes for Leonardo’s clients. 👊🏻 We’re excited to have you join Leonardo Luke, and can’t wait to see what you will accomplish.

Metric
Company Name	Leonardo	BAE Systems plc	Honeywell International Inc.	Spirit AeroSystems Holdings, Inc.
Symbol		BA	HON	SPR
MSH ID	AU:COM:LEONARDO	COM:BAESYSTEMS	COM:HONEYWELL	COM:SPIRITAERO
Market	PRIVATE	STOCKS	STOCKS	STOCKS
Sector	Commercial & Professional Services	Industrials	Industrials	Industrials
Industry	Consulting and Technology	Aerospace & Defense	Conglomerates	Aerospace & Defense
Country	AU	GB	US	US
Stage
Employee Count		99.80K	95K	20.66K
Website	leonardo.com.au	baesystems.com	honeywell.com	spiritaero.com
LinkedIn	leonardo-consulting
Founders

Metric
Market Cap	492.83M	139.67B	4.04B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue	29.41B	36.66B	6.05B
Revenue (LTM)
Revenue (NTM)
Gross Profit	2.75B	13.67B	206.20M
EBITDA	3.76B	7.08B	188.60M
Operating Income	2.75B	7.08B	-127M
Net Income	2.37B	5.66B	-616.20M
EPS	0.78	8.53	-5.78
Diluted EPS	0.76	8.47	-5.78
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.09	0.39	0.03
Operating Profit Margin	0.10	0.27	-0.02
EBITDA Margin	0.13	0.19	0.03
Net Profit Margin	0.08	0.21	-0.10
Return on Equity	0.18	0.35	1.25
Return on Assets	0.06	0.09	-0.09
Return on Capital Employed	0.10	0.17	-0.03

COM

AU:COM:LEONARDO

Leonardo

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	23.06	22.40	-3.01
P/B Ratio	3.27	5.21	-3.27
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	1.83	4.75	0.68
EV Multiple	13.53	13.57	0.97

Metric
Days Sales Outstanding		74.97	79.26
Days Payables Outstanding	256.75	108.71	66.09
Days Inventory Outstanding	22.11	136.33	110.11
Operating Cycle	128.86	238.39	189.04
Cash Conversion Cycle	37.87	98.91	130.07
Asset Turnover	0.72	0.60	0.94

Metric
Operating Cash Flow	4.67B	5.34B	-225.80M
Free Cash Flow	3.45B	4.30B	-373.80M
Cash Flow to Debt	0.70	0.26	-0.06
Operating Cash Flow/Sales	0.16	0.24	-0.04
Free Cash Flow Yield	0.06	0.03	-0.16

Metric
Cash & Equivalents	5.18B	7.92B	823.60M
Accounts Receivable	-365.70M	-42M	-114.60M
Inventory	1.47B	6.18B	1.77B
Goodwill	14.51B	18.05B	631.20M
Debt to Capitalization	0.48	0.62	1.61
Debt to Assets	0.22	0.30	0.61
Current Ratio	1.08	1.27	1.41
Quick Ratio	0.97	1.28	0.88

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.00	0.01	0.01
R&D to Revenue		0.04	0.01
SG&A to Revenue