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RR
USIndustrials · Aerospace & Defense
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Structural thesis: Rolls-Royce is a rare high-barrier oligopoly in wide-body propulsion - the Trent XWB (A350), Trent 7000 (A330neo), and Trent 1000 (787) collectively power most new-generation twin-aisles. Engine margins are backend-loaded: OEM sales at low/negative margin, then 20-30yr TotalCare aftermarket contracts at high margin as flight hours accumulate.
The Erginbilgic restructuring (2023-2027) targets £2-2.5B operating profit by 2027 vs ~£0 in 2022, driven by cost reduction, pricing power recovery, and civil-flight-hour normalization post-COVID.
Bull case:
Bear case:
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High-signal only
No major news in the last 7 days for RR - only listicles and opinion pieces, which we filter out by default. See everything anyway.