Rolls-Royce's turnaround under CEO Tufan Erginbilgic is delivering record margins across Civil Aerospace, Defence, and Power Systems. Civil large engine aftermarket benefits from widebody flying hour recovery on Trent XWB and Trent 1000 platforms. Defence backlog is supercharged by AUKUS submarine reactors, Typhoon/Tempest exports, and NATO rearmament. SMR (small modular reactor) selection by Czech, Polish, and UK governments unlocks an entirely new growth vector. Free cash flow inflection supports dividend resumption.
Thesis reviewed May 29, 2026
Rolls-Royce Holdings PLC is headquartered in United Kingdom, which is currently showing moderate signals.
π¬π§United Kingdom48NEUTRALView United Kingdom risk detail βπ‘Defense90WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GD | General Dynamics Corporation | 82 | +15% | β85% | ENTRY |
| HEI | HEICO Corporation | 82 | +12% | β85% | ENTRY |
| NOC | Northrop Grumman Corporation | 82 | +17% | β85% | ENTRY |
| SAAB | Saab AB | 82 | +25% | β85% | ENTRY |
| LMT | Lockheed Martin | 82 | +9% | β85% | ENTRY |
| HII | Huntington Ingalls Industries | 82 | +14% | β85% | ENTRY |
| BA | The Boeing Company | 82 | +9% | β85% | NEUTRAL |
Investors who hold RYCEY may also have indirect exposure through these country funds.
Rolls-Royce SMR wins UK Great British Nuclear preferred bidder status
Civil Aerospace large engine flying hours exceed 2019 pre-COVID level
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Tim MooreNC | R | Buy | $1kβ$15k | May 7, 26 | +15.1% |