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.
Signals scoped to GB · Company-specific tagging coming soon.