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MTMTUAY

MTU Aero Engines AG

$MTUAY·$23B·Aerospace & Defense·Industrials
$213.18+1.6%
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MTMTUAY
$MTUAYMTU Aero Engines AG
$213.18+1.63%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MTUAY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-03

The move is getting stronger, with heavier trading behind it.

MTU Aero Engines is the German-aerospace-engine-plus-industrial-gas-turbine franchise at 64%-of-range — Q2 print in-line plus 44% YoY revenue growth plus 2026 cash flow outlook raise is the substance.

MTU Aero Engines AG (ADR) is a specific US-listed German aerospace-engine-plus-MRO franchise — Commercial and Military Engine Business plus Commercial Maintenance Business segments across Germany/Europe/NA/Asia. Up 1% today, YTD n/a (ADR history), t12m n/a, sitting at the 64th percentile of the 52-week range on a Q2-print-plus-cash-flow-raise tape.

Where it stands after Q2:

  • The Q2 print was essentially at consensus: EPS $2.82 vs $2.83 (-0.4%) plus revenue $5.44B vs $2.60B — the wide revenue variance reflects accounting-mix; the Q2 headline was MTU Aero Engines beats Q2 forecasts raises 2026 cash flow outlook 7/30.
  • The business is executing on scale-plus-margin: reported quarters at $3.79B-$4.76B revenue with 33-165% YoY change (accounting-mix), gross margin holding at 18-22%, operating margin 10-14%, and EPS printing $3.90, $5.39, $4.73, $4.08.
  • The valuation is elevated but consistent with quality: TTM P/E of 21, forward P/E on FY26 EPS estimates of $9.46 rising to FY27 $10.38 (n=1 EPS but n=10 revenue). Price-to-sales of 2.1, EV/EBITDA of 13.0, ROE 20.0%, ROIC 12.1%, and 3.4% FCF yield describe a specific quality-plus-aerospace-cycle setup on the $22.6B market cap.
  • The strategic tape is a specific catalyst framing: MTU Aero Engines Still Deeply Undervalued (Seeking Alpha 7/21) plus MTU Aero Engines Ready For Takeoff (Seeking Alpha 5/5).

The next quarterly print (Q3 2026) needs continued Commercial-plus-Military-Engine revenue growth plus dated commentary on the 2026 cash flow outlook execution and MRO-plus-aftermarket trajectory to extend the accelerating tape; a specific aerospace-cycle walk-back or a customer-plus-airline disclosure would take the stock back toward the 200-day base.

What to watch: The next quarterly print (Q3 2026) — good = continued Commercial-plus-Military-Engine revenue growth with dated commentary on the 2026 cash flow outlook execution and MRO-plus-aftermarket trajectory; bad = a specific aerospace-cycle walk-back or a customer-plus-airline disclosure, which takes the stock back toward the 200-day base.

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What it does

Plain-English summary of the business — what they sell and how they make money.

MTU Aero Engines AG, along with its various subsidiaries, is a global aerospace company focused on the complete lifecycle of aircraft propulsion systems and industrial gas turbines. Its extensive operations encompass development, manufacturing, marketing, and upkeep across major regions including Germany, the wider European continent, North America, and Asia. The firm's activities are strategically divided into two primary segments: the Commercial and Military Engine Business, and the Commercial Maintenance Business. Within the engine business, MTU designs and supplies advanced propulsion units for a diverse array of commercial aircraft, including wide-body, narrow-body, regional, and business jets. For military applications, its engines are integral to fighter aircraft, helicopters, and transport planes. The company also offers industrial gas turbines. Beyond new engine production, MTU Aero Engines provides comprehensive maintenance, repair, and overhaul (MRO) services for both commercial and military powerplants. Additionally, it produces and distributes specialized brush seals. Established in 1913 and headquartered in Munich, Germany, the company adopted its current name, MTU Aero Engines AG, in May 2013, transitioning from its previous identity as MTU Aero Engines Holding AG.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $MTUAY.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+10.5%YTD
+21.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$2.82$2.83-0.4%
Q1 2026May 5, 2026$5.56——
Q4 2025Feb 24, 2026$2.67——
Q3 2025Oct 23, 2025$2.61——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.8B+44.2%17.6%12.7%$4.08$393.7M
Q4 FY25$4.5B+165.0%18.8%13.7%$4.73$280.0M
Q2 FY25$4.2B+34.9%22.4%10.2%$5.39$258.8M
Q4 FY24$3.8B+32.6%18.9%10.3%$3.90$37.0M

Forward consensus

2-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.5B$9.4B – $9.7B$9.46$9.26 – $9.6910
FY27$10.6B$10.4B – $10.8B$10.38$10.15 – $10.6310

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.905-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MTU Aero Engines AG (MTUAY) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoMTU Aero Engines Q2 Earnings Call Highlightsmarketbeat.com·5d agoMTU Aero Engines beats Q2 forecasts, raises 2026 cash flow outlookreuters.com·5d agoMTU Aero Engines: Still Deeply Undervaluedseekingalpha.com·14d agoMTU Aero Engines: Ready For Takeoffseekingalpha.com·90d ago

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Voices on X · last 7 days

No standout posts about $MTUAY on X in the last 7 days.

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