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ARS.BX Aerospace & Defense

Aerostar SA

$12,50
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Mcap
P/E
EV / Rev
Div yield
3,51 %
Op margin
16,0 %
ROE
4,3 %
Net margin
16,2 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

Aerostar SA is a Romanian aerospace and defense company that designs, develops, and produces aircraft, helicopters, and related systems, primarily serving government and military clients.

Business. Aerostar SA (ARS.BX) is an aerospace and defense company that operates within the Industrial Goods sector. The firm generates revenue through the sale of aerospace and defense products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryAerospace & Defense
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
4,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning ARS.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ARS.BX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Aerostar SA (ARS.BX) is an aerospace and defense company that operates within the Industrial Goods sector. The firm generates revenue through the sale of aerospace and defense products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryAerospace & Defense
    AI synthesis
    GENERATED

    Aerostar maintains a strong liquidity position with a current ratio of 4.04, indicating the company can easily cover its short-term obligations. The absence of long-term debt and a debt-to-equity ratio of 0.0 further reinforce its financial stability. Free cash flow of RON 26.97 million supports operational flexibility and potential reinvestment.

    Profitability metrics show a return on equity of 4.34% and a return on assets of 3.18%, which are below the industry median for aerospace and defense firms. This suggests that Aerostar is underperforming in terms of capital efficiency and asset utilization compared to its peers.

    The company's revenue is concentrated in a few key markets, with a significant portion derived from government contracts in Romania and other European defense markets. This concentration increases exposure to geopolitical and budgetary shifts, particularly in defense spending.

    Aerostar's revenue growth has been modest, with a recent financial snapshot showing RON 155.31 million in revenue. While the company has maintained positive operating and net income, the outlook for the next fiscal year remains uncertain due to potential shifts in defense procurement cycles and geopolitical tensions.

    Risk factors include the absence of long-term debt, which is a positive, but the company's reliance on government contracts introduces regulatory and budgetary risks. There is currently no near-term dilution risk, as shares outstanding remain unchanged between basic and diluted measures.

    Recent filings and transcripts indicate no major corporate actions or strategic shifts. The company continues to focus on its core aerospace and defense offerings, with no significant new product launches or market expansions disclosed in the latest available data.

    Key takeaways
    • Aerostar has a strong liquidity position with no long-term debt and a current ratio of 4.04.
    • The company's return on equity and return on assets are below industry medians, indicating lower capital efficiency.
    • Revenue is heavily concentrated in government contracts, increasing exposure to budgetary and geopolitical risks.
    • No immediate dilution or liquidity risks are present, but the company's growth trajectory is uncertain due to defense spending volatility.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    Aerostar generated 620.4 million RON in FY0 revenue, reflecting a strong 13.3% four-year compound annual growth rate.

    The company maintains a zero long-term debt position, providing significant financial flexibility and eliminating interest expense risks.

    Free cash flow surged 22.6% year-over-year to 77.6 million RON, demonstrating robust cash generation capabilities.

    BEAR CASE · 2

    Net income growth slowed to just 2.4% year-over-year in FY0, despite continued revenue expansion.

    Return on equity of 4.34% remains relatively low, indicating modest efficiency in generating profits from shareholder equity.

    In focus — financials by report

    Valuation FY

    Market price
    $12,50
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $578.4M
    Net cash
    Current ratio
    4.0
    Debt / equity
    0.0
    ROA
    3.2%
    ROE
    4.3%
    Cash conversion
    95.0%
    CapEx / revenue
    -3.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin16,0 %Above P75
    Net Margin16,2 %Above P75
    ROE4,3 %Above median
    Capex / Rev-3,0 %Above median
    D/E0,00Above P75
    Cash Conv0,95Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Return On Assets
      net_income / total_assets
    Source documents
    • Aerostar SA Market data — financials · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ARS.BXCanonical
    — · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage