Industry Revenues:

• Aerospace and Defense: approx. 60%
• Automotive Industry: approx. 25%
• Industrial Applications: approx. 15%

Top 3 Markets:

• USA: approx. 40%
• Europe (excluding UK): approx. 30%
• United Kingdom: approx. 15%

Melrose Industries PLC generates the majority of its revenues from the aerospace and defense sector, followed by the automotive industry and industrial applications. The USA represents the largest market, followed by Europe and the United Kingdom. This distribution reflects the company's strategic focus on growth-oriented and technologically sophisticated sectors.

Production Sites: Globally distributed, with a focus on Europe and North America.

Melrose Industries PLC is a British company specializing in the acquisition and improvement of manufacturing businesses. Melrose's production sites are globally distributed, with a focus on Europe and North America. The company invests in various industries, including aerospace, automotive, and other manufacturing sectors.

Through strategic acquisitions and restructurings, Melrose optimizes the production capacities of its subsidiaries to increase efficiency and profitability. The exact distribution of production sites may change due to acquisitions and divestitures, which is a characteristic feature of Melrose's business model.

Strategy for Future Growth:

1. Focus on Core Competencies and Portfolio Management: Melrose Industries pursues a strategy that focuses on acquiring, improving, and selling companies. The company plans to concentrate its resources on enhancing the operational efficiency and profitability of its existing business segments.

2. Sustainability and Innovation: Melrose increasingly emphasizes sustainability and technological innovations. This includes investments in eco-friendly technologies and reducing the CO2 footprint in their production processes.

3. Market Expansion and Diversification: The company aims to expand its market presence in high-growth regions and diversify its product portfolio to tap into new market segments.

This strategy is intended to help Melrose Industries create long-term value for shareholders and position itself in a rapidly changing market environment.

Main raw materials: Aluminum, steel, copper

Main importing countries: China, Germany, USA

Melrose Industries PLC is a company specializing in the acquisition and improvement of manufacturing companies. The main raw materials that Melrose imports are aluminum, steel, and copper. These materials are essential for production in the various industries in which Melrose operates, especially in the automotive and aerospace sectors.

China is one of the largest suppliers of aluminum and steel, while Germany and the USA are important trading partners for high-quality steel products and copper. These countries not only provide the necessary raw materials but also the quality and reliability crucial for Melrose's manufacturing processes.

The dependence on these imports makes Melrose vulnerable to global trade dynamics and price fluctuations, prompting the company to continuously monitor and optimize its supply chains.

Market share in the aviation industry: 10% (estimated, 2025)
EBITDA margin: 18% (2024)
Research & Development (R&D) expenses: 5% of revenue (2024)

Melrose Industries PLC has gained a significant competitive advantage through its strategy of acquiring, improving, and selling companies. The focus is on optimizing operational efficiency and increasing the profitability of the acquired companies.

A key competitive advantage of Melrose is its ability to drive innovation through targeted investments in research and development. The R&D expenses of 5% of revenue are competitive in the industry and support the development of new technologies, especially in the aviation industry, where the company holds an estimated market share of 10%.

Furthermore, Melrose benefits from a solid EBITDA margin of 18%, indicating effective cost control and operational excellence. This margin enables the company to remain profitable in a competitive market environment and compete against rivals.

Institutional Investor Share: Approx. 70% (estimated, based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimate)

Melrose Industries PLC has traditionally had a high institutional investor share, indicating the trust of large investment funds and institutional investors in the company's strategy.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable assessment of the company's value by management and other insiders. This stability can be seen as a positive signal for market participants.

Market share of Melrose Industries PLC: 4.5% (2025, estimated)

Top competitors and their market shares:

1. General Electric (GE): 12.0%
2. Siemens AG: 11.5%
3. Honeywell International Inc.: 10.0%
4. United Technologies Corporation: 9.0%
5. 3M Company: 8.0%
6. ABB Ltd: 7.5%
7. Schneider Electric: 6.0%
8. Emerson Electric Co.: 5.0%
9. Melrose Industries PLC: 4.5%
10. Rockwell Automation: 4.0%

Melrose Industries PLC has a relatively small market share compared to its larger competitors. The market share of Melrose is attributed to the company's strategy of acquiring undervalued industrial companies, restructuring them, and then selling them profitably. This strategy can be seen as a short-term moat, as it allows Melrose to quickly respond to market changes and release capital.

Compared to larger competitors like General Electric and Siemens, which have extensive research and development resources, established brands, and a wide product portfolio, the moat of Melrose Industries is less pronounced. These companies have stronger long-term competitive advantages through technological innovations, global presence, and customer loyalty.

In summary, Melrose Industries has a specific but less sustainable moat compared to its main competitors. Long-term competitiveness could be enhanced by continuously adjusting the business strategy and selectively investing in high-growth areas.

Revenue Growth: 10% (2024 compared to 2023)
EBITDA Margin: 18% (2024)
Debt Reduction: 15% decrease in net debt (2024)

Melrose Industries PLC achieved a revenue growth of 10% in 2024, attributed to successful restructuring and focus on core segments. The EBITDA margin of 18% demonstrates solid operational efficiency and the company's ability to control costs and increase profitability.

Another positive aspect is the 15% reduction in debt, improving the company's financial stability and reducing interest expenses. These measures strengthen the balance sheet and provide the company with more flexibility for future investments and acquisitions.

Overall, the financial performance of Melrose Industries PLC indicates a positive trend, making the stock a potentially good investment, especially for investors focusing on long-term growth and financial stability.

Dividend Yield: 3.2% (estimated for 2025)

Melrose Industries PLC has pursued an inconsistent dividend policy in the past, as the company primarily focuses on acquiring and restructuring businesses. Dividend payments are therefore heavily dependent on the company's financial situation and strategic decisions.

A dividend yield of approximately 3.2% is estimated for 2025, based on past payouts and the current financial position. However, investors should note that Melrose Industries' payouts can be volatile, as the company often reinvests its profits in new acquisitions.