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Rolls-Royce (RYCEY) continues its upward trajectory, trading at decadal highs and nearing all-time highs. There's potential in the stock still, though. The company's healthy recent results only underline its relevance in the 21st century, especially with emerging demand drivers like AI data centres. The company's profit outlook for 2026 and over the medium term is positive too, though investors need to brace for a…

The pure plays are exiting, but two legacy giants have solid nuclear businesses they can build on.

Rolls-Royce delivered robust FY results, with 14% revenue growth, 38% operating profit growth, and significant margin expansion. Mid-term targets have been upgraded: operating profit is now guided at £4.9–£5.2B and free cash flow at £5–£5.3B, reflecting strong execution. Despite a reduced 2027 price target of $17.89, I remain bullish due to resilient end-market growth and a pivot to shareholder returns.

Rolls-Royce Holdings plc NON CUM RED PREF SHS GBP0.001 C (RLLCF) Q4 2025 Earnings Call Transcript

Touchstone Non-US Equity Fund (Class A Shares, Load Waived) underperformed MSCI All Country World Ex-U.S. Index, for the quarter ended December 31, 2025. Stock selection within IT and Financials contributed positively to performance during the quarter. The Fund exited its position in BNP Paribas S.A. and Sony Financial Group Inc.