Stock Markets February 12, 2026

Fincantieri Lifts 2025 Margin Guidance, Rolls Out 2026-2030 Plan and 2035 Targets

Italian shipbuilder raises profitability outlook for 2025 and provides multi-year revenue and margin projections through 2035

By Leila Farooq FCT
Fincantieri Lifts 2025 Margin Guidance, Rolls Out 2026-2030 Plan and 2035 Targets
FCT

Fincantieri updated its 2025 financial outlook and presented a new five-year plan for 2026-2030 at an investor presentation, increasing its 2025 EBITDA margin guidance and setting multi-year revenue and margin targets including projections for 2035. The disclosure was followed by a stock rise of 5.2%.

Key Points

  • Fincantieri raised its 2025 EBITDA margin guidance to 7.4% from a prior target of above 7%, and updated 2025 net profit guidance to 2,110 million ($1301 million). - Impacts shipbuilding and industrial manufacturing sectors.
  • For 2026 the company targets revenues of 2,9.2-9.3 billion, an EBITDA margin of around 7.5% and net profit expected to exceed the 2025 level. - Impacts capital markets and equity investors following industrials.
  • Long-term ambitions include roughly doubling revenues to about 2,18 billion by 2035, with a net profit margin of about 7.5% and an EBITDA margin around 13%. - Impacts long-range planning for maritime manufacturing and related suppliers.

Fincantieri raised its profitability targets for 2025 and laid out a fresh five-year business plan for 2026-2030 during an investor presentation, the company said on Thursday.

For 2025 the Italian shipbuilder adjusted its EBITDA margin guidance to 7.4%, up from the firms prior target of above 7%. Alongside that margin upgrade, Fincantieri sharpened its net profit guidance for 2025 to 2,110 million ($1301 million), after previously aiming only for a positive net profit for the year.

Looking toward 2026, the company is targeting revenues in the range of 2,9.2-9.3 billion and expects net profit to be higher than the 2025 figure. Fincantieri is forecasting an EBITDA margin for 2026 of around 7.5%.

Beyond the five-year plan, Fincantieri presented longer-term ambitions out to 2035. The group projects that revenues will roughly double to about 2,18 billion by 2035. By that year the company aims to reach a net profit margin of roughly 7.5% together with an EBITDA margin around 13%.

The company also confirmed its principal objectives for 2030 while unveiling the new plan covering 2026-2030.

Market reaction to the presentation was positive: Fincantieris shares climbed 5.2% after the announcement.

The presentation combined a near-term upward revision for 2025 with more detailed guidance for 2026 and ambitious medium- to long-term targets through 2035. The updated 2025 figures include both a specific EBITDA margin target and a quantified net profit expectation, while the 2026 guidance provides a revenue range and a clear EBITDA margin goal. The 2035 projections set long-range goals for revenue scale and margin expansion.


Note: The company presented these figures during an investor presentation and confirmed its main targets for 2030 as part of the new business plan.

Risks

  • Targets and forecasts are forward-looking projections through 2026 and 2035; meeting those targets is uncertain and depends on execution of the business plan. - This affects shipbuilding and capital markets.
  • The company confirmed main targets for 2030 but achieving the 2035 revenue and margin projections remains an objective rather than a guaranteed outcome. - This introduces uncertainty for investors and supply-chain partners.

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