Leonardo Spa Ord (FINMF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome everybody and thank you for joining us in our presentation of Leonardo's first half results. My name is Claudia Entrovigne and I'm the Investor Relations Director here in Leonardo. I'm really pleased to have here with me today Lorenzo Mariani, our CEO and General Manager, and Giuseppe Aurilio, our CFO. They will do a presentation of our strategy results and guidance. Then we will have a Q&A session. So let's start. I will hand over to Lorenzo. Thanks, Claudia. And thanks, everybody. It's my first presentation of results as the CEO of Leonardo. And of course, I'm happy and proud to be here today with you, with all of you. I've spent nearly all of my professional life in Leonardo Group, former Finmeccanica. And I must say that today we are in a completely different and better group Not only if we compare it to what it was 20 or 25 years ago, but also comparing it to five years ago. It's different and better in terms of products, portfolio, in terms of market, and in terms of state of mind. And this is what makes me also quite optimistic on the future. I will spend just some minutes to go through the scenario we are operating in and the impact on our strategic and industrial plan. And then I will hand over to our CFO to go more in depth on figures and I will be available for questions. First of all, something I think we all know, lesson learned. We are in a new paradigm in our world and in our markets. Lesson learned from recent conflicts show us that we can have different wars in a single conflict. A traditional one, so with artillery, boots on the ground, Together with new cyber, electronic warfare, cognitive war and at the same time terrible new threats based on advanced technologies. Just an example for all the rest. High hypersonic missiles, gliding missile...