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Aerospace

Melrose soars on revenue-sharing 'cash generation period' update

Melrose Industries PLC (LSE:MRO, OTC:MLSPF) surged over 9% on Thursday afternoon after providing an update on its risk and revenue-sharing partnerships (RRSP).

Melrose noted it now had 17 such cash-generating deals, which sees aircraft engine makers paid based on flight times, from a total of 19.

These related to the likes of its engine mounts and cases, which typically last the lifespan of the engines, translating to £22 billion of "de-risked revenue" for the coming decades, Melrose said.

“For Melrose, the dynamic of significant upfront investment but only minimal aftermarket work leads to a very high profit margin and strong cash flow,” the company said.

“Our RRSP portfolio is entering what we and our partners expect to be a multi-decade cash generation period. RRSP programme cash flows are projected to increase through to 2050.”

Aircraft fleet sizes have increased on the back of an uptick in demand over the coming years, with Melrose highlighting maturing partnerships with the likes of Pratt & Whitney, General Electric and Rolls-Royce Holdings PLC (LSE:RR.).

Citi analysts highlighted the update, which said Melrose only recorded between 10% and 30% of available aftermarket income over the lifetime of an engine, marked a positive step towards understanding the company's potential mid-term cash generation.

Shares jumped 9.4% following the update.

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