The Gabelli Global Rising Income and Dividend Fund on Rolls-Royce Holdings plc
Thesis
Rolls-Royce has been repositioned through commercial optimization, cost discipline, and operating improvements that have lifted earnings and cash generation. Civil Aerospace benefits from recurring high-margin aftermarket service revenue, while defense and power systems provide additional growth and visibility. Gabelli also sees the Small Modular Reactor business as a valuable long-term growth opportunity.
“we believe the company's Small Modular Reactor business represents a valuable long-term growth opportunity.”