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Rheinmetall CEO expects ATACMS revenues from 2028, Boxer deal by year-end - Finance news and analysis from Global Banking & Finance Review
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Rheinmetall CEO expects ATACMS revenues from 2028, Boxer deal by year-end

Published by Global Banking & Finance Review

Posted on August 7, 2026

2 min read

· Last updated: August 7, 2026

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Rheinmetall Expects First ATACMS Revenues in 2028, Boxer Vehicle Deal Nears

Rheinmetall's Strategic Developments and Revenue Outlook

ATACMS Missile Production Partnership

DUESSELDORF, Germany, Aug 7 (Reuters) - Rheinmetall expects to generate initial revenue from joint production of ATACMS missiles with Lockheed Martin in Germany in 2028, CEO Armin Papperger told Reuters, with demand likely to remain strong for at least 15 years.

The German defence company signed a memorandum of understanding with Lockheed last month to jointly produce the short-range ballistic missiles at Rheinmetall's Unterluess plant in northern Germany, where production facilities are due to be set up next year.

Capacity and Demand Considerations

"Naturally, there will also be sufficient capacity to replenish the U.S. military arsenals depleted by the conflict involving Iran. That won't happen in two years. It will take much longer," Papperger said.

Approval Process and Government Support

The joint venture still requires approval, but Papperger said the process was well advanced and had the backing of the U.S. government.

Boxer Armoured Vehicle Contract

Rheinmetall, which on Thursday cut its sales outlook after Germany cancelled its F126 frigate programme, also expects a multi-billion-euro contract to supply Boxer armoured vehicles to the German military to be signed by year-end, said Papperger.

Contract Value and Partners

"There is absolutely nothing standing in the way," Papperger said in comments published on Friday.

Rheinmetall's share of the contract would be worth €12.4 billion ($14.3 billion), while the total value including partner KNDS is expected to reach about €25 billion.

Additional Orders and Service Contracts

A service contract to be negotiated separately would add around €4 billion for the two partners, while options for additional orders could be worth a further €25 billion, he said.

($1 = 0.8681 euros)

Reporting Credits

(Reporting by Matthias Inverardi, writing by Miranda Murray, editing by Thomas Seythal)

Key Takeaways

  • Joint production of ATACMS missiles with Lockheed Martin planned at Unterlüß, initial revenues expected in 2028; long-term demand projected over 15 years.
  • ATACMS missile venture backed by U.S. government and well advanced in approval process.
  • Boxer armoured vehicle contract for German military expected by year‑end: Rheinmetall share €12.4 bn, total including KNDS €25 bn; service contract ~€4 bn; options up to €25 bn.
  • Cancellation of Germany’s F126 frigate programme prompted sales outlook revision and highlights defence sector funding shifts.

Frequently Asked Questions

When will Rheinmetall start generating revenue from ATACMS missile production?
Rheinmetall expects to generate initial revenue from joint production of ATACMS missiles with Lockheed Martin in Germany starting in 2028.
What is the estimated value of the Boxer armoured vehicle contract?
Rheinmetall's share of the Boxer contract is worth €12.4 billion, with the total contract value, including partner KNDS, expected to reach about €25 billion.
Where will the ATACMS missile production facilities be set up?
The ATACMS missile production facilities will be set up at Rheinmetall's Unterluess plant in northern Germany.
Does the joint venture between Rheinmetall and Lockheed Martin have government support?
Yes, the joint venture has advanced approval processes and is backed by the U.S. government.

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