Hensoldt AG·Industrials

German defence contractor Hensoldt reported higher first quarter revenue on Wednesday, as orders to equip infantry fighting vehicles and contract extensions for the Eurofighter Mk1 kicked in.

Shares of Hensoldt AG - Unsponsored ADR (OTCMKTS:HAGHY - Get Free Report) have been given a consensus rating of "Moderate Buy" by the seven brokerages that are covering the company, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, two have given a hold recommendation, one has issued a buy recommendation

Hensoldt AG remains a buy with a $139.51 price target, offering 60% upside despite recent stock stagnation and modest estimate downgrades. 2025 revenues grew 9.6% to €2.46B; order intake surged 62% to €4.71B, supporting a robust €8.8B backlog and strong multi-year growth visibility. 2026 guidance specifies 12% revenue growth and 18.5–19% EBITDA margin, with mid-term targets of 15–20% annual revenue growth and improving free cash flow.

It said it has reached a deal with Aumovio to offer opportunities to around 600 employees set to lose their jobs.

Leonardo disclosed its mid-term plan and targets, including doubling profits by 2030, sending shares up as much as 9%. Rheinmetall said Wednesday that it expects sales to grow between 40% and 45% in 2026.

HENSOLDT AG ADR (HAGHY) Q4 2025 Earnings Call Transcript
HENSOLDT AG, together with its subsidiaries, provides defense and security electronic sensor solutions worldwide. It offers air surveillance, airborne, ground based, security, naval and coastal, and space radars; identification friend or foe and secure data links; and commercial shipping solutions. The company also provides airborne, vehicle, surveillance, and maritime optronics; space optics; optronic sensor devices; and sights, scopes, and night-vision attachments. In addition, it offers electronic support/SIGINT products, receivers, direction finders, electronic attackers/jammers, self-protection EW software suites and ground support stations, and electronic warfare systems. Further, the company provides avionics, including airborne computing, flight and mission data recording and management, connectivity, mission management/pilot assistance, video management, unmanned, mission planning support, data analysis and evaluation, and cloud solutions, as well as integrated airborne solutions; and counter UAV solutions, and command and control software products. Additionally, it offers products and system support, simulation, and training services; and antenna, cabling, shelter, and tester solutions. The company is headquartered in Taufkirchen, Germany.
Industrials
Aerospace & Defense
8,986
2022-03-02
0.39