Hensoldt AG·Industrials
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
2022-03-07
0.39

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.

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.

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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.