View Financial HealthOHB 配当と自社株買い配当金 基準チェック /06OHB配当を支払う会社であり、現在の利回りは0.15%です。主要情報0.2%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り0.2%配当成長5.2%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向20%最近の配当と自社株買いの更新お知らせ • Mar 31OHB SE announces Annual dividend, payable on June 29, 2026OHB SE announced Annual dividend of EUR 0.6000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.お知らせ • Jun 14OHB SE Approves Annual DividendOHB SE at its AGM held on 12 June 2025 approved dividend payment of EUR 60 cents per share and all nominations for the Supervisory Board. Shareholders will receive a dividend of EUR 60 cents per share for the past fiscal year, the same as in the previous year.お知らせ • Mar 21OHB SE announces Annual dividend, payable on May 30, 2025OHB SE announced Annual dividend of EUR 0.6000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.Upcoming Dividend • May 19Upcoming dividend of €0.60 per share at 1.8% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).お知らせ • Jun 02+ 1 more updateOHB SE Approves Dividend for the Year 2021OHB SE announced that at its AGM held on June 1, 2022, the shareholders approved dividend of EUR 0.48 per share for the year 2021, an increase of EUR 5 cents compared to 2020.Upcoming Dividend • May 26Upcoming dividend of €0.48 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). In line with average of industry peers (1.4%).すべての更新を表示Recent updatesお知らせ • Jun 17OHB SE has filed a Follow-on Equity Offering in the amount of €500 million.OHB SE has filed a Follow-on Equity Offering in the amount of €500 million. Security Name: Ordinary Bearer Shares Security Type: Common Stock Transaction Features: Rights Offering; Rule 144A分析記事 • Jun 17OHB (XTRA:OHB) Stock Looks Rich After €500 Million Rights IssueOHB (XTRA:OHB) has put itself firmly on investors’ radar by announcing a €500 million follow on equity offering through a rights issue, coupled with major shareholders waiving subscription rights. See our latest analysis for OHB. OHB’s share price has been volatile around the €500 million rights issue, with the stock falling 13.34% over the last day and 21.49% over 30 days, but posting a 90 day share price return of 53.23% and a very large 1 year total shareholder return. Together, these...ライブニュース • Jun 16OHB Plans €500 Million Fundraising as Defense and Space Projects ExpandOHB SE plans a €500 million capital increase via a subscription rights offering and private placement to fund expansion, production industrialization, M&A, and investments in launch vehicles and next‑generation space programs. Major shareholders KKR and the Fuchs family intend to waive subscription rights, with KKR set to reduce its stake while remaining majority owner and the Fuchs family maintaining its holding without participating in the raise. OHB has formed a joint venture with Rheinmetall to deliver a secure satellite communication system for the German Armed Forces, extending its activities further into defense infrastructure with an emphasis on cybersecurity and IT security. The capital raise alongside the Rheinmetall partnership indicates that OHB is focusing on larger, more complex space and defense projects and is seeking a higher free float and improved stock liquidity. Investors may want to watch how the share sale and increased free float interact with sentiment around OHB’s growing exposure to NATO and German defense contracts.お知らせ • Jun 10OHB SE Announces Supervisory Board ChangesOHB SE at the AGM held on June 8, 2026, approved the appointment of Dr. Theodor Weimer as a new member of the Supervisory Board for a three-year term. He succeeds Claire Wellby, who stepped down from her position at the conclusion of the Annual General Meeting.お知らせ • Jun 09OHB SE Announces Appointment of Luis Alejandro Orellano as Chief Operating Officer, Effective July 1, 2026OHB SE had appointed Dr. Luis Alejandro Orellano as Chief Operating Officer to the Executive Board to support operational scaling amid accelerating demand in the European space market. Dr. Luis Alejandro Orellano will take charge of the company's day-to-day operations effective July 1, 2026. Throughout his career, Dr. Orellano has built a strong track record in scaling highly complex technology-driven organisations, improving industrial performance and establishing operating models capable of supporting sustained growth in mission-critical industries. As COO at thyssenkrupp Marine Systems, he was responsible for value creation in the complex, long-lasting submarine and frigate programs while simultaneously modernizing the shipyards industrially—with measurable effects on production time, costs, and quality. Subsequently, as Executive Vice President, he steered the Technology Systems division at Rohde & Schwarz back onto a sustainable growth trajectory, increasing the revenue significantly within three years and achieving a profitable result, while establishing a new operating model that accommodates even complex large-scale projects. Prior to that, he spent over 17 years at DaimlerChrysler and Bombardier in technical and operational leadership roles, where he was honored as a "Principal Specialist" - the highest internal recognition for technical leadership within the group. Dr. Orellano holds a Ph.D. in aerospace engineering. He earned his master's degree from the Technical University of Munich and his Ph.D. in fluid mechanics from the University of the German Armed Forces in Munich.ライブニュース • Jun 09OHB Starts Building RAMSES Spacecraft for 2028 Apophis Planetary Defense MissionOHB has started constructing the spacecraft for the RAMSES planetary defense mission targeting asteroid Apophis. The mission is scheduled for launch in 2028, aiming to rendezvous with Apophis ahead of its April 2029 close Earth flyby. This step confirms OHB’s operational role in planetary defense technology and deep-space mission work. This project highlights OHB’s involvement in complex space infrastructure and positions the company within the growing area of planetary defense missions. Investors may want to watch how RAMSES execution, milestones, and any follow-on contracts influence OHB’s order book visibility and long-term project pipeline.お知らせ • May 02OHB SE, Annual General Meeting, Jun 08, 2026OHB SE, Annual General Meeting, Jun 08, 2026, at 10:00 W. Europe Standard Time.お知らせ • Mar 31OHB SE announces Annual dividend, payable on June 29, 2026OHB SE announced Annual dividend of EUR 0.6000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.お知らせ • Jan 22+ 1 more updateOHB SE Provides Earnings Guidance for the Full Year 2028OHB SE provided earnings guidance for the full year 2028. For the year 2028, the company expects total revenues of around EUR 2,000 million. The EBIT margin should reach around 9%.お知らせ • Oct 30OHB SE (XTRA:OHB) acquired the remaining 30% stake in MT Aerospace AG from Apollo Capital Partners GmbH.OHB SE (XTRA:OHB) acquired the remaining 30% stake in MT Aerospace AG from Apollo Capital Partners GmbH on October 29, 2025. Following the acquisition, OHB SE will be the sole shareholder of MT Aerospace AG. OHB SE (XTRA:OHB) completed the acquisition of the remaining 30% stake in MT Aerospace AG from Apollo Capital Partners GmbH on October 29, 2025.お知らせ • Sep 19+ 3 more updatesOHB SE to Report Q2, 2026 Results on Aug 06, 2026OHB SE announced that they will report Q2, 2026 results on Aug 06, 2026お知らせ • Jun 14OHB SE Approves Annual DividendOHB SE at its AGM held on 12 June 2025 approved dividend payment of EUR 60 cents per share and all nominations for the Supervisory Board. Shareholders will receive a dividend of EUR 60 cents per share for the past fiscal year, the same as in the previous year.お知らせ • May 07OHB SE, Annual General Meeting, Jun 12, 2025OHB SE, Annual General Meeting, Jun 12, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 21OHB SE announces Annual dividend, payable on May 30, 2025OHB SE announced Annual dividend of EUR 0.6000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.お知らせ • Oct 29+ 2 more updatesOHB SE to Report First Half, 2025 Results on Aug 07, 2025OHB SE announced that they will report first half, 2025 results on Aug 07, 2025お知らせ • Aug 28OHB Still Plans to Delist from the Stock ExchangeOHB SE (‘OHB’) announced that the takeover offer (‘offer’) by KKR & Co. Inc. (KKR) will be completed now that all offer conditions have been met. All regulatory approvals have been granted. As the next step, KKR will pay the offer consideration in accordance with the terms of the offer document by no later than September 9, 2024. Together with KKR as a minority investor, OHB will continue to implement its growth strategy systematically. The demand for privately funded, cost-efficient, and flexible space solutions is steadily increasing. OHB aims to meet this demand and become the leading full-service provider of space solutions for institutional and commercial customers in Europe. KKR will hold approximately 28.6 % of the company's shares after completion. The Fuchs family has not sold any shares as part of the transaction and continues to hold around 65.4 % of the shares. OHB thus remains an independent German family business, with Marco Fuchs in the role of CEO and the existing management team in place. The remaining approximately 6 % of the shares are in free float. ‘In KKR, we have found the ideal minority investor who supports our long-term growth and with whom we can successfully implement our corporate strategy. We are pleased that the offer is now also being completed. It allows our previous shareholders to benefit from the long-term value increase of OHB and at the same time paves the way for our delisting,’ says Marco Fuchs, CEO of OHB. ‘OHB is the only large space company from Germany that is also at the forefront of European competition. KKR supports the goal of developing OHB into a European Space Champion and making an important contribution to Europe's sovereignty in space,’ says Christian Ollig, Partner and Head of the DACH region at KKR. OHB continues to plan its delisting to facilitate the implementation of its long-term growth strategy as a privately held company.お知らせ • Apr 19OHB SE to Report Fiscal Year 2023 Results on Apr 23, 2024OHB SE announced that they will report fiscal year 2023 results on Apr 23, 2024お知らせ • Apr 17OHB SE to Report Fiscal Year 2023 Final Results on Apr 30, 2024OHB SE announced that they will report fiscal year 2023 final results on Apr 30, 2024お知らせ • Jan 19OHB SE has completed a Follow-on Equity Offering in the amount of €76.859596 million.OHB SE has completed a Follow-on Equity Offering in the amount of €76.859596 million. Security Name: Bearer Common Shares Security Type: Common Stock Securities Offered: 1,746,809 Price\Range: €44 Transaction Features: Subsequent Direct Listingお知らせ • Oct 06OHB To Be Delisted from the Frankfurt Stock Exchange, Upon Completion of the DealEuropean Commission approved on October 5, 2023 a deal that would see US private equity firm KKR & Co acquire a minority stake in German space technology company OHB AG. The transaction relates primarily to the space and technology sector, the Commission said. The regulator concluded that the planned acquisition will not raise competition concerns as the two companies are not active in the same or related markets. Upon completion of the deal, OHB will be delisted from the Frankfurt Stock Exchange.お知らせ • Sep 16OHB to Seek Delisting from the Stock Exchange Upon Successful Completion of the OfferKKR & Co announced that it has launched a tender offer to acquire a minority stake in OHB SE (OHB AG) in a going-private deal. The acceptance period will run until October 17, 2023. In case of a successful completion of the offer, OHB will subsequently seek a delisting from the stock exchange so that “it can more easily implement its long-term strategy as a privately held company”.New Risk • Aug 08New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.4% average weekly change). Large one-off items impacting financial results.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.38 (vs €0.52 in 2Q 2022)Second quarter 2023 results: EPS: €0.38 (down from €0.52 in 2Q 2022). Revenue: €253.9m (flat on 2Q 2022). Net income: €6.62m (down 26% from 2Q 2022). Profit margin: 2.6% (down from 3.5% in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to €42.35, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Aerospace & Defense industry in Germany. Negligible returns to shareholders over past three years.お知らせ • May 27+ 4 more updatesOHB SE to Report Q1, 2024 Results on May 08, 2024OHB SE announced that they will report Q1, 2024 results on May 08, 2024お知らせ • May 26+ 1 more updateOHB SE Announces Management ChangesAt OHB SE's annual general meeting, held on May 25, 2023, the shareholders approved a corresponding resolution proposed by the Management Board and Supervisory Board. Under a further item on the agenda, Raimund Wulf was elected as a new member of the Supervisory Board, succeeding Prof. Heinz Stoewer. Ingo Kramer was re-elected for a further term of appointment; at the Supervisory Board meeting held immediately after the Annual General Meeting, he was elected Deputy Chairman of this body. The Supervisory Board and Management Board announced a further personnel development at annual general meeting: Dr. Markus Moeller was appointed as an additional member of OHB SE's Management Board with effect from July 1, 2023. As of this date, he will be responsible for business development and strategy. In his previous position, he was Vice President responsible for business development at the Thales Group in Paris. Dr. Lutz Bertling will continue to be responsible for the DIGITAL segment as well as for the digitization of the entire Group; he will additionally assume responsibility for M&A.Upcoming Dividend • May 19Upcoming dividend of €0.60 per share at 1.8% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.42 (vs €0.36 in 1Q 2022)First quarter 2023 results: EPS: €0.42 (up from €0.36 in 1Q 2022). Revenue: €201.4m (up 15% from 1Q 2022). Net income: €7.32m (up 16% from 1Q 2022). Profit margin: 3.6% (in line with 1Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 11OHB SE Provides Earnings Guidance for the Year 2023OHB SE provided earnings guidance for the year 2023. For the year, The Management Board expects the OHB Group's consolidated total revenues to amount to EUR 1,176 million in 2023, with EBITDA and EBIT reaching EUR 109 million and EUR 70 million, respectively.Price Target Changed • Mar 21Price target decreased by 8.6% to €40.67Down from €44.50, the current price target is an average from 3 analysts. New target price is 28% above last closing price of €31.85. Stock is down 14% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €1.97 last year.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €1.97 (up from €1.58 in FY 2021). Revenue: €1.00b (up 8.7% from FY 2021). Net income: €32.2m (up 17% from FY 2021). Profit margin: 3.2% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 10.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: €0.62 (up from €0.38 in 3Q 2021). Revenue: €242.7m (up 9.5% from 3Q 2021). Net income: €10.8m (up 64% from 3Q 2021). Profit margin: 4.5% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: €0.62 (up from €0.38 in 3Q 2021). Revenue: €250.1m (up 13% from 3Q 2021). Net income: €10.8m (up 64% from 3Q 2021). Profit margin: 4.3% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €27.75, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Aerospace & Defense industry in Germany. Total loss to shareholders of 13% over the past three years.お知らせ • Aug 24+ 3 more updatesOHB SE to Report Q1, 2023 Results on May 10, 2023OHB SE announced that they will report Q1, 2023 results on May 10, 2023お知らせ • Aug 23OHB SE, Annual General Meeting, May 25, 2023OHB SE, Annual General Meeting, May 25, 2023.Reported Earnings • Aug 15Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: €0.52 (up from €0.29 in 2Q 2021). Revenue: €261.1m (up 26% from 2Q 2021). Net income: €8.98m (up 78% from 2Q 2021). Profit margin: 3.4% (up from 2.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 28%, compared to a 26% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.お知らせ • Jun 09OHB SE Ordinary Shares Deleted from OTC EquityOHB SE Ordinary Shares has been Deleted from OTC Equity effective from June 08, 2022, due to Inactive Security.お知らせ • Jun 02+ 1 more updateOHB SE Approves Dividend for the Year 2021OHB SE announced that at its AGM held on June 1, 2022, the shareholders approved dividend of EUR 0.48 per share for the year 2021, an increase of EUR 5 cents compared to 2020.Upcoming Dividend • May 26Upcoming dividend of €0.48 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). In line with average of industry peers (1.4%).Reported Earnings • May 14First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: €0.36 (down from €0.42 in 1Q 2021). Revenue: €174.7m (down 8.4% from 1Q 2021). Net income: €6.31m (down 13% from 1Q 2021). Profit margin: 3.6% (down from 3.8% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 17%. Earnings per share (EPS) exceeded analyst estimates by 9.1%. Over the next year, revenue is forecast to grow 32%, compared to a 27% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €36.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 10% over the past three years.お知らせ • Jan 19OHB SE Provides Earnings Guidance for the Year 2022, 2023, 2024 and 2025OHB SE provided earnings guidance for the year 2022, 2023, 2024 and 2025. For the year 2022, the company expects total revenues of EUR 1,205 million and EBIT of EUR 60 million.For the year 2023, the company expects total revenues of EUR 1,310 million and EBIT of EUR 77 million.For the year 2024, the company expects total revenues of EUR 1,418 million and EBIT of EUR 96 million.For the year 2025, the company expects total revenues of EUR 1,550 million and EBIT of EUR 124 million.Reported Earnings • Nov 14Third quarter 2021 earnings released: EPS €0.38 (vs €0.34 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: €217.0m (up 15% from 3Q 2020). Net income: €6.59m (up 11% from 3Q 2020). Profit margin: 3.0% (down from 3.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €0.29 (vs €0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €209.5m (up 6.4% from 2Q 2020). Net income: €5.06m (up 11% from 2Q 2020). Profit margin: 2.4% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 27OHB SE Approves Dividend for the Year 2020OHB SE announced that Shareholders will receive a dividend of EUR 0.43 per share for the past fiscal year the same level as before the outbreak of the pandemic.Upcoming Dividend • May 20Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.42 (vs €0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €191.6m (up 8.5% from 1Q 2020). Net income: €7.26m (up 17% from 1Q 2020). Profit margin: 3.8% (up from 3.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.Major Estimate Revision • May 07Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.75 to €1.46. Revenue forecast unchanged from €1.10b at last update. Net income forecast to grow 22% next year vs 60% growth forecast for Aerospace & Defense industry in Germany. Consensus price target of €42.67 unchanged from last update. Share price was steady at €35.30 over the past week.Reported Earnings • Apr 04Full year 2020 earnings released: EPS €1.20 (vs €1.47 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €894.6m (down 12% from FY 2019). Net income: €20.9m (down 18% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Mar 19Full year 2020 earnings released: EPS €1.20 (vs €1.47 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €901.4m (down 11% from FY 2019). Net income: €20.9m (down 18% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.Major Estimate Revision • Mar 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.76 to €1.49 per share. Revenue forecast steady at €1.10b. Net income forecast to grow 19% next year vs 40% growth forecast for Aerospace & Defense industry in Germany. Consensus price target of €43.67 unchanged from last update. Share price rose 2.3% to €36.15 over the past week.お知らせ • Mar 10OHB SE to Report Fiscal Year 2020 Results on Mar 17, 2021OHB SE announced that they will report fiscal year 2020 results on Mar 17, 2021Is New 90 Day High Low • Feb 18New 90-day low: €36.05The company is down 12% from its price of €40.80 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.23 per share.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €46.00, the stock is trading at a trailing P/E ratio of 36x, up from the previous P/E ratio of 31.1x. This compares to an average P/E of 22x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past three years is a loss of 1.2%.Is New 90 Day High Low • Jan 14New 90-day high: €44.25The company is up 14% from its price of €38.65 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Aerospace & Defense industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.88 per share.お知らせ • Nov 21+ 2 more updatesOHB SE to Report First Half, 2021 Results on Aug 11, 2021OHB SE announced that they will report first half, 2021 results on Aug 11, 2021お知らせ • Nov 20OHB SE, Annual General Meeting, May 26, 2021OHB SE, Annual General Meeting, May 26, 2021.Price Target Changed • Nov 16Price target raised to €46.75Up from €42.25, the current price target is an average from 4 analysts. The new target price is 18% above the current share price of €39.60. As of last close, the stock is up 3.7% over the past year.Analyst Estimate Surprise Post Earnings • Nov 13Revenue and earnings miss expectationsRevenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 25% compared to a 7.9% decline forecast for the Aerospace & Defense industry in Germany.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.34The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €204.4m (down 13% from 3Q 2019). Net income: €5.93m (down 27% from 3Q 2019). Profit margin: 2.9% (down from 3.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.決済の安定と成長配当データの取得安定した配当: OHBはGerman市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: OHBはGerman市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場OHB 配当利回り対市場OHB 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (OHB)0.2%市場下位25% (DE)1.5%市場トップ25% (DE)4.7%業界平均 (Aerospace & Defense)0.9%アナリスト予想 (OHB) (最長3年)0.2%注目すべき配当: OHBの配当金 ( 0.15% ) はGerman市場の配当金支払者の下位 25% ( 1.48% ) と比べると目立ったものではありません。高配当: OHBの配当金 ( 0.15% ) はGerman市場の配当金支払者の上位 25% ( 4.74% ) と比較すると低いです。株主への利益配当収益カバレッジ: OHB German市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: OHB German市場において目立った配当金を支払っていません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/22 19:59終値2026/06/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋OHB SE 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Richard SchrammHSBCHenry WendischNuWays AGSimon KellerNuWays AG1 その他のアナリストを表示
お知らせ • Mar 31OHB SE announces Annual dividend, payable on June 29, 2026OHB SE announced Annual dividend of EUR 0.6000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.
お知らせ • Jun 14OHB SE Approves Annual DividendOHB SE at its AGM held on 12 June 2025 approved dividend payment of EUR 60 cents per share and all nominations for the Supervisory Board. Shareholders will receive a dividend of EUR 60 cents per share for the past fiscal year, the same as in the previous year.
お知らせ • Mar 21OHB SE announces Annual dividend, payable on May 30, 2025OHB SE announced Annual dividend of EUR 0.6000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.
Upcoming Dividend • May 19Upcoming dividend of €0.60 per share at 1.8% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
お知らせ • Jun 02+ 1 more updateOHB SE Approves Dividend for the Year 2021OHB SE announced that at its AGM held on June 1, 2022, the shareholders approved dividend of EUR 0.48 per share for the year 2021, an increase of EUR 5 cents compared to 2020.
Upcoming Dividend • May 26Upcoming dividend of €0.48 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). In line with average of industry peers (1.4%).
お知らせ • Jun 17OHB SE has filed a Follow-on Equity Offering in the amount of €500 million.OHB SE has filed a Follow-on Equity Offering in the amount of €500 million. Security Name: Ordinary Bearer Shares Security Type: Common Stock Transaction Features: Rights Offering; Rule 144A
分析記事 • Jun 17OHB (XTRA:OHB) Stock Looks Rich After €500 Million Rights IssueOHB (XTRA:OHB) has put itself firmly on investors’ radar by announcing a €500 million follow on equity offering through a rights issue, coupled with major shareholders waiving subscription rights. See our latest analysis for OHB. OHB’s share price has been volatile around the €500 million rights issue, with the stock falling 13.34% over the last day and 21.49% over 30 days, but posting a 90 day share price return of 53.23% and a very large 1 year total shareholder return. Together, these...
ライブニュース • Jun 16OHB Plans €500 Million Fundraising as Defense and Space Projects ExpandOHB SE plans a €500 million capital increase via a subscription rights offering and private placement to fund expansion, production industrialization, M&A, and investments in launch vehicles and next‑generation space programs. Major shareholders KKR and the Fuchs family intend to waive subscription rights, with KKR set to reduce its stake while remaining majority owner and the Fuchs family maintaining its holding without participating in the raise. OHB has formed a joint venture with Rheinmetall to deliver a secure satellite communication system for the German Armed Forces, extending its activities further into defense infrastructure with an emphasis on cybersecurity and IT security. The capital raise alongside the Rheinmetall partnership indicates that OHB is focusing on larger, more complex space and defense projects and is seeking a higher free float and improved stock liquidity. Investors may want to watch how the share sale and increased free float interact with sentiment around OHB’s growing exposure to NATO and German defense contracts.
お知らせ • Jun 10OHB SE Announces Supervisory Board ChangesOHB SE at the AGM held on June 8, 2026, approved the appointment of Dr. Theodor Weimer as a new member of the Supervisory Board for a three-year term. He succeeds Claire Wellby, who stepped down from her position at the conclusion of the Annual General Meeting.
お知らせ • Jun 09OHB SE Announces Appointment of Luis Alejandro Orellano as Chief Operating Officer, Effective July 1, 2026OHB SE had appointed Dr. Luis Alejandro Orellano as Chief Operating Officer to the Executive Board to support operational scaling amid accelerating demand in the European space market. Dr. Luis Alejandro Orellano will take charge of the company's day-to-day operations effective July 1, 2026. Throughout his career, Dr. Orellano has built a strong track record in scaling highly complex technology-driven organisations, improving industrial performance and establishing operating models capable of supporting sustained growth in mission-critical industries. As COO at thyssenkrupp Marine Systems, he was responsible for value creation in the complex, long-lasting submarine and frigate programs while simultaneously modernizing the shipyards industrially—with measurable effects on production time, costs, and quality. Subsequently, as Executive Vice President, he steered the Technology Systems division at Rohde & Schwarz back onto a sustainable growth trajectory, increasing the revenue significantly within three years and achieving a profitable result, while establishing a new operating model that accommodates even complex large-scale projects. Prior to that, he spent over 17 years at DaimlerChrysler and Bombardier in technical and operational leadership roles, where he was honored as a "Principal Specialist" - the highest internal recognition for technical leadership within the group. Dr. Orellano holds a Ph.D. in aerospace engineering. He earned his master's degree from the Technical University of Munich and his Ph.D. in fluid mechanics from the University of the German Armed Forces in Munich.
ライブニュース • Jun 09OHB Starts Building RAMSES Spacecraft for 2028 Apophis Planetary Defense MissionOHB has started constructing the spacecraft for the RAMSES planetary defense mission targeting asteroid Apophis. The mission is scheduled for launch in 2028, aiming to rendezvous with Apophis ahead of its April 2029 close Earth flyby. This step confirms OHB’s operational role in planetary defense technology and deep-space mission work. This project highlights OHB’s involvement in complex space infrastructure and positions the company within the growing area of planetary defense missions. Investors may want to watch how RAMSES execution, milestones, and any follow-on contracts influence OHB’s order book visibility and long-term project pipeline.
お知らせ • May 02OHB SE, Annual General Meeting, Jun 08, 2026OHB SE, Annual General Meeting, Jun 08, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Mar 31OHB SE announces Annual dividend, payable on June 29, 2026OHB SE announced Annual dividend of EUR 0.6000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.
お知らせ • Jan 22+ 1 more updateOHB SE Provides Earnings Guidance for the Full Year 2028OHB SE provided earnings guidance for the full year 2028. For the year 2028, the company expects total revenues of around EUR 2,000 million. The EBIT margin should reach around 9%.
お知らせ • Oct 30OHB SE (XTRA:OHB) acquired the remaining 30% stake in MT Aerospace AG from Apollo Capital Partners GmbH.OHB SE (XTRA:OHB) acquired the remaining 30% stake in MT Aerospace AG from Apollo Capital Partners GmbH on October 29, 2025. Following the acquisition, OHB SE will be the sole shareholder of MT Aerospace AG. OHB SE (XTRA:OHB) completed the acquisition of the remaining 30% stake in MT Aerospace AG from Apollo Capital Partners GmbH on October 29, 2025.
お知らせ • Sep 19+ 3 more updatesOHB SE to Report Q2, 2026 Results on Aug 06, 2026OHB SE announced that they will report Q2, 2026 results on Aug 06, 2026
お知らせ • Jun 14OHB SE Approves Annual DividendOHB SE at its AGM held on 12 June 2025 approved dividend payment of EUR 60 cents per share and all nominations for the Supervisory Board. Shareholders will receive a dividend of EUR 60 cents per share for the past fiscal year, the same as in the previous year.
お知らせ • May 07OHB SE, Annual General Meeting, Jun 12, 2025OHB SE, Annual General Meeting, Jun 12, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 21OHB SE announces Annual dividend, payable on May 30, 2025OHB SE announced Annual dividend of EUR 0.6000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.
お知らせ • Oct 29+ 2 more updatesOHB SE to Report First Half, 2025 Results on Aug 07, 2025OHB SE announced that they will report first half, 2025 results on Aug 07, 2025
お知らせ • Aug 28OHB Still Plans to Delist from the Stock ExchangeOHB SE (‘OHB’) announced that the takeover offer (‘offer’) by KKR & Co. Inc. (KKR) will be completed now that all offer conditions have been met. All regulatory approvals have been granted. As the next step, KKR will pay the offer consideration in accordance with the terms of the offer document by no later than September 9, 2024. Together with KKR as a minority investor, OHB will continue to implement its growth strategy systematically. The demand for privately funded, cost-efficient, and flexible space solutions is steadily increasing. OHB aims to meet this demand and become the leading full-service provider of space solutions for institutional and commercial customers in Europe. KKR will hold approximately 28.6 % of the company's shares after completion. The Fuchs family has not sold any shares as part of the transaction and continues to hold around 65.4 % of the shares. OHB thus remains an independent German family business, with Marco Fuchs in the role of CEO and the existing management team in place. The remaining approximately 6 % of the shares are in free float. ‘In KKR, we have found the ideal minority investor who supports our long-term growth and with whom we can successfully implement our corporate strategy. We are pleased that the offer is now also being completed. It allows our previous shareholders to benefit from the long-term value increase of OHB and at the same time paves the way for our delisting,’ says Marco Fuchs, CEO of OHB. ‘OHB is the only large space company from Germany that is also at the forefront of European competition. KKR supports the goal of developing OHB into a European Space Champion and making an important contribution to Europe's sovereignty in space,’ says Christian Ollig, Partner and Head of the DACH region at KKR. OHB continues to plan its delisting to facilitate the implementation of its long-term growth strategy as a privately held company.
お知らせ • Apr 19OHB SE to Report Fiscal Year 2023 Results on Apr 23, 2024OHB SE announced that they will report fiscal year 2023 results on Apr 23, 2024
お知らせ • Apr 17OHB SE to Report Fiscal Year 2023 Final Results on Apr 30, 2024OHB SE announced that they will report fiscal year 2023 final results on Apr 30, 2024
お知らせ • Jan 19OHB SE has completed a Follow-on Equity Offering in the amount of €76.859596 million.OHB SE has completed a Follow-on Equity Offering in the amount of €76.859596 million. Security Name: Bearer Common Shares Security Type: Common Stock Securities Offered: 1,746,809 Price\Range: €44 Transaction Features: Subsequent Direct Listing
お知らせ • Oct 06OHB To Be Delisted from the Frankfurt Stock Exchange, Upon Completion of the DealEuropean Commission approved on October 5, 2023 a deal that would see US private equity firm KKR & Co acquire a minority stake in German space technology company OHB AG. The transaction relates primarily to the space and technology sector, the Commission said. The regulator concluded that the planned acquisition will not raise competition concerns as the two companies are not active in the same or related markets. Upon completion of the deal, OHB will be delisted from the Frankfurt Stock Exchange.
お知らせ • Sep 16OHB to Seek Delisting from the Stock Exchange Upon Successful Completion of the OfferKKR & Co announced that it has launched a tender offer to acquire a minority stake in OHB SE (OHB AG) in a going-private deal. The acceptance period will run until October 17, 2023. In case of a successful completion of the offer, OHB will subsequently seek a delisting from the stock exchange so that “it can more easily implement its long-term strategy as a privately held company”.
New Risk • Aug 08New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.4% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.38 (vs €0.52 in 2Q 2022)Second quarter 2023 results: EPS: €0.38 (down from €0.52 in 2Q 2022). Revenue: €253.9m (flat on 2Q 2022). Net income: €6.62m (down 26% from 2Q 2022). Profit margin: 2.6% (down from 3.5% in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to €42.35, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Aerospace & Defense industry in Germany. Negligible returns to shareholders over past three years.
お知らせ • May 27+ 4 more updatesOHB SE to Report Q1, 2024 Results on May 08, 2024OHB SE announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • May 26+ 1 more updateOHB SE Announces Management ChangesAt OHB SE's annual general meeting, held on May 25, 2023, the shareholders approved a corresponding resolution proposed by the Management Board and Supervisory Board. Under a further item on the agenda, Raimund Wulf was elected as a new member of the Supervisory Board, succeeding Prof. Heinz Stoewer. Ingo Kramer was re-elected for a further term of appointment; at the Supervisory Board meeting held immediately after the Annual General Meeting, he was elected Deputy Chairman of this body. The Supervisory Board and Management Board announced a further personnel development at annual general meeting: Dr. Markus Moeller was appointed as an additional member of OHB SE's Management Board with effect from July 1, 2023. As of this date, he will be responsible for business development and strategy. In his previous position, he was Vice President responsible for business development at the Thales Group in Paris. Dr. Lutz Bertling will continue to be responsible for the DIGITAL segment as well as for the digitization of the entire Group; he will additionally assume responsibility for M&A.
Upcoming Dividend • May 19Upcoming dividend of €0.60 per share at 1.8% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.42 (vs €0.36 in 1Q 2022)First quarter 2023 results: EPS: €0.42 (up from €0.36 in 1Q 2022). Revenue: €201.4m (up 15% from 1Q 2022). Net income: €7.32m (up 16% from 1Q 2022). Profit margin: 3.6% (in line with 1Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 11OHB SE Provides Earnings Guidance for the Year 2023OHB SE provided earnings guidance for the year 2023. For the year, The Management Board expects the OHB Group's consolidated total revenues to amount to EUR 1,176 million in 2023, with EBITDA and EBIT reaching EUR 109 million and EUR 70 million, respectively.
Price Target Changed • Mar 21Price target decreased by 8.6% to €40.67Down from €44.50, the current price target is an average from 3 analysts. New target price is 28% above last closing price of €31.85. Stock is down 14% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €1.97 last year.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €1.97 (up from €1.58 in FY 2021). Revenue: €1.00b (up 8.7% from FY 2021). Net income: €32.2m (up 17% from FY 2021). Profit margin: 3.2% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 10.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: €0.62 (up from €0.38 in 3Q 2021). Revenue: €242.7m (up 9.5% from 3Q 2021). Net income: €10.8m (up 64% from 3Q 2021). Profit margin: 4.5% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: €0.62 (up from €0.38 in 3Q 2021). Revenue: €250.1m (up 13% from 3Q 2021). Net income: €10.8m (up 64% from 3Q 2021). Profit margin: 4.3% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €27.75, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Aerospace & Defense industry in Germany. Total loss to shareholders of 13% over the past three years.
お知らせ • Aug 24+ 3 more updatesOHB SE to Report Q1, 2023 Results on May 10, 2023OHB SE announced that they will report Q1, 2023 results on May 10, 2023
お知らせ • Aug 23OHB SE, Annual General Meeting, May 25, 2023OHB SE, Annual General Meeting, May 25, 2023.
Reported Earnings • Aug 15Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: €0.52 (up from €0.29 in 2Q 2021). Revenue: €261.1m (up 26% from 2Q 2021). Net income: €8.98m (up 78% from 2Q 2021). Profit margin: 3.4% (up from 2.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 28%, compared to a 26% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
お知らせ • Jun 09OHB SE Ordinary Shares Deleted from OTC EquityOHB SE Ordinary Shares has been Deleted from OTC Equity effective from June 08, 2022, due to Inactive Security.
お知らせ • Jun 02+ 1 more updateOHB SE Approves Dividend for the Year 2021OHB SE announced that at its AGM held on June 1, 2022, the shareholders approved dividend of EUR 0.48 per share for the year 2021, an increase of EUR 5 cents compared to 2020.
Upcoming Dividend • May 26Upcoming dividend of €0.48 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). In line with average of industry peers (1.4%).
Reported Earnings • May 14First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: €0.36 (down from €0.42 in 1Q 2021). Revenue: €174.7m (down 8.4% from 1Q 2021). Net income: €6.31m (down 13% from 1Q 2021). Profit margin: 3.6% (down from 3.8% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 17%. Earnings per share (EPS) exceeded analyst estimates by 9.1%. Over the next year, revenue is forecast to grow 32%, compared to a 27% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €36.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 10% over the past three years.
お知らせ • Jan 19OHB SE Provides Earnings Guidance for the Year 2022, 2023, 2024 and 2025OHB SE provided earnings guidance for the year 2022, 2023, 2024 and 2025. For the year 2022, the company expects total revenues of EUR 1,205 million and EBIT of EUR 60 million.For the year 2023, the company expects total revenues of EUR 1,310 million and EBIT of EUR 77 million.For the year 2024, the company expects total revenues of EUR 1,418 million and EBIT of EUR 96 million.For the year 2025, the company expects total revenues of EUR 1,550 million and EBIT of EUR 124 million.
Reported Earnings • Nov 14Third quarter 2021 earnings released: EPS €0.38 (vs €0.34 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: €217.0m (up 15% from 3Q 2020). Net income: €6.59m (up 11% from 3Q 2020). Profit margin: 3.0% (down from 3.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €0.29 (vs €0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €209.5m (up 6.4% from 2Q 2020). Net income: €5.06m (up 11% from 2Q 2020). Profit margin: 2.4% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 27OHB SE Approves Dividend for the Year 2020OHB SE announced that Shareholders will receive a dividend of EUR 0.43 per share for the past fiscal year the same level as before the outbreak of the pandemic.
Upcoming Dividend • May 20Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).
Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.42 (vs €0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €191.6m (up 8.5% from 1Q 2020). Net income: €7.26m (up 17% from 1Q 2020). Profit margin: 3.8% (up from 3.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
Major Estimate Revision • May 07Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.75 to €1.46. Revenue forecast unchanged from €1.10b at last update. Net income forecast to grow 22% next year vs 60% growth forecast for Aerospace & Defense industry in Germany. Consensus price target of €42.67 unchanged from last update. Share price was steady at €35.30 over the past week.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS €1.20 (vs €1.47 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €894.6m (down 12% from FY 2019). Net income: €20.9m (down 18% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Mar 19Full year 2020 earnings released: EPS €1.20 (vs €1.47 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €901.4m (down 11% from FY 2019). Net income: €20.9m (down 18% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.
Major Estimate Revision • Mar 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.76 to €1.49 per share. Revenue forecast steady at €1.10b. Net income forecast to grow 19% next year vs 40% growth forecast for Aerospace & Defense industry in Germany. Consensus price target of €43.67 unchanged from last update. Share price rose 2.3% to €36.15 over the past week.
お知らせ • Mar 10OHB SE to Report Fiscal Year 2020 Results on Mar 17, 2021OHB SE announced that they will report fiscal year 2020 results on Mar 17, 2021
Is New 90 Day High Low • Feb 18New 90-day low: €36.05The company is down 12% from its price of €40.80 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.23 per share.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €46.00, the stock is trading at a trailing P/E ratio of 36x, up from the previous P/E ratio of 31.1x. This compares to an average P/E of 22x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past three years is a loss of 1.2%.
Is New 90 Day High Low • Jan 14New 90-day high: €44.25The company is up 14% from its price of €38.65 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Aerospace & Defense industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.88 per share.
お知らせ • Nov 21+ 2 more updatesOHB SE to Report First Half, 2021 Results on Aug 11, 2021OHB SE announced that they will report first half, 2021 results on Aug 11, 2021
お知らせ • Nov 20OHB SE, Annual General Meeting, May 26, 2021OHB SE, Annual General Meeting, May 26, 2021.
Price Target Changed • Nov 16Price target raised to €46.75Up from €42.25, the current price target is an average from 4 analysts. The new target price is 18% above the current share price of €39.60. As of last close, the stock is up 3.7% over the past year.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue and earnings miss expectationsRevenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 25% compared to a 7.9% decline forecast for the Aerospace & Defense industry in Germany.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.34The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €204.4m (down 13% from 3Q 2019). Net income: €5.93m (down 27% from 3Q 2019). Profit margin: 2.9% (down from 3.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.