View ValuationHensoldt 将来の成長Future 基準チェック /56Hensoldt利益と収益がそれぞれ年間30%と16.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.1% 30%なると予測されています。主要情報30.0%収益成長率30.02%EPS成長率Aerospace & Defense 収益成長11.7%収益成長率16.7%将来の株主資本利益率26.15%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • May 18Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (1.4%).Reported Earnings • May 07First quarter 2026 earnings released: €0.16 loss per share (vs €0.26 loss in 1Q 2025)First quarter 2026 results: €0.16 loss per share (improved from €0.26 loss in 1Q 2025). Revenue: €496.0m (up 26% from 1Q 2025). Net loss: €19.0m (loss narrowed 37% from 1Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.Buy Or Sell Opportunity • Apr 17Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €71.84. The fair value is estimated to be €97.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 6.9%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.お知らせ • Apr 09Hensoldt AG, Annual General Meeting, May 22, 2026Hensoldt AG, Annual General Meeting, May 22, 2026, at 10:00 W. Europe Standard Time.Declared Dividend • Mar 04Dividend increased to €0.55Dividend of €0.55 is 10% higher than last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 47%. Cash payout ratio: 26%.Reported Earnings • Feb 27Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.46b (up 9.6% from FY 2024). Net income: €89.0m (down 18% from FY 2024). Profit margin: 3.6% (down from 4.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.お知らせ • Jan 30Hensoldt Ag Announces Executive ChangesHENSOLDT AG has appointed Inka Tews (55) as Chief Human Resources Officer (CHRO) with effect from May 1, 2026. She will be responsible for the global HR organisation, facility management, including corporate security, and sustainability. Tews succeeds Lars Immisch, who is leaving the company at the end of March 2026 for health reasons. Inka Tews has over 25 years of experience in human resources management at international technology companies. Most recently, she was Senior Vice President Human Resources, heading up global HR departments with a focus on business partnering at Infineon Technologies. There, she played a key role in shaping personnel structures for global growth and transformation phases. Her career also includes several years of management experience in North America and in-depth expertise in organisational development and post-merger integration. At the same time, the company bids farewell to Lars Immisch, who stepped down from the Executive Board at the turn of 2025/26.お知らせ • Dec 22Hensoldt AG to Report Q1, 2026 Results on May 06, 2026Hensoldt AG announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Dec 12Henoldt, Lufthansa Technik Defense and Bombardier Defense Announce First Aircraft Lands in GermanyHENSOLDT, Lufthansa Technik Defense and Bombardier Defense have reached another key milestone in the PEGASUS (Persistent German Airborne Surveillance System) programme: the first aircraft has successfully arrived in Germany. Following its transatlantic flight from Bombardier's facility in Wichita, Kansas, the aircraft has landed at Lufthansa Technek's headquarters in Hamburg last week, where the next major phase of the programme will now begin. Led by national electromagnetic warfare champion HENSOLDT and employing the extensive special mission aircraft capabilities of Lufthansa TechnIK, the German MRO (Maintenance, Repair and Overhaul) specialist, and of Bombardier, the Canadian aircraft manufacturer, the PEGASUS programme will provide the German Armed Forces (Bundeswehr) with a airborne signals intelligence (SIGINT) capability. The arrival of the first aircraft marks the transition from platform design and development in the United States to the mission system integration and certification phase in Germany. HENSOLDT acts as general contractor and holds overall responsibility for the realisation of the PEGASUS weapon system itself as well as the ground station, training facility and data analysis capabilities. Lufthansa Technika Defense serves as prime subcontractor, procuring and modifying the aircraft and integrating the reconnaissance system developed by HENSOLDT. Bombardier Defense provides the high-performance Global 6000 platform and supports the programme with its engineering and flight-testing expertise.New Risk • Dec 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Share price has been highly volatile over the past 3 months (7.2% average weekly change).お知らせ • Nov 25+ 1 more updateHensoldt AG to Report First Half, 2026 Results on Jul 31, 2026Hensoldt AG announced that they will report first half, 2026 results on Jul 31, 2026Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €69.50, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 25x in the Aerospace & Defense industry in Europe. Total returns to shareholders of 92% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €124 per share.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €0.11 (vs €0.19 loss in 3Q 2024)Third quarter 2025 results: EPS: €0.11 (up from €0.19 loss in 3Q 2024). Revenue: €592.0m (up 12% from 3Q 2024). Net income: €12.0m (up €34.0m from 3Q 2024). Profit margin: 2.0% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.お知らせ • Nov 08Hensoldt AG to Report Fiscal Year 2025 Final Results on Mar 26, 2026Hensoldt AG announced that they will report fiscal year 2025 final results on Mar 26, 2026お知らせ • Nov 07Hensoldt AG to Report Fiscal Year 2025 Results on Feb 26, 2026Hensoldt AG announced that they will report fiscal year 2025 results on Feb 26, 2026Buy Or Sell Opportunity • Oct 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €92.10. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Buy Or Sell Opportunity • Sep 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €92.95. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 28% to €91.50. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Reported Earnings • Aug 01Second quarter 2025 earnings released: €0.10 loss per share (vs €0.081 loss in 2Q 2024)Second quarter 2025 results: €0.10 loss per share (further deteriorated from €0.081 loss in 2Q 2024). Revenue: €549.0m (up 5.6% from 2Q 2024). Net loss: €12.0m (loss widened 20% from 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.Buy Or Sell Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock has risen 47% to €92.10. The fair value is estimated to be €116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.7%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.お知らせ • May 29Hensoldt AG Approves DividendHENSOLDT AG successfully held its Annual General Meeting on 27 May 2025. The shareholders approved the proposed appropriation of net profit, including the distribution of a dividend of €0.50 per dividend-bearing share.Reported Earnings • May 07First quarter 2025 earnings released: €0.26 loss per share (vs €0.13 loss in 1Q 2024)First quarter 2025 results: €0.26 loss per share (further deteriorated from €0.13 loss in 1Q 2024). Revenue: €395.0m (up 20% from 1Q 2024). Net loss: €30.0m (loss widened 100% from 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.お知らせ • Apr 10Hensoldt AG, Annual General Meeting, May 27, 2025Hensoldt AG, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 28Full year 2024 earnings released: EPS: €0.93 (vs €0.53 in FY 2023)Full year 2024 results: EPS: €0.93 (up from €0.53 in FY 2023). Revenue: €2.24b (up 21% from FY 2023). Net income: €108.0m (up 93% from FY 2023). Profit margin: 4.8% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.Buy Or Sell Opportunity • Mar 10Now 20% undervaluedOver the last 90 days, the stock has risen 83% to €62.30. The fair value is estimated to be €78.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 37%After last week's 37% share price gain to €73.35, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 23x in the Aerospace & Defense industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €77.44 per share.お知らせ • Feb 28Hensoldt AG announces Annual dividend, payable on May 30, 2025Hensoldt AG announced Annual dividend of EUR 0.5000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.Reported Earnings • Feb 27Full year 2024 earnings releasedFull year 2024 results: Revenue: €2.24b (up 21% from FY 2023). Net income: €108.0m (up 100% from FY 2023). Profit margin: 4.8% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Aerospace & Defense industry in Europe.New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.6% 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 (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin).お知らせ • Jan 21+ 2 more updatesHensoldt AG to Report First Half, 2025 Results on Jul 31, 2025Hensoldt AG announced that they will report first half, 2025 results on Jul 31, 2025お知らせ • Dec 10Hensoldt AG to Report Fiscal Year 2024 Final Results on Mar 27, 2025Hensoldt AG announced that they will report fiscal year 2024 final results on Mar 27, 2025お知らせ • Nov 06Hensoldt AG to Report Fiscal Year 2024 Results on Feb 27, 2025Hensoldt AG announced that they will report fiscal year 2024 results on Feb 27, 2025New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% 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 (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).Reported Earnings • Jul 28Second quarter 2024 earnings released: €0.081 loss per share (vs €0.028 profit in 2Q 2023)Second quarter 2024 results: €0.081 loss per share (down from €0.028 profit in 2Q 2023). Revenue: €520.0m (up 34% from 2Q 2023). Net loss: €10.0m (down 433% from profit in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Aerospace & Defense industry in Italy.お知らせ • Jul 12Hensoldt AG Announces Resignation of Celia Pelaz as Member of the Management Board At the End of August 31, 2024Hensoldt AG announced that Celia Pelaz will resign from her position as a member of the Management Board of the company at the end of August 31, 2024 and leave the company. Celia Pelaz has been a member of the Management Board of Hensoldt since July 1, 2021, initially as Chief Strategy Officer and since April 1, 2024 as Chief Operating Officer.Reported Earnings • May 07First quarter 2024 earnings released: €0.13 loss per share (vs €0.19 loss in 1Q 2023)First quarter 2024 results: €0.13 loss per share (improved from €0.19 loss in 1Q 2023). Revenue: €329.0m (down 2.7% from 1Q 2023). Net loss: €15.0m (loss narrowed 25% from 1Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Aerospace & Defense industry in Italy.お知らせ • Apr 04Hensoldt AG (XTRA:5UH) completed the acquisition of ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG.Hensoldt AG (XTRA:5UH) signed a definitive agreement to acquire ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG for an enterprise value of €675 million on December 5, 2023. HENSOLDT is acquiring 100% of ESG for an enterprise value of €675 million plus an earn-out of up to €55 million based on specific performance targets to December 31, 2024. HENSOLDT intends to finance the acquisition through a capital increase from authorized capital of up to 10% of the current share capital and new debt in the amount of approximately €450 million. The Federal Republic of Germany, indirectly acting through Kreditanstalt für Wiederaufbau (KfW), holding 25.1% of the shares in HENSOLDT, intends to participate in the potential capital increase pro rata to its shareholding quota. The transaction has full support of HENSOLDTs two key shareholders the Federal Republic of Germany and Leonardo S.p.A. The acquisition is expected to be completed in H1 2024, subject to certain conditions, including obtaining necessary regulatory approvals. As of February 8, 2024, the Bundeskartellamt, a German Regulator has approved the takeover by Hensoldt. Management Board and Supervisory Board of HENSOLDT have unanimously approved the acquisition. HENSOLDT is advised by Deutsche Bank AG as financial advisor and Gleiss Lutz and Hengeler Mueller as legal advisor. Thomas Ingenhoven, Thomas Kleinheisterkamp, Thomas Möller and Tristram Gargent of Milbank LLP acted as legal advisor to Hensoldt and advised on the financing of the acquisition of ESG. Ernst & Young Gmbh WirtschaftsprÜFungsgesellschaft acted as financial advisor and due diligence provider to Armira Partners GmbH & Co KG. Ralf Morshäuser, Patrick Mossler, Vanessa Rendtorff, Stefan Mayer, Marcus Reischl, Andreas Neun, Jacob von Andreae, Eva Koch, Matthias Werner, Steffen Krieger and Manuel Klar of Gleiss Lutz acted as legal advisor to Hensoldt AG. Hensoldt AG (XTRA:5UH) completed the acquisition of ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG on April 3, 2024.お知らせ • Mar 25Hensoldt AG to Report Q3, 2024 Results on Nov 06, 2024Hensoldt AG announced that they will report Q3, 2024 results on Nov 06, 2024お知らせ • Feb 23Hensoldt AG to Report Q1, 2024 Results on May 07, 2024Hensoldt AG announced that they will report Q1, 2024 results on May 07, 2024お知らせ • Dec 19+ 1 more updateHensoldt AG to Report Fiscal Year 2023 Results on Mar 22, 2024Hensoldt AG announced that they will report fiscal year 2023 results on Mar 22, 2024お知らせ • Dec 06Hensoldt AG (XTRA:5UH) signed a definitive agreement to acquire ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG.Hensoldt AG (XTRA:5UH) signed a definitive agreement to acquire ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG on December 5, 2023. HENSOLDT is acquiring 100% of ESG for an enterprise value of EUR 675 million plus an earn-out of up to EUR 55 million based on specific performance targets to 31 December 2024. HENSOLDT intends to finance the acquisition through a capital increase from authorized capital of up to 10% of the current share capital and new debt in the amount of approximately EUR 450 million. The Federal Republic of Germany, indirectly acting through Kreditanstalt für Wiederaufbau (KfW), holding 25.1% of the shares in HENSOLDT, intends to participate in the potential capital increase pro rata to its shareholding quota. The transaction has full support of HENSOLDTs two key shareholders the Federal Republic of Germany and Leonardo S.p.A. The acquisition is expected to be completed in H1 2024, subject to certain conditions, including obtaining necessary regulatory approvals. HENSOLDT is advised by Deutsche Bank AG as financial advisor and Gleiss Lutz and Hengeler Mueller as legal advisor.業績と収益の成長予測BIT:1HENS - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,8333253045911112/31/20273,2122432384921212/31/20262,753159167438133/31/20262,556100266498N/A12/31/20252,45589244450N/A9/30/20252,399124192394N/A6/30/20252,33590111317N/A3/31/20252,3069286293N/A12/31/20242,240108112311N/A9/30/20242,0881268242N/A6/30/20241,9704995236N/A3/31/20241,83862188306N/A12/31/20231,84756153267N/A9/30/20231,7437648146N/A6/30/20231,75177159258N/A3/31/20231,75974132230N/A12/31/20221,70778149244N/A9/30/20221,72476204300N/A6/30/20221,67074107204N/A3/31/20221,55169120223N/A12/31/20211,47463198299N/A9/30/20211,345399109N/A6/30/20211,253-421116N/A3/31/20211,219-1886179N/A12/31/20201,207-65100197N/A9/30/20201,151-7783178N/A6/30/20201,139-5088183N/A3/31/20201,103-4716102N/A12/31/20191,1146N/A83N/A12/31/20181,110-61N/A66N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1HENSの予測収益成長率 (年間30% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1HENSの収益 ( 30% ) はItalian市場 ( 11.2% ) よりも速いペースで成長すると予測されています。高成長収益: 1HENSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1HENSの収益 ( 16.7% ) Italian市場 ( 5.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 1HENSの収益 ( 16.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1HENSの 自己資本利益率 は、3年後には高くなると予測されています ( 26.1 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/05/26 10:47終値2026/05/26 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Hensoldt AG 13 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。19 アナリスト機関Afonso OsorioBarclaysSebastian GroweBNP ParibasBenjamin HeelanBofA Global Research16 その他のアナリストを表示
Upcoming Dividend • May 18Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (1.4%).
Reported Earnings • May 07First quarter 2026 earnings released: €0.16 loss per share (vs €0.26 loss in 1Q 2025)First quarter 2026 results: €0.16 loss per share (improved from €0.26 loss in 1Q 2025). Revenue: €496.0m (up 26% from 1Q 2025). Net loss: €19.0m (loss narrowed 37% from 1Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
Buy Or Sell Opportunity • Apr 17Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €71.84. The fair value is estimated to be €97.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 6.9%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
お知らせ • Apr 09Hensoldt AG, Annual General Meeting, May 22, 2026Hensoldt AG, Annual General Meeting, May 22, 2026, at 10:00 W. Europe Standard Time.
Declared Dividend • Mar 04Dividend increased to €0.55Dividend of €0.55 is 10% higher than last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 47%. Cash payout ratio: 26%.
Reported Earnings • Feb 27Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.46b (up 9.6% from FY 2024). Net income: €89.0m (down 18% from FY 2024). Profit margin: 3.6% (down from 4.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
お知らせ • Jan 30Hensoldt Ag Announces Executive ChangesHENSOLDT AG has appointed Inka Tews (55) as Chief Human Resources Officer (CHRO) with effect from May 1, 2026. She will be responsible for the global HR organisation, facility management, including corporate security, and sustainability. Tews succeeds Lars Immisch, who is leaving the company at the end of March 2026 for health reasons. Inka Tews has over 25 years of experience in human resources management at international technology companies. Most recently, she was Senior Vice President Human Resources, heading up global HR departments with a focus on business partnering at Infineon Technologies. There, she played a key role in shaping personnel structures for global growth and transformation phases. Her career also includes several years of management experience in North America and in-depth expertise in organisational development and post-merger integration. At the same time, the company bids farewell to Lars Immisch, who stepped down from the Executive Board at the turn of 2025/26.
お知らせ • Dec 22Hensoldt AG to Report Q1, 2026 Results on May 06, 2026Hensoldt AG announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Dec 12Henoldt, Lufthansa Technik Defense and Bombardier Defense Announce First Aircraft Lands in GermanyHENSOLDT, Lufthansa Technik Defense and Bombardier Defense have reached another key milestone in the PEGASUS (Persistent German Airborne Surveillance System) programme: the first aircraft has successfully arrived in Germany. Following its transatlantic flight from Bombardier's facility in Wichita, Kansas, the aircraft has landed at Lufthansa Technek's headquarters in Hamburg last week, where the next major phase of the programme will now begin. Led by national electromagnetic warfare champion HENSOLDT and employing the extensive special mission aircraft capabilities of Lufthansa TechnIK, the German MRO (Maintenance, Repair and Overhaul) specialist, and of Bombardier, the Canadian aircraft manufacturer, the PEGASUS programme will provide the German Armed Forces (Bundeswehr) with a airborne signals intelligence (SIGINT) capability. The arrival of the first aircraft marks the transition from platform design and development in the United States to the mission system integration and certification phase in Germany. HENSOLDT acts as general contractor and holds overall responsibility for the realisation of the PEGASUS weapon system itself as well as the ground station, training facility and data analysis capabilities. Lufthansa Technika Defense serves as prime subcontractor, procuring and modifying the aircraft and integrating the reconnaissance system developed by HENSOLDT. Bombardier Defense provides the high-performance Global 6000 platform and supports the programme with its engineering and flight-testing expertise.
New Risk • Dec 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Share price has been highly volatile over the past 3 months (7.2% average weekly change).
お知らせ • Nov 25+ 1 more updateHensoldt AG to Report First Half, 2026 Results on Jul 31, 2026Hensoldt AG announced that they will report first half, 2026 results on Jul 31, 2026
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €69.50, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 25x in the Aerospace & Defense industry in Europe. Total returns to shareholders of 92% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €124 per share.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €0.11 (vs €0.19 loss in 3Q 2024)Third quarter 2025 results: EPS: €0.11 (up from €0.19 loss in 3Q 2024). Revenue: €592.0m (up 12% from 3Q 2024). Net income: €12.0m (up €34.0m from 3Q 2024). Profit margin: 2.0% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
お知らせ • Nov 08Hensoldt AG to Report Fiscal Year 2025 Final Results on Mar 26, 2026Hensoldt AG announced that they will report fiscal year 2025 final results on Mar 26, 2026
お知らせ • Nov 07Hensoldt AG to Report Fiscal Year 2025 Results on Feb 26, 2026Hensoldt AG announced that they will report fiscal year 2025 results on Feb 26, 2026
Buy Or Sell Opportunity • Oct 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €92.10. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Buy Or Sell Opportunity • Sep 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €92.95. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 28% to €91.50. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Reported Earnings • Aug 01Second quarter 2025 earnings released: €0.10 loss per share (vs €0.081 loss in 2Q 2024)Second quarter 2025 results: €0.10 loss per share (further deteriorated from €0.081 loss in 2Q 2024). Revenue: €549.0m (up 5.6% from 2Q 2024). Net loss: €12.0m (loss widened 20% from 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
Buy Or Sell Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock has risen 47% to €92.10. The fair value is estimated to be €116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.7%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
お知らせ • May 29Hensoldt AG Approves DividendHENSOLDT AG successfully held its Annual General Meeting on 27 May 2025. The shareholders approved the proposed appropriation of net profit, including the distribution of a dividend of €0.50 per dividend-bearing share.
Reported Earnings • May 07First quarter 2025 earnings released: €0.26 loss per share (vs €0.13 loss in 1Q 2024)First quarter 2025 results: €0.26 loss per share (further deteriorated from €0.13 loss in 1Q 2024). Revenue: €395.0m (up 20% from 1Q 2024). Net loss: €30.0m (loss widened 100% from 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
お知らせ • Apr 10Hensoldt AG, Annual General Meeting, May 27, 2025Hensoldt AG, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: €0.93 (vs €0.53 in FY 2023)Full year 2024 results: EPS: €0.93 (up from €0.53 in FY 2023). Revenue: €2.24b (up 21% from FY 2023). Net income: €108.0m (up 93% from FY 2023). Profit margin: 4.8% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
Buy Or Sell Opportunity • Mar 10Now 20% undervaluedOver the last 90 days, the stock has risen 83% to €62.30. The fair value is estimated to be €78.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 37%After last week's 37% share price gain to €73.35, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 23x in the Aerospace & Defense industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €77.44 per share.
お知らせ • Feb 28Hensoldt AG announces Annual dividend, payable on May 30, 2025Hensoldt AG announced Annual dividend of EUR 0.5000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.
Reported Earnings • Feb 27Full year 2024 earnings releasedFull year 2024 results: Revenue: €2.24b (up 21% from FY 2023). Net income: €108.0m (up 100% from FY 2023). Profit margin: 4.8% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Aerospace & Defense industry in Europe.
New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.6% 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 (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin).
お知らせ • Jan 21+ 2 more updatesHensoldt AG to Report First Half, 2025 Results on Jul 31, 2025Hensoldt AG announced that they will report first half, 2025 results on Jul 31, 2025
お知らせ • Dec 10Hensoldt AG to Report Fiscal Year 2024 Final Results on Mar 27, 2025Hensoldt AG announced that they will report fiscal year 2024 final results on Mar 27, 2025
お知らせ • Nov 06Hensoldt AG to Report Fiscal Year 2024 Results on Feb 27, 2025Hensoldt AG announced that they will report fiscal year 2024 results on Feb 27, 2025
New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% 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 (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).
Reported Earnings • Jul 28Second quarter 2024 earnings released: €0.081 loss per share (vs €0.028 profit in 2Q 2023)Second quarter 2024 results: €0.081 loss per share (down from €0.028 profit in 2Q 2023). Revenue: €520.0m (up 34% from 2Q 2023). Net loss: €10.0m (down 433% from profit in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Aerospace & Defense industry in Italy.
お知らせ • Jul 12Hensoldt AG Announces Resignation of Celia Pelaz as Member of the Management Board At the End of August 31, 2024Hensoldt AG announced that Celia Pelaz will resign from her position as a member of the Management Board of the company at the end of August 31, 2024 and leave the company. Celia Pelaz has been a member of the Management Board of Hensoldt since July 1, 2021, initially as Chief Strategy Officer and since April 1, 2024 as Chief Operating Officer.
Reported Earnings • May 07First quarter 2024 earnings released: €0.13 loss per share (vs €0.19 loss in 1Q 2023)First quarter 2024 results: €0.13 loss per share (improved from €0.19 loss in 1Q 2023). Revenue: €329.0m (down 2.7% from 1Q 2023). Net loss: €15.0m (loss narrowed 25% from 1Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Aerospace & Defense industry in Italy.
お知らせ • Apr 04Hensoldt AG (XTRA:5UH) completed the acquisition of ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG.Hensoldt AG (XTRA:5UH) signed a definitive agreement to acquire ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG for an enterprise value of €675 million on December 5, 2023. HENSOLDT is acquiring 100% of ESG for an enterprise value of €675 million plus an earn-out of up to €55 million based on specific performance targets to December 31, 2024. HENSOLDT intends to finance the acquisition through a capital increase from authorized capital of up to 10% of the current share capital and new debt in the amount of approximately €450 million. The Federal Republic of Germany, indirectly acting through Kreditanstalt für Wiederaufbau (KfW), holding 25.1% of the shares in HENSOLDT, intends to participate in the potential capital increase pro rata to its shareholding quota. The transaction has full support of HENSOLDTs two key shareholders the Federal Republic of Germany and Leonardo S.p.A. The acquisition is expected to be completed in H1 2024, subject to certain conditions, including obtaining necessary regulatory approvals. As of February 8, 2024, the Bundeskartellamt, a German Regulator has approved the takeover by Hensoldt. Management Board and Supervisory Board of HENSOLDT have unanimously approved the acquisition. HENSOLDT is advised by Deutsche Bank AG as financial advisor and Gleiss Lutz and Hengeler Mueller as legal advisor. Thomas Ingenhoven, Thomas Kleinheisterkamp, Thomas Möller and Tristram Gargent of Milbank LLP acted as legal advisor to Hensoldt and advised on the financing of the acquisition of ESG. Ernst & Young Gmbh WirtschaftsprÜFungsgesellschaft acted as financial advisor and due diligence provider to Armira Partners GmbH & Co KG. Ralf Morshäuser, Patrick Mossler, Vanessa Rendtorff, Stefan Mayer, Marcus Reischl, Andreas Neun, Jacob von Andreae, Eva Koch, Matthias Werner, Steffen Krieger and Manuel Klar of Gleiss Lutz acted as legal advisor to Hensoldt AG. Hensoldt AG (XTRA:5UH) completed the acquisition of ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG on April 3, 2024.
お知らせ • Mar 25Hensoldt AG to Report Q3, 2024 Results on Nov 06, 2024Hensoldt AG announced that they will report Q3, 2024 results on Nov 06, 2024
お知らせ • Feb 23Hensoldt AG to Report Q1, 2024 Results on May 07, 2024Hensoldt AG announced that they will report Q1, 2024 results on May 07, 2024
お知らせ • Dec 19+ 1 more updateHensoldt AG to Report Fiscal Year 2023 Results on Mar 22, 2024Hensoldt AG announced that they will report fiscal year 2023 results on Mar 22, 2024
お知らせ • Dec 06Hensoldt AG (XTRA:5UH) signed a definitive agreement to acquire ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG.Hensoldt AG (XTRA:5UH) signed a definitive agreement to acquire ESG Elektroniksystem- und Logistik-GmbH from an investment vehicle managed by Armira Beteiligungen GmbH & Co. KG on December 5, 2023. HENSOLDT is acquiring 100% of ESG for an enterprise value of EUR 675 million plus an earn-out of up to EUR 55 million based on specific performance targets to 31 December 2024. HENSOLDT intends to finance the acquisition through a capital increase from authorized capital of up to 10% of the current share capital and new debt in the amount of approximately EUR 450 million. The Federal Republic of Germany, indirectly acting through Kreditanstalt für Wiederaufbau (KfW), holding 25.1% of the shares in HENSOLDT, intends to participate in the potential capital increase pro rata to its shareholding quota. The transaction has full support of HENSOLDTs two key shareholders the Federal Republic of Germany and Leonardo S.p.A. The acquisition is expected to be completed in H1 2024, subject to certain conditions, including obtaining necessary regulatory approvals. HENSOLDT is advised by Deutsche Bank AG as financial advisor and Gleiss Lutz and Hengeler Mueller as legal advisor.