View ValuationOHB 향후 성장Future 기준 점검 5/6OHB (는) 각각 연간 36.6% 및 22.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 36.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.1% 로 예상됩니다.핵심 정보36.6%이익 성장률36.52%EPS 성장률Aerospace & Defense 이익 성장2.9%매출 성장률22.2%향후 자기자본이익률19.10%애널리스트 커버리지Low마지막 업데이트08 May 2026최근 향후 성장 업데이트공시 • 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%.공시 • 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.모든 업데이트 보기Recent updates공시 • Jun 24OHB SE has filed a Follow-on Equity Offering in the amount of €739.1664 million.OHB SE has filed a Follow-on Equity Offering in the amount of €739.1664 million. Security Name: Ordinary Bearer Shares Security Type: Common Stock Securities Offered: 1,605,388 Price\Range: €300 Security Name: Ordinary Bearer Shares Security Type: Common Stock Securities Offered: 858,500 Price\Range: €300 Transaction Features: Rule 144A; Subsequent Direct Listing공시 • 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 144A공시 • 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.공시 • 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.공시 • May 02OHB SE, Annual General Meeting, Jun 08, 2026OHB SE, Annual General Meeting, Jun 08, 2026, at 10:00 W. Europe Standard Time.공시 • 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.공시 • 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%.공시 • 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.공시 • 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, 2026공시 • 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.공시 • May 07OHB SE, Annual General Meeting, Jun 12, 2025OHB SE, Annual General Meeting, Jun 12, 2025, at 10:00 W. Europe Standard Time.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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, 2024공시 • 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, 2024공시 • 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 Listing공시 • 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.공시 • 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”.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 2.9% growth forecast for the Aerospace & Defense industry in the United Kingdom. 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 32%After last week's 32% share price gain to €43.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Aerospace & Defense industry in the United Kingdom. Total returns to shareholders of 2.3% over the past three years.공시 • 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, 2024공시 • 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 British dividend payers (5.8%). Lower than average of industry peers (2.4%).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 3.3% growth forecast for the Aerospace & Defense industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • 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.공시 • 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, 2023공시 • Aug 23OHB SE, Annual General Meeting, May 25, 2023OHB SE, Annual General Meeting, May 25, 2023.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: €0.52 (vs €0.29 in 2Q 2021)Second 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. Over the next year, revenue is forecast to grow 28%, compared to a 14% growth forecast for the Aerospace & Defense industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.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 British dividend payers (4.8%). Lower than average of industry peers (3.1%).이익 및 매출 성장 예측BATS-CHIXE:OHBD - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,28115193119112/31/20271,8251082446112/31/20261,405709110913/31/20261,27356227N/A12/31/20251,234501539N/A9/30/20251,15256080N/A6/30/20251,1045116136N/A3/31/20251,050-18097N/A12/31/20241,0210145160N/A9/30/20241,04070-147N/A6/30/20241,07863-62-39N/A3/31/20241,06869-65-41N/A12/31/20231,06272-86-62N/A9/30/20231,01327-128N/A6/30/2023976331127N/A3/31/2023981351334N/A12/31/202295634-119N/A9/30/202297235-61-39N/A6/30/202295130-100-75N/A3/31/202290527-96-76N/A12/31/202192127-40-17N/A9/30/202195223-37-18N/A6/30/2021919221231N/A3/31/2021909224670N/A12/31/2020895212344N/A9/30/20209262278100N/A6/30/2020971245477N/A3/31/20201,00725223N/A12/31/20191,01626N/A23N/A9/30/20191,02027N/A-13N/A6/30/20191,02126N/A-5N/A3/31/201999325N/A59N/A12/31/201899325N/A60N/A9/30/201894824N/A33N/A6/30/201889324N/A70N/A3/31/201887925N/A15N/A12/31/201784623N/A35N/A9/30/201776425N/A74N/A6/30/201776924N/A63N/A3/31/201773223N/A93N/A12/31/201672922N/A73N/A9/30/201670720N/A-19N/A6/30/201674821N/A-27N/A3/31/201675121N/A-34N/A12/31/201573721N/A4N/A9/30/201571518N/A-15N/A6/30/201564415N/A-63N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: OHBD 의 연간 예상 수익 증가율(36.6%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: OHBD 의 연간 수익(36.6%)이 UK 시장(11.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: OHBD 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: OHBD 의 수익(연간 22.2%)이 UK 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: OHBD 의 수익(연간 22.2%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: OHBD의 자본 수익률은 3년 후 19.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/25 14:35종가2026/06/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스OHB SE는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard SchrammHSBCHenry WendischNuWays AGSimon KellerNuWays AG1명의 분석가 더 보기
공시 • 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%.
공시 • 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.
공시 • Jun 24OHB SE has filed a Follow-on Equity Offering in the amount of €739.1664 million.OHB SE has filed a Follow-on Equity Offering in the amount of €739.1664 million. Security Name: Ordinary Bearer Shares Security Type: Common Stock Securities Offered: 1,605,388 Price\Range: €300 Security Name: Ordinary Bearer Shares Security Type: Common Stock Securities Offered: 858,500 Price\Range: €300 Transaction Features: Rule 144A; Subsequent Direct Listing
공시 • 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
공시 • 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.
공시 • 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.
공시 • May 02OHB SE, Annual General Meeting, Jun 08, 2026OHB SE, Annual General Meeting, Jun 08, 2026, at 10:00 W. Europe Standard Time.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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.
공시 • May 07OHB SE, Annual General Meeting, Jun 12, 2025OHB SE, Annual General Meeting, Jun 12, 2025, at 10:00 W. Europe Standard Time.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
공시 • 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.
공시 • 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”.
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 2.9% growth forecast for the Aerospace & Defense industry in the United Kingdom. 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 32%After last week's 32% share price gain to €43.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Aerospace & Defense industry in the United Kingdom. Total returns to shareholders of 2.3% over the past three years.
공시 • 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
공시 • 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 British dividend payers (5.8%). Lower than average of industry peers (2.4%).
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 3.3% growth forecast for the Aerospace & Defense industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • 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.
공시 • 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
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: €0.52 (vs €0.29 in 2Q 2021)Second 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. Over the next year, revenue is forecast to grow 28%, compared to a 14% growth forecast for the Aerospace & Defense industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
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 British dividend payers (4.8%). Lower than average of industry peers (3.1%).