German Aerospace & Defense Stock News

In January 2026, Traton SE reported preliminary figures showing its fourth-quarter 2025 sales fell to 81,000 units and full-year 2025 sales to 305,500 units, both lower than the prior year’s volumes. Alongside this sales slowdown, Traton and autonomous driving company PlusAI moved to expand their partnership to accelerate deployment of self-driving trucks in the U.S. and Europe, underscoring a push toward advanced technology despite weaker unit volumes. With this combination of softer 2025...

Recent downgrades from RBC and Goldman Sachs put adidas (XTRA:ADS) under closer scrutiny, as concerns build around its China exposure, margin resilience, and the credibility of its 2026 ambitions. See our latest analysis for adidas. The share price has retreated over recent months, with a 30 day share price return of 10.55% and a year to date share price return of a 12.16% decline. The 1 year total shareholder return of 41.48% contrasts with a modest 3 year total shareholder return of 1.43%,...

Anta Sports has agreed to acquire a 29% stake in PUMA, making it the company’s largest shareholder. The deal links one of China’s biggest sportswear groups with PUMA, listed as XTRA:PUM in Germany. The partnership is expected to shape future cooperation between the two brands in international markets. PUMA shares last closed at €23.58, with the stock up 9.7% over the past week and 9.4% over the past month. Even with these recent gains, the share price remains lower on a longer view, with a...

In recent updates, Deutz AG highlighted its transition away from traditional diesel engines toward cleaner, more efficient hybrid and electrified powertrain technologies to meet tightening emissions requirements in core industrial sectors. This shift not only aligns Deutz with global climate targets, it also reframes the company as a future-focused supplier to construction, agriculture, and material-handling customers seeking lower-emission machinery. We will now examine how Deutz’s push...

On 26 January 2026, Jenoptik AG’s shares experienced a sharp, company-specific sell-off that far exceeded the broader technology sector’s weakness, pointing to an unexpected catalyst. The magnitude of the move, combined with relatively low reported trading volume, suggests investors are waiting for clearer information from management before repositioning. With Jenoptik’s recent returns still positive, we’ll examine how this unexplained, company-specific shock could influence the company’s...

Schaeffler AG has appointed Maximilian Fiedler as Regional Chief Executive Officer Asia/Pacific and entered a technology partnership under which British company Humanoid will work with Schaeffler to develop and supply key actuators for humanoid robots, while Schaeffler plans to deploy several hundred humanoids across its plants over the next five years. This combination of leadership change and deeper push into humanoid robotics and AI-supported automation highlights how Schaeffler is tying...

Südzucker (XTRA:SZU) has drawn fresh attention after reporting third quarter results that moved from a €119 million loss to €3 million net income, even as sales and nine month earnings figures shifted lower. See our latest analysis for Südzucker. The recent return to profit in the third quarter, alongside Südzucker’s upcoming appearance at the German Corporate Conference, comes after a 30 day share price return of 6.4% and a year to date share price return of 5.17%, even though the 1 year...

What the recent share performance suggests HelloFresh (XTRA:HFG) has seen a mixed share price pattern, with a 1 day decline, a gain over the past week, and negative returns over the month and past 3 months. This may prompt investors to reassess expectations. See our latest analysis for HelloFresh. At a share price of €5.674, HelloFresh has seen short term momentum cool after recent gains, with the 7 day share price return of 5.66% set against a year to date share price return of 4.22% decline...

In January 2026, VERBUND Green Power announced a multi-year framework agreement with Nordex for the potential supply of up to 700 MW of onshore wind turbines across Austria, Germany, Spain, Italy, Romania and Albania through 2030. This framework could cover about half of VERBUND Green Power’s wind project pipeline, positioning Nordex as a key equipment partner in VERBUND’s planned shift toward a larger wind and solar generation mix. Next, we’ll examine how this long-term 700 MW framework...

Sartorius AG recently expanded its bio-circular product offering, securing ISCC Plus certification for additional production sites in Germany and Tunisia to use renewable raw materials in PFAS-free filters and single-use fluid management technologies. This move deepens Sartorius’ alignment with sustainability-focused bioprocessing by cutting fossil-based plastic use while keeping its equipment compatible with existing biopharma workflows. Next, we’ll examine how Sartorius’ broader ISCC...

Krones AG ( ETR:KRN ), might not be a large cap stock, but it saw a decent share price growth of 19% on the XTRA over...

Dr. Ing. h.c. F. Porsche AG reported that worldwide vehicle deliveries for the year ended December 2025 fell to 279,449 units from 310,718 a year earlier, signalling softer demand or supply constraints across its global footprint. This contraction in deliveries provides a concrete data point on how Porsche’s performance is evolving across key markets and model lines. We’ll now examine how the reduction in worldwide deliveries shapes Porsche’s investment narrative and what it may imply for...

Guidance shift puts OHB (XTRA:OHB) in focus OHB (XTRA:OHB) has drawn fresh attention after raising earnings guidance for 2026 and 2027 and issuing new 2028 targets, outlining revenue and EBIT margin expectations through the next three years. See our latest analysis for OHB. The guidance update has coincided with sharp share price momentum, with OHB posting a 1 month share price return of 98.31% and a year to date share price return of 89.47%. The 1 year total shareholder return is very large,...

The Westwing Group SE ( ETR:WEW ) share price has done very well over the last month, posting an excellent gain of 31...

INDUS Holding AG's ( ETR:INH ) price-to-earnings (or "P/E") ratio of 12.1x might make it look like a buy right now...

The board of Siemens Aktiengesellschaft ( ETR:SIE ) has announced that it will be paying its dividend of €5.35 on the...

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...

Despite an already strong run, Bayer Aktiengesellschaft ( ETR:BAYN ) shares have been powering on, with a gain of 29...

Lanxess AG recently announced a price increase for adipic acid within its specialty chemicals portfolio, alongside plans to present at the 25th German Corporate Conference in Frankfurt on 21 January 2026, featuring IR managers Jens Ussler and Thomas Kaiser. This combination of a core product price adjustment and direct investor engagement highlights how Lanxess is actively managing its positioning in key chemical value chains. Next, we’ll examine how Lanxess’s adipic acid price increase...

Aroundtown SA recently approved a share buyback programme of up to €250,000,000, covering as many as 120 million shares through the end of 2026, following what it describes as strong 2025 operations, improved financial stability, lower financing costs, and successful asset disposals. The company frames the buyback as both a shareholder distribution and a capital management tool, arguing that its current market valuation does not reflect its strengthened position and that repurchased shares...

Puma SE recently presented at the 25th German Corporate Conference in Frankfurt and opened its “Suede House” activation during Paris Men’s Fashion Week, highlighting the Suede franchise under Head of IR Manuel Bösing’s investor outreach. This “Suede House” launch is part of a broader brand reset aimed at rebuilding cultural relevance through tightly curated product stories across sports, music, and subcultures. We’ll now examine how this renewed focus on cultural relevance through the Suede...

Why DEUTZ (XTRA:DEZ) Is Back on Investors’ Radar DEUTZ (XTRA:DEZ) is attracting fresh attention after recent news that the company is shifting its focus from traditional diesel engines toward hybrid and alternative fuel powertrains in an effort to cut emissions and update its product range. See our latest analysis for DEUTZ. The shift toward hybrid and alternative fuel systems is landing at a time when momentum in the shares is already strong. The 30 day share price return is 31.86% and the 1...

AIXTRON SE recently presented at the 25th German Corporate Conference in Frankfurt, where CFO Christian Danninger outlined the company’s current positioning and outlook. The presentation came as AIXTRON’s deposition equipment is seeing increased interest linked to AI semiconductor production, sharpening focus on upcoming earnings and order momentum. We will now examine how rising AI-related equipment demand and the approaching earnings announcement shape AIXTRON’s broader investment...

Volkswagen recently reported that its core automotive division generated about €6.00 billion of net cash flow last year, far above its earlier guidance for roughly breakeven, while trade policy shifts reduced pressure from potential U.S. tariffs and opened the door to lower import duties in India for European carmakers. Together, this stronger-than-expected cash generation and improving trade backdrop underscore how both internal operations and external policy developments can materially...