German Auto Components Stock News

XTRA:HAG
XTRA:HAGAerospace & Defense

Hensoldt (XTRA:HAG) Margin Compression To 3.6% Tests High P/E Growth Narrative

Hensoldt (XTRA:HAG) has just wrapped up FY 2025 with fourth quarter revenue of €919 million and net income of €119 million, following earlier quarters that ranged from €395 million to €592 million in revenue and swung from a loss of €30 million to a profit of €12 million. Over the past few periods, revenue has moved from €863 million in Q4 2024 to €919 million in Q4 2025, while trailing twelve month revenue sits at €2.5 billion and net income at €89 million, alongside quarterly EPS figures...
XTRA:EOAN
XTRA:EOANIntegrated Utilities

Is It Too Late To Consider E.ON (XTRA:EOAN) After Strong Multi Year Share Price Gains

If you are wondering whether E.ON is fairly priced or if the market is getting ahead of itself, this article will walk you through what the current share price might actually represent. E.ON's share price recently closed at €19.77, with returns of 6.3% over 7 days, 12.1% over 30 days, 20.1% year to date and 66.8% over 1 year, as well as 119.6% over 3 years and 193.2% over 5 years, which many investors will want to put into context. Recent coverage around E.ON has focused on its position as a...
XTRA:1COV
XTRA:1COVChemicals

Covestro (XTRA:1COV) Q4 Loss Deepens To €378m Challenging Margin Recovery Hopes

Covestro (XTRA:1COV) has closed FY 2025 with fourth quarter revenue of €2.9b and a basic EPS loss of €1.95, while trailing twelve month EPS sits at a loss of €3.39 on revenue of €12.9b and net income excluding extra items of €644m in losses. Over recent quarters the company has seen revenue move from €3.5b in Q1 2025 to €2.9b in Q4 2025, with basic EPS shifting from a €0.85 loss in Q1 to a €1.95 loss in Q4, against a backdrop of trailing twelve month losses that have widened over the past...
XTRA:ZAL
XTRA:ZALSpecialty Retail

Zalando (XTRA:ZAL) Valuation Check As Pre Owned Kids Fashion Service Expands In Europe

Zalando (XTRA:ZAL) has broadened its pre-owned fashion offering with a customer-to-business-to-customer service for children’s clothing across 14 European markets, tapping into demand for second-hand and more sustainable apparel options. See our latest analysis for Zalando. The new pre-owned kids service lands at a time when Zalando’s share price has come under pressure, with a 30 day share price return of 14.21% decline and a 1 year total shareholder return of 41.51% decline suggesting...
XTRA:PUM
XTRA:PUMLuxury

A Look At PUMA (XTRA:PUM) Valuation After Its Swing To A 2025 Net Loss

Why PUMA’s latest earnings matter for shareholders PUMA (XTRA:PUM) has moved into the spotlight after its full year 2025 results showed sales of €7,296.2 million and a net loss of €645.5 million, a sharp reversal from the prior year’s profit. See our latest analysis for PUMA. The earnings shock has arrived alongside a sharp rebound in the share price, with a 1 day share price return of 9.82% and a 90 day share price return of 24.46%. However, the 1 year total shareholder return remains a...
XTRA:LHA
XTRA:LHAAirlines

How Pre‑Earnings Volatility And Margin Concerns At Deutsche Lufthansa (XTRA:LHA) Have Changed Its Investment Story

Deutsche Lufthansa has recently faced sharp trading swings as investors reacted to concerns about margin pressure, elevated leverage, and sector weakness ahead of its 6 March 2026 earnings announcement. This volatility underlines how closely the market is watching Lufthansa’s ability to manage costs and restore profitability amid a still-challenging aviation backdrop. Against this backdrop of heightened earnings uncertainty, we’ll examine how margin pressure risk could reshape Lufthansa’s...
XTRA:MTX
XTRA:MTXAerospace & Defense

Assessing MTU Aero Engines (XTRA:MTX) Valuation After Record 2025 Results And Major Dividend Increase

MTU Aero Engines (XTRA:MTX) has drawn fresh attention after reporting record 2025 revenue and profit, paired with a proposed 64% dividend increase and strength across both its engine manufacturing and maintenance operations. See our latest analysis for MTU Aero Engines. Despite the record 2025 results and the proposed dividend hike, the latest 1-day share price return of 3.12% and 7-day share price return of 7.30% show some cooling after a prior run. Meanwhile, the 1-year total shareholder...
HMSE:O2D
HMSE:O2DTelecom

Telefónica Deutschland Holding (HMSE:O2D) Margin Compression To 2% Reinforces Bearish Profitability Narratives

Telefónica Deutschland Holding (HMSE:O2D) has reported its FY 2025 results with fourth quarter 2023 revenue of €2.3b and basic EPS of €0.05, setting the tone for how investors assess the latest phase of its earnings story. Over 2023, the company has seen quarterly revenue move from €2.1b in Q1 to €2.3b in Q4, while basic EPS ranged from €0.01 in Q1 to €0.05 in Q4, giving investors a clear view of how earnings per share tracked alongside a broadly stable top line. With trailing 12 month net...
XTRA:BAS
XTRA:BASChemicals

Is It Too Late To Reassess BASF (XTRA:BAS) After Recent Share Price Gains?

If you are wondering whether BASF at €49.66 still offers value or if most of the upside is already reflected in the price, you are in the right place. The stock has recently posted returns of 2.0% over 7 days, 7.7% over 30 days, 10.9% year to date and 7.3% over 1 year, with a 24.8% return over 3 years and a 4.5% decline over 5 years, which can change how investors think about both growth potential and risk. Recent news around BASF has focused on broader coverage of the company and its...
XTRA:ENR
XTRA:ENRElectrical

How Investors May Respond To Siemens Energy (XTRA:ENR) Backing a Siemens Gamesa Fix Over a Break-Up

In February 2026, Siemens Energy and key shareholders, including Deka Investment, reiterated support for restructuring the loss-making Siemens Gamesa wind division rather than pursuing an immediate break-up or divestment that could crystallize a sale below perceived value. This shareholder backing aligns with growing interest in Siemens Energy’s role in green hydrogen and electrolyzers, underscoring how investors are weighing near-term wind losses against longer-term energy transition...
XTRA:BMW
XTRA:BMWAuto

BMW Tariff Talks Put Mini EV Pricing And Valuation In Focus

BMW (XTRA:BMW) is in talks with the European Commission about a minimum pricing model for Chinese-made Mini electric vehicles. The discussions come during wider EU tariff debates on electric vehicle imports from China. The outcome could influence how BMW prices and sources Mini EVs for European customers. BMW, through its Mini brand, is a visible player in European electric vehicles, where pricing, supply chains, and trade rules are tightly linked. With regulators reviewing tariffs on...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Is Bayer (XTRA:BAYN) Pricing In Legal Risks After An 84% One Year Share Price Surge?

If you are trying to figure out whether Bayer's share price still offers value after a strong run, this article will walk through what the current market price might be baking in. The stock closed at €41.68, with recent returns ranging from an 8.5% decline over the last 7 days and a 10.8% decline over the last month, to a 9.7% gain year to date and an 84.1% return over the past year, set against longer term 3 year and 5 year returns of 22.9% and 9.4% declines respectively. Recent headlines...
XTRA:NDX1
XTRA:NDX1Electrical

Nordex (XTRA:NDX1) Q4 EPS Surge Tests Bullish Profitability Narratives

Nordex (XTRA:NDX1) has capped FY 2025 with fourth quarter revenue of about €2.5b and Basic EPS of €0.78, while trailing twelve month revenue sits at roughly €7.6b and EPS at €1.16, alongside very large year over year earnings growth and a five year annualised earnings growth rate of 32.7%. Over recent periods the company has seen quarterly revenue range from €1.4b to €2.5b and Basic EPS move from €0.03 to €0.78, set against trailing twelve month earnings growth of about 16% a year and a net...
XTRA:SIE
XTRA:SIEIndustrials

Siemens Ties Nvidia Cybersecurity To Growth In Microgrids And Agriculture

Siemens (XTRA:SIE) has announced a new AI powered cybersecurity collaboration with Nvidia and other partners focused on industrial automation. The company is also expanding its role in controlled environment agriculture and microgrid energy infrastructure. These developments highlight Siemens' focus on digital security and resilient energy systems for industrial and infrastructure clients. Siemens, trading at around €248.65, sits at the intersection of industrial technology, digitalization...
XTRA:VNA
XTRA:VNAReal Estate

Assessing Vonovia (XTRA:VNA) Valuation As Trading Activity Climbs And Earnings Approach

Bond offering and trading interest around Vonovia stock Vonovia (XTRA:VNA) has come into focus after completing a ¥9.9488b fixed income offering of 2.94% unsubordinated, unsecured Eurobonds due February 18, 2036, while the stock sees elevated trading activity. See our latest analysis for Vonovia. At a share price of €28.19, Vonovia has seen a 17.36% 1 month share price return and a 17.17% year to date share price return. Its 1 year total shareholder return is slightly negative, while the 3...
XTRA:DTG
XTRA:DTGMachinery

Is It Too Late To Consider Daimler Truck Holding (XTRA:DTG) After Its 3‑Year Rally?

Wondering whether Daimler Truck Holding's share price still offers value, or if the opportunity has already passed you by? This article walks through that question step by step. The stock recently closed at €42.19, with returns of 3.4% over 30 days, 12.5% year to date, 4.6% over 1 year and 60.1% over 3 years. These figures can change how investors think about both upside and risk. Recent news flow around Daimler Truck Holding has focused on its position in the global commercial vehicle...
XTRA:SAP
XTRA:SAPSoftware

SAP Teradata Pact Clarifies Legal Risk And Refocuses On Cloud And AI

SAP and Teradata have agreed to a $480 million settlement, resolving long running antitrust and trade secret litigation. The agreement ends years of legal disputes that had introduced financial and reputational uncertainty for SAP. The resolution allows SAP to close this chapter and focus management attention on core software and cloud priorities. For investors watching XTRA:SAP, the settlement lands at a time when the share price stands at €166.78. Recent returns have been mixed, with the...
XTRA:ADS
XTRA:ADSLuxury

Assessing adidas (XTRA:ADS) Valuation After Recent Share Price Performance

What adidas (XTRA:ADS) investors can take from recent performance With no single headline event driving attention to adidas (XTRA:ADS) today, investors are instead weighing the stock’s recent share performance, earnings profile and valuation signals against its longer term track record. See our latest analysis for adidas. At a share price of €158.5, adidas has seen a 7.9% 1 month share price return, while the year to date share price return and 1 year total shareholder return are both...
XTRA:SRT3
XTRA:SRT3Life Sciences

Is Sartorius (XTRA:SRT3) Now Pricing In A Recovery After Recent Sector Sentiment Shifts

If you are wondering whether Sartorius is now priced for a comeback or still carries too much risk, its recent share performance gives you a lot to think about. The stock last closed at €238.60, with a 2.4% gain over the last 7 days but declines of 8.2% over 30 days, 3.7% year to date, 2.7% over 1 year, 39.7% over 3 years, and 41.2% over 5 years. Recent news coverage has largely focused on the company in the context of broader sentiment around life sciences suppliers and changing...
XTRA:VBK
XTRA:VBKOil and Gas

Verbio (XTRA:VBK) Valuation Check As Profitability Returns And Core Biofuel Production Strengthens

Why Verbio’s latest earnings matter for investors Verbio (XTRA:VBK) has just reported second quarter and half year results that show a return to profit in the quarter and higher sales, paired with updated production figures across biodiesel, bioethanol and biomethane. The company posted second quarter sales of €456.52 million with net income of €3.38 million, alongside bioethanol and biomethane volumes for the first half that were above the prior year, while biodiesel production was...
XTRA:HAG
XTRA:HAGAerospace & Defense

Assessing Hensoldt's Valuation After New Cloud Partnership With Schwarz Digits

Why Hensoldt’s new cloud partnership matters for the stock Hensoldt (XTRA:HAG) and Schwarz Digits are teaming up to develop sovereign, cloud-enabled defence solutions with AI-supported data fusion and quantum-resistant encryption, aimed at Germany and allied nations that require independent defence cloud infrastructure. See our latest analysis for Hensoldt. Despite a softer 7 day and 30 day share price return, Hensoldt’s €80.1 share price sits on a 90 day share price gain of 14.92%, with 1...
XTRA:ALV
XTRA:ALVInsurance

A Look At Allianz (XTRA:ALV) Valuation After Its New €2.5b Share Buyback Announcement

Why Allianz’s new buyback matters for shareholders Allianz (XTRA:ALV) has announced a Board approved share repurchase program of up to €2,500 million, running until December 31, 2026. This event puts capital allocation and shareholder returns in clear focus. See our latest analysis for Allianz. At a share price of €381.5, Allianz has seen a 4.41% 1 month share price return and an 18.90% 1 year total shareholder return. The 3 year total shareholder return of 99.68% signals strong longer term...
XTRA:P911
XTRA:P911Auto

Is It Time To Reassess Porsche (XTRA:P911) After Prolonged Share Price Weakness?

If you are wondering whether Dr. Ing. h.c. F. Porsche shares are starting to look appealing at current levels, the key question is how the current price compares with a fair value estimate. The stock last closed at €41.32, with a 2.3% decline over 7 days, a 2.2% decline over 30 days, a 13.2% decline year to date and a 26.4% decline over the past year, while the 3 year return sits at a 60.0% decline. These moves have kept attention on how the market is currently pricing the company, with...
XTRA:CBK
XTRA:CBKBanks

Commerzbank Flags U.S. Tariff Risks For EU Trade And Earnings

Commerzbank is flagging rising concerns over the new U.S. global tariff regime and its potential impact on EU exports. The bank is highlighting possible knock on effects for European trade conditions and banking activity tied to European U.S. trade flows. The EU has warned that the U.S. measures may breach permitted agreements, increasing uncertainty for companies exposed to cross border trade. XTRA:CBK sits in the middle of this discussion, given its role in financing trade between Europe...