German Consumer Durables Stock News

XTRA:HFG
XTRA:HFGConsumer Retailing

HelloFresh (XTRA:HFG) Valuation Check After Revenue Drop And Missed Q4 2025 Guidance

HelloFresh (XTRA:HFG) is back in focus after its share price dropped sharply, following a reported 9% year on year net revenue decline and missed Q4 2025 guidance that rattled investor confidence. See our latest analysis for HelloFresh. The recent Q4 2025 miss and profit warnings have been reflected in the numbers, with a 7 day share price return of 13.86% and a year to date share price return of 11.88%. Over a longer horizon, the 1 year total shareholder return of 58.47% and 5 year total...
XTRA:LHA
XTRA:LHAAirlines

How A 24-Hour Strike And Mass Disruptions At Lufthansa (XTRA:LHA) Has Changed Its Investment Story

In recent days, Deutsche Lufthansa was hit by a 24-hour strike by pilots and cabin crew over pensions and retirement funding, forcing the cancellation of close to 800 flights and disrupting travel for about 100,000 passengers, although the airline aimed to restore a largely normal schedule by the following day. This industrial action underscores persistent labor cost and pension pressures at Lufthansa, raising questions about how reliably the airline can control its core cost base while...
XTRA:IFX
XTRA:IFXSemiconductor

A Look At Infineon Technologies (XTRA:IFX) Valuation After Q1 Results And Fresh Sales Guidance

Infineon Technologies (XTRA:IFX) is in focus after reporting first quarter 2026 results and pairing them with fresh sales guidance for the second quarter and full fiscal year, giving investors updated benchmarks to assess. See our latest analysis for Infineon Technologies. The results and guidance have landed against a backdrop of solid recent momentum, with a 23.28% 90 day share price return and a 16.93% 1 year total shareholder return suggesting sentiment has strengthened over both shorter...
XTRA:PUM
XTRA:PUMLuxury

Is Puma (XTRA:PUM) Pricing In Its Long-Term Recovery After Multi-Year Share Price Slump?

If you are wondering whether PUMA's current share price really reflects the business, you are not alone. This article is built to help you frame that question clearly. PUMA recently closed at €23.45, with returns of 3.3% over 7 days, 5.0% over 30 days and 4.7% year to date, while the 1 year, 3 year and 5 year returns stand at a 19.4% decline, 59.3% decline and 71.6% decline. Recent coverage around PUMA has focused on how the brand is positioned against global sportswear peers and how...
XTRA:NCH2
XTRA:NCH2Construction

A Look At Thyssenkrupp Nucera (XTRA:NCH2) Valuation After Q1 Loss And Middle East Electrolyzer Win

Earnings and contract wins set the tone for investors thyssenkrupp nucera KGaA (XTRA:NCH2) has drawn attention after first quarter earnings showed lower sales and a small net loss, while management reiterated full year guidance and announced a large electrolyzer contract in the Middle East. See our latest analysis for thyssenkrupp nucera KGaA. At a share price of €9.37, the stock has a 1-day share price return of 2.69% and a 90-day share price return of 12.22%. The 1-year total shareholder...
XTRA:DBK
XTRA:DBKCapital Markets

Deutsche Bank Settlement Eases Legal Cloud While Valuation Story Persists

Deutsche Bank has reached a confidential settlement with a former manager over allegations of wrongful blame in the Monte dei Paschi accounting scandal. The agreement concludes a high profile legal dispute that was the first of several similar lawsuits by former staff. The settlement, whose terms were not disclosed, closes one strand of litigation related to the bank's historical involvement with Monte dei Paschi. For you as an investor looking at XTRA:DBK, this development comes against a...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Assessing Bayer (XTRA:BAYN) Valuation After Positive Asundexian Stroke Trial Results And Renewed Investor Interest

Bayer (XTRA:BAYN) is back in focus after reporting Phase III OCEANIC-STROKE data for its investigational Factor XIa inhibitor asundexian, showing a 26% reduction in recurrent ischemic strokes without a clear rise in major bleeding. See our latest analysis for Bayer. Those OCEANIC-STROKE results land at a time when Bayer’s share price has already been gathering pace, with a 30 day share price return of 10.36% and a 90 day share price return of 61.89%. Meanwhile, the 1 year total shareholder...
XTRA:SAP
XTRA:SAPSoftware

Assessing SAP (XTRA:SAP) Valuation As Cloud And AI Partnerships Gain Traction

Recent commentary around SAP (XTRA:SAP) has focused on better-than-expected 2025 operating profit, sustained customer demand, and a cluster of cloud and AI partnerships that some investors see as underappreciated by the market. See our latest analysis for SAP. Despite a busy few weeks that included new AI partnerships, a Defense Innovation Hub launch, and fresh collaborations with firms like KPMG and Cohere, SAP’s share price return has been soft. The 30 day share price return shows a decline...
XTRA:SHL
XTRA:SHLMedical Equipment

Does Softer Q1 2026 Earnings Reveal Limits to Siemens Healthineers' Margin Story (XTRA:SHL)?

Siemens Healthineers AG has reported past first-quarter 2026 results, with sales of €5,402 million and net income of €449 million, both slightly lower than the prior year. The small step down in revenue and earnings highlights how even modest shifts in quarterly performance can matter for a business built on high-value diagnostic and imaging solutions. We’ll now examine how this modest year-on-year earnings softness influences Siemens Healthineers’ investment narrative built around...
XTRA:AFX
XTRA:AFXMedical Equipment

Carl Zeiss Meditec (XTRA:AFX) Margin Compression Challenges Bullish Growth Narratives

Carl Zeiss Meditec (XTRA:AFX) Q1 2026 Results in Focus Carl Zeiss Meditec (XTRA:AFX) has opened its 2026 financial year with Q1 results that put revenue and EPS front and center, with the latest reported quarter showing €627.5 million in revenue and basic EPS of €0.59, alongside net income of €51.8 million. The company has seen revenue move from €579.6 million and basic EPS of €0.70 in Q4 2024 to €627.5 million and €0.59 in Q4 2025, while trailing 12 month basic EPS sat at €1.61 on €2.23...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall (XTRA:RHM) Valuation In Focus As Germany Approves 45% Defense Budget Increase For 2026

Germany’s decision to approve a $129 billion defense budget for 2026, a 45% increase over 2025, immediately draws attention to how this larger procurement pipeline could influence Rheinmetall (XTRA:RHM) and its role in European rearmament. See our latest analysis for Rheinmetall. At a share price of €1,609.0, Rheinmetall’s recent 1 day share price return of 1.87% sits against a 30 day share price return of a 15.27% decline. Its 1 year total shareholder return of 97.94% and very large 5 year...
XTRA:CBK
XTRA:CBKBanks

Commerzbank (XTRA:CBK) Cost To Income Ratio Stalls Above 57% Challenging Efficiency Narratives

Commerzbank (XTRA:CBK) has put fresh numbers on the table for FY 2025, with fourth quarter revenue of €2.9b and net income of €737m setting the tone, while the trailing twelve month picture shows revenue of €11.5b and net income of €2.6b. The bank has seen revenue move from €10.4b and basic EPS of €2.08 on a trailing basis at the end of 2024 to €11.5b and basic EPS of €2.07 by the fourth quarter of 2025, and the latest release also comes with a reported cost to income ratio of 57% for the...
XTRA:DHL
XTRA:DHLLogistics

Will Deutsche Post’s (XTRA:DHL) Western Union Deal and Payout Boost Broaden Its Core Narrative

Deutsche Post announced a partnership with Western Union to roll out cross-border money transfer services across Germany from 2026, while also confirming its annual dividend and an expanded share repurchase program to return cash to investors. This push into financial services marks a meaningful broadening of Deutsche Post’s business model beyond logistics, potentially reshaping how its diversified operations and capital allocation are viewed by the market. Next, we’ll examine how the...
XTRA:DRW3
XTRA:DRW3Medical Equipment

Assessing Drägerwerk KGaA (XTRA:DRW3) Valuation After Strong Recent Share Price Momentum

Drägerwerk KGaA (XTRA:DRW3) has attracted fresh attention after recent share price moves, with the stock closing at €90. Investors are weighing this level against its reported intrinsic discount and past multi year total returns. See our latest analysis for Drägerwerk KGaA. The recent 22.45% 1 month share price return and 30.81% 3 month share price return suggest positive momentum is building, while the 68.56% 1 year total shareholder return highlights how strongly the move to €90 fits into a...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check As Mixed Returns Contrast With Low P/E Multiple

Volkswagen stock: key figures catching investor attention Volkswagen (XTRA:VOW3) has been drawing interest as investors weigh its recent share performance against current fundamentals, including €326.0b in revenue, €6,735.0m in net income, and a value score of 5. The shares last closed at €103.10, with a 1 day return of 0.78% and a 7 day return of 2.33%. Over the past month the stock shows a 0.58% decline, while the past 3 months reflect a 5.57% gain. Year to date, Volkswagen shows a 3.15%...
XTRA:ENR
XTRA:ENRElectrical

Assessing Siemens Energy (XTRA:ENR) Valuation After Record Orders And €1b U.S. Expansion Plan

Siemens Energy (XTRA:ENR) is back in focus after reporting first quarter 2026 results, record order intake and a €146b backlog, alongside a planned $1b expansion of U.S. manufacturing capacity. See our latest analysis for Siemens Energy. The latest results, the €1b U.S. expansion plan and renewed focus on Siemens Gamesa come after a sharp re-rating, with a 30 day share price return of 23.82% and a very large 3 year total shareholder return that signals strong positive momentum rather than a...
XTRA:EOAN
XTRA:EOANIntegrated Utilities

DWS Stake Rise In E.ON Highlights Institutional Influence And Valuation Picture

DWS Investment GmbH has increased its stake in E.ON SE, taking its voting rights above the 3% threshold. The change in major shareholding brings a larger institutional presence into E.ON’s shareholder base. E.ON (XTRA:EOAN), trading at €18.325, has seen strong share price performance in recent periods, with the stock up 4.7% over the past week, 9.9% over the past month and 11.4% year to date. Over longer horizons, the shares show gains of 65.6% over 1 year, 107.0% over 3 years and 161.3%...