Germany · Delayed Price · Currency is EUR Hensoldt AG Earnings Call Transcripts
Fiscal Year 2025
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Record order intake and backlog in 2025 drove double-digit growth in revenue and EBITDA, with strong cash flow and margin expansion. Structural demand from higher European defense budgets underpins robust 2026 guidance and multi-year growth, supported by strategic partnerships and capacity investments.
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Raised 2030 revenue target to EUR 6 billion, driven by strong defense spending, software-defined solutions, and international expansion. Operational and digital capacity is scaling rapidly, with robust order backlog and recurring revenue streams supporting long-term growth and profitability.
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Order intake and revenue grew strongly in the first nine months, with a record order backlog and major contract wins in both Sensors and Optronics. Guidance for 2025 was raised, with higher book-to-bill and EBITDA margin targets, supported by capacity expansion and strong market demand.
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Order intake and revenue grew strongly in H1 2025, with a record order backlog and solid margins. Guidance for 2025 is reaffirmed, supported by rising German defense spending and ongoing transformation programs. Major contracts and further growth are expected in H2.
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Q1 2025 saw strong order intake and revenue growth, with robust performance in Optronics and Sensors despite temporary logistics impacts. Guidance for 2025 is confirmed, and midterm growth targets are raised, supported by increased defense budgets and strategic partnerships.
Fiscal Year 2024
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Order intake and revenue surged in 2024, with profitability and cash flow exceeding guidance. Strong demand, major contract wins, and successful integration of ESG underpin robust growth, while 2025 guidance anticipates continued expansion and margin improvement.
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North Star strategy targets €5 billion in revenues by 2030, driven by operational excellence, international expansion, and pioneering Software-Defined Defense. Financial guidance includes 10% annual organic growth, 18–20% EBITDA margin, and high revenue visibility, while sustainability and talent development remain key priorities.
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Strong order intake and revenue growth were driven by robust demand in sensors and Optronics, with adjusted EBITDA up 24% and a record order backlog of EUR 6.5 billion. Guidance for 2024 was raised, and integration of ESG is on track, supporting long-term growth.
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Revenue grew 17% and order intake rose 27% in H1 2024, driving a record EUR 6.6 billion backlog. Integration of ESG is on track, with strong contributions to orders and profitability. Guidance for 2024 is confirmed, with further growth expected in H2.