OHB SE Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw record order backlog above €3.35 billion, 15% revenue growth, and improved profitability. Major contract wins, expansion across Europe, and ongoing investments support a positive outlook amid strong market demand and increased defense spending.
Fiscal Year 2025
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Strong order intake and revenue growth in 2025, with all-time high backlog and expanding operations across Europe. Outlook for 2026 remains positive, targeting further revenue and profitability increases, supported by robust institutional demand and new contracts.
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Record order backlog and over 21% revenue growth highlight robust performance, with strong profitability and strategic expansion in space systems and infrastructure. Guidance points to continued growth, supported by rising European space and defense budgets.
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Strong H1 2025 performance with 20% revenue growth, record EUR 3B+ order backlog, and major ESA contract wins. Adjusted EBITDA rose 13%, and net profit more than doubled. Outlook remains positive, with margin expansion and robust order intake expected.
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Q1 2025 delivered strong order intake, revenue growth, and a 10% rise in adjusted EBITDA, driven by major contracts and successful satellite launches. The outlook remains positive, supported by robust institutional demand and strategic expansion in key segments.
Fiscal Year 2024
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Record order intake and adjusted EBITDA in 2024, with a strong order backlog and robust growth outlook. Revenue was lower due to special effects, but profitability is set to improve, driven by defense and digital segments. Capacity constraints are a risk as hiring accelerates.
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Nine-month 2024 results show record adjusted EBITDA of EUR 72.5 million, strong order intake of EUR 1.479 billion, and a growing backlog. KKR's investment is driving operational improvements, while the company remains vigilant about industry consolidation and supply chain risks.