OHB SE Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw record order backlog above EUR 3.35 billion and 15% revenue growth year-over-year, driven by major contract wins and ongoing expansion. Adjusted EBITDA margin reached 9.7%, with continued investments in facilities and workforce.
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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Record order backlog and strong revenue growth marked the first half of 2025, driven by major contract wins and successful project execution. Margin expansion is underway, supported by operational improvements and robust demand, though hiring remains a key challenge.
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Q1 2025 delivered strong revenue growth, a record order backlog, and robust adjusted EBITDA, driven by major contracts and expansion into new markets. The outlook remains positive, with rising institutional demand and strategic investments supporting future growth.
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.