Germany · Delayed Price · Currency is EUR TKMS AG & Co KGaA Earnings Call Transcripts
Fiscal Year 2026
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Solid H1 performance with 10% sales growth, 14% EBIT increase, and a record EUR 20.6 billion order backlog. Guidance for sales and margin growth confirmed, with strong segment results and robust liquidity supporting future expansion.
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A leading naval supplier highlighted strong market position, robust €20 billion order backlog, and significant pipeline opportunities that could double future orders. Margin expansion is expected as legacy contracts phase out, high-margin segments grow, and new contracts include inflation protection.
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Order backlog hit a record EUR 18.7 billion, with stable revenue and improved margins. Upgraded guidance now expects 2%-5% revenue growth and EBIT margin above 6%, supported by strong segment performance and robust cash generation.
Fiscal Year 2025
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Record order intake and robust financials marked the first year as an independent company, with strong growth in submarines and Atlas Elektronik. Outlook remains positive, with a back-end loaded growth profile and continued margin expansion expected.
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The company is executing a transformation focused on prudent, margin-oriented growth, leveraging a record €18.6 billion order backlog and doubling submarine capacity by 2027. Strategic independence, robust financials, and innovation in AI, autonomy, and naval systems position it as a leading integrated naval powerhouse.