By Redaktion ad-hoc-news.de
Publication Date: 2026-05-19 02:00:00
Hensoldt Q1: revenue +25%, EBITDA +50%; AGM agenda includes IBM AI deal, luWES bid, €1B expansion. Stock stuck near €74.50, analyst targets up to €110.
Hensoldt heads into its annual general meeting on May 22 with a stack of strategic initiatives and a quarterly earnings beat that underscores the operational momentum of Germany’s leading sensor and radar specialist. Yet the stock remains stuck near €74.50, more than a third below its 52-week peak, as investors weigh near-term execution against a €1 billion capacity expansion and two major software-driven bets.
The first quarter delivered a 25% jump in revenue to €496 million, propelled by rising European defence budgets. Adjusted EBITDA climbed nearly 50% to €44 million, lifting the margin to 8.9%. A seasonal net loss of €0.16 per share narrowed from a year earlier, and analysts expect a full-year swing to earnings of €1.78 per share — supporting the proposed dividend of €0.55, which will…