Hensoldt Overview
Hensoldt is a leading provider of defense electronics and has established itself through highly specialized solutions in the field of sensor-based security systems and communication solutions. The company continuously invests in modern technologies and has a strong focus on research and development.
Financial Development
In 2024, Hensoldt recorded order intake of 2.9 billion euros, representing an increase of 28% compared to the previous year. Revenue for 2024 was 2.24 billion euros, and revenue of up to 2.6 billion euros is expected for 2025. Net profit increased by 82% to 106 million euros, corresponding to earnings of 0.93 euros per share.
Market Reaction and Forecasts
The Hensoldt share has developed strongly in recent months, with a price increase of over 100% since mid-February 2025. Despite this strong rally, there are differing opinions among analysts. While some analysts have optimistic price targets of up to 69 euros, JP Morgan is more cautious with a target of 50 euros. BNP Paribas recently downgraded the shares, although the price target was raised to 58 euros.
Geopolitical Factors
The geopolitical tensions, particularly in Ukraine and the Middle East, have led to increased defense pressure in Europe. As a leading provider in the field of defense electronics, Hensoldt could benefit from this development in the long term.
Outlook for Investors
Despite the current price gains and the positive financial development, there are uncertainties in the market. Investors should consider the long-term strategic strengths of Hensoldt, which are secured through continuous investments in research and development. The decision to buy or sell the shares depends on individual risk tolerance and investment goals.
Overall, Hensoldt’s shares offer interesting opportunities for investors in the German-speaking region due to their strong financial development and strategic positioning in the defense sector.