Hensoldt’s Profit Rebound Hinges on Q2 Numbers as Shares Climb Off Lows
Published on 07/31/2026 at 03:01 | Redaktion boerse-global.de
The defence electronics group Hensoldt is set to release its second-quarter results today, with analysts forecasting a return to profitability after a loss in the same period last year. The company’s stock has staged a notable recovery from its 52-week trough, but the bar for a positive market reaction has been raised by the recent rally.
Shares closed at €83.92 yesterday, a gain of roughly 33% from the June 26 low of €63.12. Over the past 30 days, the stock has climbed 18.23%, while the relative strength index of 65.3 points to upward momentum without signalling overbought conditions. Still, the stock remains 27% below its all-time high of €115.10, set in October 2025.
The consensus among analysts points to earnings per share of €0.141 for the April-to-June period, compared with a loss of €0.100 a year earlier. Revenue is expected to rise 18.46% to €650.3 million, up from €549.0 million in the second quarter of 2025. If confirmed, the figures would mark the first quarterly profit of the current financial year, following a net loss in the first quarter.
Should investors sell immediately? Or is it worth buying Hensoldt?
For the full year, the outlook is more ambitious. A poll of 13 analysts yields an average earnings forecast of €1.82 per share, more than double the €0.770 reported for 2025. Revenue is seen reaching €2.76 billion, compared with €2.46 billion last year. Dividend expectations have also risen, with projections of €0.697 per share for 2026, up from €0.550 for the prior year.
The first-quarter results already offered a glimpse of the trajectory. Revenue climbed to €496 million from €395 million a year earlier, while the net loss narrowed to €19 million from €30 million. Management reaffirmed its full-year guidance, describing the planning as “unchanged conservative.” The company targets revenue of around €2.75 billion for 2026 and an operating margin between 18.5% and 19.0%, up from 18.4% in 2025.
Investors will be watching closely whether Hensoldt can convert its substantial order backlog into revenue and free cash flow. The broader market backdrop adds an extra layer of sensitivity: the DAX edged lower on Thursday as traders digested the Federal Reserve’s decision to hold interest rates steady, a factor that could amplify the share price reaction to Hensoldt’s report.
The stock’s recent run-up means that any disappointment relative to expectations could trigger a sharp reversal. Conversely, a strong set of numbers that confirms the anticipated growth trajectory might extend the rally. Either way, the session ahead promises to be a decisive one for the defence electronics group.
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