The MDAX group is not completely immune to the negative effects of the customs conflict, even though demand for filling and packaging technology is comparatively less affected by economic fluctuations. Customers from the food and beverage industry continue to be keen to invest, and there are only isolated delays in investment decisions. Incoming orders therefore remained at a good level in Q2 at EUR 1.3 billion and were only 1% below the previous year's figure. According to CEO Christoph Klenk, many projects from international customers are in the pipeline, with Krones benefiting from its regionally balanced customer structure and its broad range of products and services.

$KRN (-1,35%)

Krones reports positive Q2 and H1 2025 figures.

Order intake falls slightly despite stable demand.

Share falls due to missed analyst estimates.

Krones is a leading global supplier of machines and lines for filling, packaging and process technology in the food and beverage industry. The Neutraubling-based company serves customers in the brewing, beverage, food, chemical, pharmaceutical and cosmetics industries, among others.

Between 2018 and 2024, turnover and profit rose from 3,854 to 5,294 million euros and from 151 to 277 million euros respectively. The Group has recovered well from the business slump in the coronavirus year 2020.

The company recently reported its figures for the second quarter and first half of 2025:

Krones with positive quarterly & half-year figures 2025

Krones' revenue and profit grew slightly by 0.6% to €1,316.5 million and 1% to €69.9 million respectively in the second quarter of 2025, while order intake fell by 1.2%.

In the first half of 2025, the results were significantly more positive with an increase in turnover and profit of 6.7% to 2,726.5 million euros and 8.0% to 145.8 million euros respectively, while order intake fell slightly by 2.2%.

Despite geopolitical risks, rising tariffs, supply chain problems and global trade conflicts, Krones reports a sustained high willingness to invest on the part of its customers, particularly in the less cyclical food and beverage sector.

customers' willingness to invest.

Have you heard about the latest analysis by Berenberg Bank? The private bank has lowered the target price for KRONES AG ($KRN (-1,35%)) from 154 to 150 euros, but the rating remains at "Buy". Analyst Benjamin Thielmann sees the company's figures as solid and expects a promising outlook.

Despite a setback in the share price on the day of the report, he sees this as an opportunity to get in. So if you are interested in the development of KRONES, now could be a good time to invest.

Take a look at the various leverage products that can help you to profit disproportionately from price movements. Leverage between 2 and 20 offers you different options for your investment strategy.

What do you think about the current situation at KRONES? Will you be keeping an eye on the share?

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⬇️⬇️⬇️

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Earnings summary this morning (05.11.) 👇🏼

Krones | $KRN (-1,35%) increases both sales and operating profit in the third quarter, with EBITDA growing by almost 22% to almost 135 million euros. The company confirms its forecast and benefits from improved material availability.

Uniper | $UN01 generates a profit of just under EUR 1.3 billion in the first nine months of 2024, but significantly less than in the previous year. The energy group confirms its outlook for the year with an expected net profit of EUR 1.1 to 1.5 billion.

Hugo Boss | $BOSS (-0,99%) recorded a slight increase in sales of 1% to 1.03 billion euros in the third quarter despite a slump in consumption in China, but EBIT fell by 7% to 95 million euros. The Group confirms its annual targets despite higher sales and marketing costs.

Fraport | $FRA (-0,51%) is lowering its expectations for passenger numbers in 2024 to the lower end of the range of 61 million passengers and is targeting EBITDA in the middle of the previous forecast of 1.26 to 1.36 billion euros. In the summer quarter, revenue rose by 11%, while operating profit only increased by 1%.

Fresenius Medical Care | $FRE (+0,08%) increases operating profit in the third quarter by 43 % to 463 million euros, which is attributable to successful cost savings. The company raises its forecast for adjusted operating profit, but expects a slight decline in sales.

Redcare Pharmacy | $RDC (+0,25%) reports a decline in adjusted EBITDA to 11.4 million euros in the third quarter and increases the loss for the first nine months to 20.1 million euros. The company confirms adjusted annual targets and expects a lower operating profit due to higher advertising expenditure for the e-prescription.

DHL | $DHL (-0,32%) reports a decline in profit of almost 7% to 751 million euros for the third quarter and lowers its forecast for operating profit in 2024 and 2026. Revenue increases by 6% to 20.6 billion euros, while EBIT remains stable at 1.4 billion euros.

Norma Group | $NOEJ (-1,84%) is revising its annual targets downwards and now expects sales of around EUR 1.2 billion and an adjusted EBIT margin of around 8.0 percent due to a challenging market environment. In the third quarter, the company recorded a decline in sales of 7.9% to 273.6 million euros and a drop in profit to 6.1 million euros.

Nintendo | $7974 (-2,04%)
Q2 24 Earnings:

- Net Income 27.70B Yen (est 49.4B Yen)

- Sees FY Oper Income 360.00B Yen, Saw 400.00B Yen

- Sees FY Total Switch Sales 12.50M Units, Saw 13.50M

Adecco | $ADEN (+0,04%) 24 Earnings:

- Net Income EU99.0M (est EU86.8M)

- Rev EU5.70B (est EU5.84B)

- Adj EBITA EU186.0M (est EU195M)

- Plans To Repay EU430M Debt Maturing In Dec 24

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (-3,39%)

+411% Rheinmetall $RHM (+3,03%)

+329% Redcare Pharmacy $RDC (+0,25%)

+326% ATOSS Software $AOF (-1,54%)

+262% PNE $PNE3 (-0,21%)

+258% Mutares $MUX (+0,09%)

+232% Energiekontor $EKT (-0,79%)

+231% GFT Technologies $GFT (+0%)

+230% Elmos Semiconductor $ELG (-3,03%)

+229% Adtran Networks $ADV (-0,24%)

+161% Commerzbank $CBK (+1,21%)

+146% Krones $KRN (-1,35%)

+131% Hella $HLE (-0,06%)

+126% Munich Re $MUV2 (-0,18%)

+125% Deutsche Bank $DBK (-0,83%)

+111% VERBIO $VBK (-0,19%)

+111% KSB (Vz) $KSB (+0%)

+109% Infineon $IFX (-4,13%)

+109% Siemens $SIE (+0,26%)

+107% Talanx $TLX (-0,08%)

+103% Encavis $ECV

+100% SFC Energy $SFC

+95% Nemetschek $NEM (-1,62%)

+93% Aixtron $AIXA (-2,46%)

+90% flatexDEGIRO $FTK (-1,25%)

+84% SAP $SAP (-1,89%)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.

+++ Earnings summary this morning, 31.07. +++

Adidas $ADS (-1,53%) achieved sales of €5.8 billion in the second quarter (previous year: €5.3 billion), EBIT of €346 million (previous year: €176 million) and net profit from continuing operations of €211 million (previous year: €96 million).

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KRONES $KRN (-1,35%) achieves revenue of €1.31 billion in Q2 (previous year: +16.7%, analyst forecast: €1.295 billion); EBITDA of €130.8 million (previous year: +22.8%, forecast: €130 million) and net profit of €69.2 million (previous year: +19.5%). Outlook for 2024 confirmed.

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Auto1 Group $AG1 (+0,59%) achieved sales of €1.52 billion in the second quarter (previous year: €1.34 billion, analyst forecast: €1.45 billion), sales of 166,292 vehicles (previous year: €141,682 vehicles); gross profit of €173.3 million (previous year: €127.8 million) and EBITDA (adjusted) of €20.7 million (previous year: -€14.8 million, forecast: €9.7 million).

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TEAMVIEWER $TMV (-0,44%) achieved revenue of €164.1 million in the second quarter (previous year: €154.2 million, forecast: €163.3 million), EBITDA (adjusted) of €67.5 million (previous year: €63.8 million, forecast: €64.3 million) and net profit of €26.5 million (previous year: €34.0 million). Outlook for 2024 confirmed.

-

Fresenius $FRE (+0,08%) achieved adjusted sales of €5.41 billion (previous year: €5.1 billion, forecast: €5.27 billion), EBIT (adjusted) of €660 million (previous year: €571 million, forecast: €626 million) and adjusted net income after minority interests of €457 million (previous year: €393 million, forecast: €404 million) in the second quarter. Outlook confirmed.

-

Siemens Healthineers $SHL (-0,28%) achieved sales of €5.4 billion in the third quarter (previous year: €5.2 billion, forecast: €5.5 billion), EBIT (adjusted) of €825 million (previous year: €758 million, forecast: €856 million) and net profit of €472 million (previous year: €451 million). Outlook confirmed.

-

Nemetschek $NEM (-1,62%) confirms key figures for Q2 with revenue of €227.7m, EBITDA of €61.4m and outlook for 2024.

-

Lufthansa $LHA (-0,75%) achieves revenue of €10.01bn (previous year: €9.38bn), EBIT (adjusted) of €686m (previous year: €1.1bn) and net profit of €469m (previous year: €881m) in Q2. Outlook confirmed on July 12.

-

KION $KGX (-1,51%) achieved revenue of €2.9 billion in the second quarter (previous year: €2.8 billion, forecast: €2.9 billion), EBIT (adjusted) of €220.3 million (previous year: €192.3 million, forecast: €218 million) and a net profit of €70.7 million (previous year: €72.8 million).

$KRN (-1,35%)

I guess that didn't go as planned....

Krones must leave index

https://www.mittelbayerische.de/nachrichten/wirtschaft/harte-entscheidung-der-deutschen-boerse-krones-muss-index-verlassen-14267795

Good figures.

Good outlook.

Board of Management is buying.

I'm going with a first tranche....

Thanks for marking @InvestmentPapa

I am a field service technician for labeling machines at the market leader $KRN (-1,35%)

I have had the opportunity to work for several listed manufacturers, a small selection:

Pernod Ricards, LVMH, Coca Cola (Mostly)

PepsiCo, Unilever, Berentzen (Emsland love) Diageo, AbInbev, Carlsberg etc.

In principle, everything that is filled into a container and labeled, whereby in Germany the non-listed manufacturers are still in the majority, e.g. the Schwarzgruppe, which expands its production capacities every year.

Enclosed is a best off of the failures at work😉

- Customer ignores the bottles falling off the line

- Snow in Wisconsin

- Drive to Navi in Serbia

- New production line Coke South Africa

- 2 Fails with wrong settings at a machine output of 84,000 per hour

- Customer tampered with filler, one load of Coke had to be run on gully ~ 2000 liters

I nominate @FrauManu & @Divmann & @six & @Howsy

#börsengehandelteralltag