Hensoldt posts record results—yet its stock price is plummeting. Order intake has doubled, and the order book is at a historic high of 9.8 billion EUR—and yet the stock is trading 38% below its all-time high. When will the trend reverse? The company reported the strongest quarterly start in its history for Q1 2026 — while the F126 frigate shock has dragged down the entire German defense sector. Executive Board member Oliver Dörre most recently purchased company shares on June 29—a signal that investors should take seriously. Hensoldt builds the eyes and ears of all modern weapons systems—regardless of which manufacturer wins the vehicle contract.
Key points:
- Q1 2026: Order intake up 112% to 1.483 billion EUR—strongest quarterly start in history
- Order backlog: EUR 9.8 billion (all-time high) — book-to-bill ratio of 3.0
- Revenue Q1 2026: +25% YoY — EBITDA margin +90 basis points to approx. 19%
- Share price: approx. 71 EUR — −38% from all-time high (117.70 EUR, October 2025)
- Insider purchase: Executive Board member Oliver Dörre purchased company shares on June 29, 2026
- Analysts’ average price target: 84–90 EUR — up to 27% upside potential
Would this $HAG (-1,48%) already a buy for you?
