The earnings call highlighted strong order intake and revenue growth, along with successful financial structuring efforts. However, there were challenges related to temporary productivity issues in the Sensors segment, negative free cash flow, and strategic challenges within the South African entity.

Company Guidance -

Q3 2025

During the Hensoldt AG H1 Results 2025 Analyst Conference Call, the company reaffirmed its guidance for fiscal year 2025, highlighting a robust order intake and strong financial performance. The order intake reached EUR 1.4 billion, with revenue increasing by 11% to EUR 944 million. The adjusted EBITDA was EUR 107 million, reflecting a margin of 11.3%. The company reported a record order backlog exceeding EUR 7 billion, with a book-to-bill ratio of 1.5x, providing excellent visibility for future growth. The adjusted free cash flow was negative EUR 181 million, influenced by investments in working capital. Hensoldt expects a revenue range between EUR 2.5 billion and EUR 2.6 billion for the full year, with an adjusted EBITDA margin of around 18% and a cash conversion target of 50% to 60%. The net leverage is anticipated to remain at approximately 1.5x, with a dividend payout ratio between 30% and 40% of adjusted net income.

Strong Order Backlog

Order intake in H1 2025 reached EUR 1.5 billion, lifting the order backlog to a record of EUR 7 billion.

Significant Revenue Growth

Group revenue increased by 11% to EUR 944 million, driven by sustained strong momentum of the Optronics business.

Adjusted EBITDA and Margin

Adjusted EBITDA increased to EUR 107 million with an adjusted EBITDA margin of 11.3%.

Successful Promissory Note Loan Issuance

Hensoldt successfully issued its promissory note loan, securing EUR 300 million at the lower end of the pricing range.

Growth in Optronics Business

Optronics achieved a strong order intake of EUR 164 million, primarily driven by ground-based systems and self-protection systems.

HENSOLDT AG (DE:HAG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:HAG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	0.81 / -	-0.16	―	―	―
Jul 31, 2025	2025 (Q2)	0.19 / -0.10	-0.085	-17.65% (-0.01)	―	―
May 07, 2025	2025 (Q1)	-0.22 / -0.26	-0.13	-100.00% (-0.13)	―	―
Feb 27, 2025	2024 (Q4)	1.40 / 1.54	0.565	172.57% (+0.98)	―	―
Nov 06, 2024	2024 (Q3)	0.22 / -0.16	-0.16	0.00% (0.00)	―	―
Jul 26, 2024	2024 (Q2)	0.11 / -0.09	0.134	-163.43% (-0.22)	―	―
May 07, 2024	2024 (Q1)	-0.07 / -0.13	-0.105	-23.81% (-0.03)	―	―
Feb 23, 2024	2023 (Q4)	1.11 / 0.56	0.74	-23.65% (-0.18)	―	―
Nov 09, 2023	2023 (Q3)	0.46 / 0.12	0.152	-18.42% (-0.03)	―	―
Jul 28, 2023	2023 (Q2)	0.22 / 0.13	0.03	346.67% (+0.10)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:HAG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	€92.65	€96.10	+3.72%
May 07, 2025	€69.40	€68.70	-1.01%
Feb 27, 2025	€50.66	€53.19	+4.99%
Nov 06, 2024	€31.68	€32.27	+1.86%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does HENSOLDT AG (DE:HAG) report earnings?

HENSOLDT AG (DE:HAG) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is HENSOLDT AG (DE:HAG) earnings time?

HENSOLDT AG (DE:HAG) earnings time is at Nov 07, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of HENSOLDT AG stock?

The P/E ratio of HENSOLDT AG is N/A.

What is DE:HAG EPS forecast?

DE:HAG EPS forecast for the fiscal quarter 2025 (Q3) is 0.81.

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