Hensoldt AG Earnings Recaps
Q3 2025
Nov 8, 2025
Hensoldt reports robust 9M 2025 results with order intake exceeding EUR 2 billion, driven by strong demand in the defense sector and a strategic boost from key contracts.
Key takeaways
- Order intake reached over EUR 2 billion, up 9% year-over-year, marking a strong defense budget momentum.
- Revenue grew to EUR 1.5 billion, with core revenue increasing by 14%, enhancing confidence in future growth.
- Record order backlog of EUR 7.1 billion, supported by a book-to-bill ratio of 1.3x, providing excellent visibility into upcoming quarters.
- Adjusted EBITDA rose to EUR 211 million, with a margin of 13.7%, bolstered by synergies from recent acquisitions.
- Significant contracts in the pipeline, including a EUR 850 million sustainment contract for the P-8 Poseidon program and a new production site to increase capacity.