Kongsberg

Kongsberg and Oceaneering were selected for the Combat Autonomous Maritime Platform program of the US Defense Innovation Unit. The partners are to develop an extra-large unmanned underwater vehicle and will focus on concept definition, system architecture and modular, interoperable designs with rapid integration. The design is to be submitted in the third quarter. Oceaneering’s stock has posted strong gains this year and is trading near its 52-week high. » Więcej na de.investing.com

At its capital markets day Kongsberg announced ambitious targets: revenue is to rise from NOK 33 billion to NOK 100 billion by 2029 and NOK 150 billion by 2033, and the operating margin should be above 16%. The company says it has the necessary capacity and supply chains to meet demand. The stock initially rose but then turned negative, falling about 3.2%, weighed down by a risk-off mood from escalating Middle East conflicts, uncertainty around tech stocks and upcoming inflation data. Outlook for 2026 depends on order intake, margin resilience and macro risks such as interest rates, geopolitics and currency effects. » Więcej na de.investing.com

Germany has signed a government contract for the delivery of Joint Strike Missiles from Norway for its F-35 fighter jets worth about €324 million. The cruise missiles are specially developed for the F-35 and hit well-defended targets at sea and on land over long distances with high precision. Kongsberg shares rose in Oslo; Rheinmetall, RENK, HENSOLDT and TKMS also recorded significant gains. » Więcej na finanzen.net

Kongsberg reported first-quarter revenue of NOK 9.20 billion, up 26% year-on-year, but below analysts' expectations of NOK 11.36 billion. EBIT rose 55% to NOK 1.54 billion, with an EBIT margin of 16.6%. Order intake more than doubled to NOK 27 billion, including a major order from Poland worth NOK 16 billion for drone defense systems. The company expects revenue growth in 2026 above the 2025 level, supported by record-high demand for defense products. » Więcej na de.investing.com

Kongsberg Maritime reported for Q4 2025 an EPS of $1.97 (forecast $11.47) and revenue of $9.59 billion (forecast $16.13 billion), with both metrics well below expectations. Despite the negative surprise, the stock climbed 3.95% to $381.53, driven by confidence in its strong market position, more than doubled revenue and order growth since 2021, and ongoing expansion and restructuring plans. Management emphasizes a focus on integrated systems, energy efficiency and the shift to an operating structure with two divisions to strengthen future growth. » Więcej na de.investing.com