HENSOLDT

Hensoldt has shown strong performance with a 48.4% YTD return, driven by both organic and inorganic growth, outperforming the S&P 500. Recent earnings report highlights a 45% increase in order intake and a 21% rise in revenues, with significant contributions from the ESG acquisition. Financial guidance for 2024 includes a book-to-bill ratio of 1.2x, expected revenues of €2.3 billion, and margins of 18-19%.» Mehr auf seekingalpha.com

Hensoldt AG (OTCPK:HAGHY) Q3 2024 Earnings Conference Call November 6, 2024 8:00 AM ET Company Participants Veronika Endres - Head of Group Reporting & IR Christian Ladurner – CFO Conference Call Participants Unidentified Analyst - Bank of America Simon Keller - HAIB Christophe Menard - Deutsche Bank Sash Tusa - Agency Partners David Perry - J.P. Morgan Chase Yan Derocles - Oddo BHF Operator Ladies and gentlemen, welcome to the Nine Months Results 2024 Analyst Conference Call.» Mehr auf seekingalpha.com

Hensoldt AG shows strong growth in H1 2024 with a 27% increase in order intake and 17% revenue growth, driven by organic and inorganic factors. The company confirms 2024 guidance with expected organic revenue growth of 8.3% and adjusted EBITDA margins of 19%-20%, excluding ESG contributions. Key risks include potential reductions in Ukraine's defense budgets and shareholder dilution due to past capital raises for acquisitions.» Mehr auf seekingalpha.com