Shareholders of Hensoldt AG (ETR:HAG) will be pleased this week, given that the stock price is up 15% to €52.35 following its latest yearly results. Revenues were €2.2b, with Hensoldt reporting some 2.9% below analyst expectations. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
Check out our latest analysis for Hensoldt
After the latest results, the nine analysts covering Hensoldt are now predicting revenues of €2.61b in 2025. If met, this would reflect a notable 16% improvement in revenue compared to the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of €2.65b and earnings per share (EPS) of €1.53 in 2025. So we can see that while the consensus made no real change to its revenue estimates, it also no longer provides an earnings per share estimate. This suggests that revenues are what the market is focusing on after the latest results.
The average price target rose 17% to €47.59, with the analysts clearly having become more optimistic about Hensoldt'sprospects following these results. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Hensoldt, with the most bullish analyst valuing it at €65.00 and the most bearish at €30.00 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of Hensoldt'shistorical trends, as the 16% annualised revenue growth to the end of 2025 is roughly in line with the 14% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 10% per year. So although Hensoldt is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
The most important thing to take away is that the analysts reconfirmed their revenue estimates for next year, suggesting that the business is performing in line with expectations. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
At least one of Hensoldt's nine analysts has provided estimates out to 2027, which can be seen for free on our platform here.
Before you take the next step you should know about the 2 warning signs for Hensoldt (1 is a bit concerning!) that we have uncovered.
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