(Reuters) -German defence electronics group Hensoldt on Friday reported a sharp rise in orders in the first nine months of 2025, as demand for sensors and optronics rose.
Order intake rose 8.7% year-on-year to 2.02 billion euros ($2.36 billion) during the period. The company’s order backlog hit a record 7.1 billion euros, which it said provided visibility for future growth.
The results offer evidence that Germany’s “Zeitenwende” (turning point) policy to overhaul its military is translating into concrete orders for companies in its domestic industry.
Hensoldt, a specialist in sensors and radar systems for platforms like the Eurofighter jet, is a primary beneficiary of the country’s 100-billion-euro special defence fund.
The company last month upgraded its margin forecast, in part due to the anticipation of major contracts from Germany’s armed forces.
To meet its revenue guidance of around 2.5 billion euros Hensoldt needs to generate roughly 964 million euros of revenues in the fourth quarter, a historically strong period for the group.
Under chief executive Oliver Dörre, a former army officer who took the helm in April 2024, Hensoldt has committed to a major capacity expansion, announcing in September plans to invest around 1 billion euros over the next two years to meet the anticpated uptick in demand.
($1 = 0.8575 euros)
(Reporting by Maria Rugamer, Editing by Matt Scuffham)
