Hensoldt AG’s presentation at PMRExpo 2025 has brought the spotlight onto the company’s strategic focus on software-defined defense and digitalisation, areas that are increasingly critical for growth in the defense sector. Oberst d.R. Sven Heursch, Head of Software-defined Defence and Head of Digitalisation, outlined the company’s latest advancements and strategies, setting the stage for a deeper exploration of how these initiatives could shape Hensoldt’s investment narrative and future prospects.
To be a Hensoldt shareholder today is to believe in the sustained momentum of European defense spending and the firm’s ability to leverage advancing technologies in digitalisation and software-defined defense. The recent PMRExpo 2025 presentation underscores Hensoldt’s commitment to these technological frontiers, but the most significant short-term catalyst remains whether actual defense budgets and order intake across Europe align with heightened expectations. The biggest risk to this narrative is any reversal or disappointment in defense spending trends, which could pressure anticipated revenue growth.
Hensoldt’s confirmed 2025 revenue guidance of €2,500 million, as of November 22, 2025, aligns with the tech-forward story presented at PMRExpo. This guidance reflects the company’s confidence in its pipeline and demand outlook but also highlights the sensitivity to any shifts in budget allocations or procurement delays across its European customers. Investors should be aware that if European defense budgets fall short of projections, Hensoldt’s revenue growth could be significantly impacted.
Looking ahead, Hensoldt’s narrative projects €3.8 billion in revenue and €353.8 million in earnings by 2028. Achieving this vision requires a 17.7% yearly revenue growth and a €263.8 million increase in earnings from the current €90.0 million. These ambitious targets underscore the company’s growth potential but also the challenges it must overcome to realise this vision.
The Simply Wall St Community’s 12 fair value estimates for Hensoldt AG range from €70 to €130.73, revealing a wide disagreement about the company’s true worth. This disparity highlights the importance of considering various perspectives when evaluating Hensoldt’s potential. Revenue growth remains heavily dependent on sustained defense spending, which could leave expectations vulnerable to shifts in the political or economic climate.
For investors seeking to build their own narrative, it’s essential to consider the broader context of defense spending trends and technological advancements. Hensoldt’s focus on software-defined defense and digitalisation positions it well to capitalize on emerging opportunities, but the path forward is not without risks.
In conclusion, Hensoldt AG’s presentation at PMRExpo 2025 has reinforced its commitment to innovation in defense technology. While the company’s growth prospects are promising, they are contingent on sustained defense spending and successful execution of its strategic initiatives. Investors should carefully weigh these factors when evaluating Hensoldt’s potential as an investment opportunity.