Earnings Update: Hensoldt AG (ETR:HAG) Just Reported Its Half-Year Results And Analysts Are Updating Their Forecasts

Investors in Hensoldt AG (ETR:HAG) had a good week, as its shares rose 3.6% to close at €87.44 following the release of its half-yearly results. It was a workmanlike result, with revenues of €1.2b coming in 4.2% ahead of expectations, and statutory earnings per share of €0.77, in line with analyst appraisals. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Taking into account the latest results, the current consensus from Hensoldt's 13 analysts is for revenues of €2.78b in 2026. This would reflect an okay 3.7% increase on its revenue over the past 12 months. Per-share earnings are expected to bounce 42% to €1.48. Yet prior to the latest earnings, the analysts had been anticipated revenues of €2.76b and earnings per share (EPS) of €1.46 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for Hensoldt

There were no changes to revenue or earnings estimates or the price target of €90.37, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Hensoldt, with the most bullish analyst valuing it at €105 and the most bearish at €62.00 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Hensoldt's past performance and to peers in the same industry. We would highlight that Hensoldt's revenue growth is expected to slow, with the forecast 7.5% annualised growth rate until the end of 2026 being well below the historical 13% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 21% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Hensoldt.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at €90.37, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Hensoldt going out to 2028, and you can see them free on our platform here..

However, before you get too enthused, we've discovered 2 warning signs for Hensoldt that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.