Initiation of Coverage- Soaring Ahead with Next-Gen Sensor Breakthroughs!

 Hensoldt AG has demonstrated a strong performance for the first quarter of 2025, capitalizing on the shifting geopolitical landscape and increased defense spending in Europe. The company has reported a solid order intake of EUR 701 million, driven by contracts like the Eurofighter Mk1 rebaselining and the Spanish Eurofighter Halcon program. This performance underscores Hensoldt’s strategic alignment with the increased defense budget initiatives, particularly in Germany, aimed at boosting self-sufficiency in defense capabilities. The ReArm Europe initiative and changes in Germany’s fiscal policies reflect a significant shift towards enhanced military spending, creating a favorable environment for Hensoldt’s growth.