Germany's TKMS posts slight profit beat in H1 on submarines, sonar units - Finance news and analysis from Global Banking & Finance Review
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Germany's TKMS posts slight profit beat in H1 on submarines, sonar units

Published by Global Banking & Finance Review

Posted on May 11, 2026

2 min read

· Last updated: May 11, 2026

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Germany's TKMS hits record $24 billion order backlog as defence boom continues

TKMS Reports Record Order Backlog Amid Rising Global Defence Spending

FRANKFURT, May 11 (Reuters) - TKMS's order backlog hit a fresh record, the German warship builder said on Monday, as demand for weapons continues to surge across European to cut military dependence on the United States.

Company Background and Market Performance

TKMS, which is majority-owned by German engineering conglomerate Thyssenkrupp, has been riding a boom in defence stocks following a stock market listing in October.

Impact of Global Conflicts on Defence Spending

"The Russian war of aggression against Ukraine and the military conflicts in the Middle East between Israel, the USA and Iran have led to a permanent increase in global defence spending," the company said in its quarterly report.

Financial Highlights and Order Backlog Growth

Its order backlog rose to 20.6 billion euros ($24.2 billion) at the end of March, up from 18.7 billion at the end of December, the company said. The submarine and sonar technology divisions helped it to post higher-than-expected first-half sales and profits, it added.

Profit and Sales Performance

Adjusted operating profit during the six months through March rose 13.2% to 60 million euros, while sales climbed 10.2% to 1.17 billion. Analysts in a company-provided poll had, on average, expected operating profit of 59 million euros and sales of 1.10 billion.

Stock Market Response

Shares in the company, which have gained nearly one fifth year-to-date, were indicated to open 2.2% in pre-market trade at 0538 GMT.

Additional Information

($1 = 0.8508 euros)

($1 = 0.8508 euros)

(Reporting by Christoph SteitzEditing by Ludwig Burger)

Key Takeaways

  • Record order backlog supports outlook – TKMS hit a record €18.7 billion (~$22 billion) backlog in Q1 and raised full‑year revenue growth guidance to 2–5 % over prior baseline (tkmsgroup.com).
  • Geopolitical tensions fueling demand – surging defense budgets across Europe, propelled by the war in Ukraine and U.S. pressure, underpin robust demand for maritime capabilities (investing.com).
  • Strategic expansion underway – TKMS is exploring joint submarine production with Spain’s Navantia, further enhancing its European integration and capacity (cincodias.elpais.com)

References

Frequently Asked Questions

What drove TKMS's higher profit in the first half?
TKMS's higher profit was driven by strong performance in its submarine and sonar technology divisions, reflecting increased demand for weapons across Europe.
How much did TKMS's operating profit and sales increase?
First-half adjusted operating profit rose 13.2% to 60 million euros, while sales climbed 10.2% to 1.17 billion euros.
Did TKMS exceed analysts' expectations in H1?
Yes, TKMS's operating profit and sales both slightly exceeded the average analyst expectations.
What is the reported exchange rate for TKMS's earnings?
The reported exchange rate is $1 equals 0.8486 euros.

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