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TKMS

TKMS benefits from Europe's rearmament: Record orders and rising margins meet a demanding valuation.

Stock Snapshot

TKMS_Logo
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CompanyTKMS AG & Co. KGaA
SectorDefense & Aerospace
ThemeNaval Systems & Submarines
Business ModelDevelopment and construction of military submarines, surface vessels, and maritime defense systems
ISINDE000TKMS001
Market Capitalizationapprox. €5.5 billion
UMBRELLA StatusActive
  • Geopolitics
  • Industry
  • Fundamentals
  • Sentiment
  • Technical Analysis

Price Performance (12 Months)

TKMS
Defense & Aerospace

Valuation Analysis: TKMS

ISIN: DE000TKMS001

TKMS impresses in the third quarter of 2025/26 with strong growth and a 19% increase in revenue. Management significantly raises its full-year forecast. An order backlog of approximately EUR 20 billion, the strength of ATLAS ELEKTRONIK and Surface Vessels, and new opportunities in Canada underscore the long-term growth potential of the naval and defense group.
Compass 5 out of 5
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