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TKMS
TKMS (TKMS) investor relations material
TKMS Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary11 Feb, 2026
Executive summary
Achieved inclusion in the MDAX index shortly after spin-off and stock market debut, joining Germany’s 90 largest listed companies.
Order backlog reached a record €18.7 billion by end of December 2025, with sales coverage at 8.6x and stable financial KPIs.
Revenue for Q1 25/26 was €545 million, with adjusted EBIT of €26 million and a margin of 4.8%.
Free cash flow was €33 million, down from a prior year’s extraordinary quarter driven by large prepayments.
Key operational milestones included MoUs with Canadian firms for submarine production, successful technology demonstrations, and major new orders from Norway and Germany.
Financial highlights
Revenue stable year-over-year at €545 million, reflecting typical project-based volatility.
Adjusted EBIT flat at €26 million, with margin slightly improved to 4.8% from 4.7%.
Net income for Q1 25/26 was €4 million, compared to €24 million in Q1 24/25.
Operating cash flow was €58 million, with liquidity remaining strong at nearly €1.5 billion.
Book-to-bill ratio at 1.7, indicating strong order intake relative to sales.
Outlook and guidance
Upgraded revenue guidance for FY 2025/26 to +2% to +5% growth, up from -1% to +2%.
Adjusted EBIT margin expected above 6%, with consensus at 6.3%.
Midterm guidance reaffirmed: ~10% sales CAGR, EBIT margin above 7%, and dividend payout ratio of 30%-50%.
Cumulative free cash flow of over €400 million targeted over three years.
Q1 cash flow decline drivers
Submarines segment EBIT decline drivers
Wismar ramp-up risks impact on sales forecast
GNYK bid: What specific capacity gaps does it address?
Atlas Elektronik: How sustainable is its Q1 growth?
Canada submarine program: Beyond product, what wins?
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Next TKMS earnings date
Q2 25/2612 May, 2026
TKMS
Next TKMS earnings date
Q2 25/2612 May, 2026
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