TKMS/€TKMS

1D1W1MYTD1Y5YMAX

About TKMS

Ticker
€TKMS
Primary listing
XETRA
Employees
9,115
Headquarters
Kiel, Germany

TKMS Metrics

BasicAdvanced
€5.3B
65.13
€1.27
-
-

Bulls say / Bears say

TKMS raised FY2025/26 sales-growth guidance to 10%-12% from 2%-5% and lifted its expected adjusted EBIT margin to as much as 6.5%, its second outlook increase in six months. (Reuters)
The order backlog remains exceptionally strong at approximately €20.1 billion, while nine-month sales increased 19% and adjusted EBIT rose 13%; this provides substantial revenue visibility for the submarine, surface-vessel and electronics businesses. (TKMS)
Canada selected TKMS as preferred supplier for up to 12 patrol submarines in a procurement described by the Canadian government as its largest-ever defense purchase; successful negotiations could materially expand TKMS's backlog and international production footprint. (Government of Canada)
TKMS trades at a demanding valuation: approximately 39.6x forecast FY2026 earnings and 31.2x FY2027 earnings, leaving limited room for execution disappointments or slower defense-order conversion. (MarketScreener)
Cash generation has weakened materially during the order-book ramp-up: nine-month free cash flow was negative €204 million versus positive €631 million a year earlier, reflecting planned project-execution cash outflows and creating working-capital risk. (TKMS)
Execution and cost pressure remain important risks. TKMS reported higher administrative expenses from the spin-off, wage increases and capacity expansion, while the Surface Vessels segment's adjusted EBIT fell to €18 million from €23 million in the first half. (TKMS)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.

Funds containing TKMS

AllEURGBPUSD
Funds
Fund name
Fund size
€TKMS weighting
iShares MDAX€EXID
€34M1.31%
iShares MDAX€EXS3
€1.5B1.30%
Wisdomtree Europe Defence£WDEP
£4.2B1.22%
VanEck Defense€DFEN
€2.8B0.64%
Vaneck Defense£DFNG
£2.4B0.64%
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.