Shares from the defense sector such as Rheinmetall, Renk and Hensoldt record course increases at the start of the week. Experts see strong tailwind.
• Strong demand in the armaments sector
• Analyst optimistic: boom should stop
• Shares of Renk, Hensoldt and Rheinmetall with winning
Political impulses secure the armor boom
The German defense industry benefits from a special position in financial policy. By exceptions to the debt brake, investments in armor can also be financed in the long term. According to the labor market researcher Enzo Weber from the Institute for Labor Market and Vocational Research (IAB), a “permanent upswing” of the industry is secured. A study even assumes that up to 200,000 new jobs could arise if Germany increases its defense spending from two to three percent of GDP, as the shareholder reports.
Shares of Rheinmetall, Renk and Hensoldt on the upper
Rheinmetall continues to convince with a strong order stock and increasing sales. In addition to the Leopard 2 program, the group recently received 23 new mountains “buffalo” for the Bundeswehr to deliver. While the Rheinmetall share has so far been able to grow by more than 190 percent via Xetra this year, this Monday is at times a further 1.38 percent up to 1,768.50 euros.
Renk also reports strong growth – the order books of the tank gear specialist are well filled for the next few years. On Monday, the papers are in the meantime by 2.33 percent high to 68.13 euros – over the year there is an increase of over 272 percent on the spa board.
Hensoldt benefits from rising orders for radar systems and is now aiming for sales of six billion euros by 2030. Here too there is a clear positive trend: After the paper has been more expensive since the beginning of the year, the increase in the course also temporarily increases 1.00 percent to 91.30 euros on Monday.
No relaxation for conflicts in sight
At the weekend, Russia had attacked Ukraine with a record number of combat drones, marching air bodies and rockets. The Russian attacks hit the capital Kyiv particularly hard. The Ukrainian President Wolodymyr Selenskyj once again asked the global community for decided reactions, in particular on tougher sanctions against Russia. US President Donald Trump is able to impose further Russia sanctions. However, there were no concrete statements from him.
In the Middle East, the Israeli Minister of Defense Israel Katz once again expressed a sharp warning to the Islamist terrorist organization Hamas before an offensive in the city of Gaza. “Today a huge hurricane will break over the sky of the city of Gaza and the roofs of the terroric high-rise buildings will shake,” wrote Katz in a post on the platform X. Previously, Trump had already spoken a “last warning” to Hamas to force a diplomatic solution shortly before Israel.
At a joint corporate conference with Commerzbank, it was shown that the armaments sector currently looks best, experts from the investment bank ODDO BHF wrote. The labor market researcher Enzo Weber expects a long -lasting upswing from the Germans Armaments. The upward trend will be sustainable and continued to go to many years, the expert from the Institute for Labor Market and Vocational Research (IAB) in Nuremberg told the German Press Agency.
Meanwhile, the US investment house Jefferies left the classification for Rheinmetall after a meeting with investor relation managers. The continued valid price target of 2250 euros is more than a quarter above the current level of evaluation. In November or December there will probably be more clarity about the German budget in 2026, whereby the focus is already on ammunition, wrote expert Chloe Lemarie. From this year’s final district, high order incoming is to be expected. A perspective for 2030 and beyond will probably be given on a capital market day in November.
Labor market as a growth factor
The industry is booming not only on the stock exchange, but also on the job market, as N-TV reports. In 2021, around 59,000 applications were received by Rheinmetall, and this number rose to 175,000 by 2024. The group is currently recruiting around 500 new employees every month, especially in the areas of production, IT and research & development. Renk also significantly expands his workforce. At the same time, the industry is experiencing an image change: armaments companies are increasingly perceived as a technologically innovative employer with long -term career perspectives.
Permanent boom with opportunities and duties
Weber emphasizes that the high state funds not only spent, but also to be used for competition, innovation and industrial renewal. This could not only benefit from geopolitical crises, but also serve as a driver for technological development and added value in Germany.
The shares of Rheinmetall, Renk and Hensoldt reflect the upward trend that experts see for the entire industry. With a political tail wind, strong demand and a growing labor market, the defense boom could still last for years.
Redaktion finanzen.net with material from dpa-afx
Selected leverage products on Hensoldt
With knock-outs, speculative investors can participate disproportionately in price movements. Simply choose the desired lever and we will show you suitable open-end products on Hensoldt
The lever must be between 2 and 20
Advertising