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Hensoldt: Why The Market Is Too Focused On 2026 And Not 2030

Hensoldt AG ADR remains a buy despite a 10% decline following Investor Day, with long-term upside driven by European defense spending and electronics demand. The company's growth profile is back-end loaded, with revenue acceleration and margin expansion expected to intensify after 2026, supported by Operations 2.0 capacity expansion. Near-term headwinds include higher CapEx, rising R&D, and softer margin…

Seeking Alpha • Jan 8, 2026

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