Die Erholung setzte sich auch im Q3/25 fort, Q3/25-Konzernumsatz stieg (in CC) mit 10,6 % YoY auf € 843 Mio. Das Q3/25-adj.EPS wuchs auf € 1,08 (+25,3 % YoY); das adj. EBITDA (wg. Volumen+ Mix) auf € 246,9 Mio. (+14,8 %; Marge 29,3 %; Vj.: 27,1 %). Die rollierende Book-to-Bill-Ratio (temporärer, ergänzender KPI) – habe sich wie die 8 Quartale zuvor verbessert – und liege für 9M/25 „über 100 %“. Die (Umsatz-) Guidance FY25 wird um ca. 100 BP angehoben; das Margenziel konkretisiert („etwas übe...
The recovery continued in Q3/25, with Q3/25 consolidated sales rising (in CC) by 10.6 % YoY to €843 million. Q3/25 adj. EPS grew to €1.08 (+25.3 % YoY); adj. EBITDA (due to volume+ mix) to €246.9 million (+14.8%; margin 29.3%; previous year: 27.1%). The rolling book-to-bill ratio (temporary, supplementary KPI) improved, as it had in the previous eight quarters, and stood at ‘over 100%’ for 9M/25. The (revenue) guidance for FY25 is raised by approximately 100 BP; the margin target is specified (‘...
While the DAX year-to-date has clearly outperformed most of the large European and US indexes (except the IBEX), many corporates presenting at the 16th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, were still focused on the macroeconomic environment, geopolitical tensions and tariffs and the related impact on their sectors. Unsurprisingly, the clearly most positive sector was defence. For others, the picture was more mixed inside the sectors. Based on the feedb...
ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 88 German small, mid and large cap companies. Among the companies which presented during the first day, we highlight, notably, positive feedback from Adesso, BASF, Befesa, Commerzbank, Fresenius Medical Care, Fresenius SE, Fuchs, Hannover RE, Hensoldt, Implenia, Sartorius, Schott Pharma, Tonies and Zalando ADESSO (+) - Positive ...
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