潜艇制造商TKMS订单积压达创纪录220亿美元

Group 1 - The core point of the article is that TKMS has reached a record backlog of $22 billion and has raised its sales forecast for 2026 due to increased demand for naval vessels amid escalating geopolitical tensions [1][3] - The company benefits from the ongoing trend of defense stocks being favored by investors, influenced by the Ukraine war and U.S. pressure on Europe to enhance military capabilities [1][3] - The growth momentum is also attributed to the spin-off from its former parent company Thyssenkrupp, allowing TKMS to more effectively participate in global submarine tender projects worth billions of euros, particularly in India and Canada [1][3] Group 2 - TKMS CEO Oliver Burkhard stated that the demand for advanced maritime defense capabilities remains high due to the current geopolitical situation [2][4] - The company expects sales to grow by 2% to 5% in 2026, an increase from the previous forecast of a decline of 1% to an increase of 2%, which is above the average forecast of 2.9% from LSEG [2][4] - Financial results show a 1% decline in sales for Q1 of the fiscal year 2025, amounting to €545 million ($649 million), with adjusted operating profit remaining stable at €26 million, while the company aims for an operating profit margin exceeding 6% this year [2][4]