)
RENK Group (R3NK) investor relations material
RENK Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record order backlog of €6.7B (+34% YoY), revenue of €1.37B (+20% YoY), and adjusted EBIT of €230M (+22% YoY), fully delivering on 2025 guidance despite external headwinds.
Defense business was the main growth driver, with defense revenues up 24% and order intake up 4% (would be 19% adjusting for order shifts).
Operational performance and capacity expansion initiatives, especially in Augsburg and Rheine, are on track, supporting future growth.
Aftermarket business remains strong (35–40% of revenue), with plans to expand share to 40–50% by 2035.
Proposed dividend of €0.58/share (+38% YoY), payout ratio at 41%.
Financial highlights
FY 2025 revenue rose 20% YoY to €1.37B; adjusted EBIT increased 22% to €230M; adjusted EBIT margin improved to 16.9%.
Order intake reached €1.6B (+9% YoY), with a book-to-bill ratio of 1.2; €200M in orders postponed to 2026.
Net debt increased to €391M, leverage improved to 1.5x adjusted EBITDA.
Free cash flow was €67M, impacted by working capital increases due to order timing.
Net income after tax increased to €101.3M from €54.8M in the prior year.
Outlook and guidance
2026 revenue guidance: >€1.5B; adjusted EBIT €255–285M, aiming for upper half.
Midterm targets reconfirmed: organic revenues €2.8–3.2B, adjusted EBIT margin >20%.
Order intake visibility for 2026 is ~€2B, with strong pipeline in land and naval programs.
CapEx to rise to near 5% of revenue in 2026, then near 4% in 2027, supporting growth.
Cash conversion rate target remains above 80% on multi-year average.
Next RENK Group earnings date
Next RENK Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)