
What smart money is saying about Hensoldt AG
1 fund in our archive has pitched Hensoldt AG — most recently Royal London Global Equity Income Fund in December 2025.
Hensoldt AG, together with its subsidiaries, provides defense and security electronic sensor solutions worldwide. It offers air surveillance, airborne, ground based, security, naval and coastal, and space radars; identification friend or foe and secure data links; and commercial shipping solutions. The company also provides airborne, vehicle, surveillance, and maritime optronics; space optics; optronic sensor devices; and sights, scopes, and night-vision attachments. In addition, it offers electronic support/SIGINT products, receivers, direction finders, electronic attackers/jammers, self-protection EW software suites and ground support stations, and electronic warfare systems. Further, the company provides avionics, including airborne computing, flight and mission data recording and management, connectivity, mission management/pilot assistance, video management, unmanned, mission planning support, data analysis and evaluation, and cloud solutions, as well as integrated airborne solutions; and counter UAV solutions, and command and control software products. Additionally, it offers products and system support, simulation, and training services; and antenna, cabling, shelter, and tester solutions. The company is headquartered in Taufkirchen, Germany.
Get an email when a fund writes about it
Fund coverage · 1 thesis
- Royal London Global Equity Income FundDecember 2025
Hensoldt is a European defence electronics firm with strong sensor and EW positioning, robust orders, and budget tailwinds supporting long-term value creation.
Read the full thesis
Read every full thesis on Hensoldt AG
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→