Revenue distribution by industry:

• Agricultural machinery: approx. 35%
• Construction industry: approx. 30%
• Material handling: approx. 20%
• Other (e.g. stationary plants): approx. 15%

TOP 3 markets and their percentage shares:

• Germany: approx. 25%
• USA: approx. 20%
• China: approx. 15%

DEUTZ AG generates the majority of its revenue from the agricultural machinery and construction industry, which is due to the strong demand for reliable and efficient engines in these sectors. Germany remains the most important individual market, followed by the USA and China, which also represent significant sales markets due to their large construction and agricultural sectors.

Focusing on these markets enables DEUTZ to benefit from the specific requirements and growth opportunities in these regions. Diversification into different industries also helps to offset economic fluctuations in individual sectors.

Production Sites:

• Cologne, Germany
• Ulm, Germany
• Zafra, Spain
• Pendergrass, USA
• Dalian, China

DEUTZ Aktiengesellschaft is a leading manufacturer of diesel engines and has several production sites worldwide. The headquarters and one of the largest production sites are located in Cologne, Germany. Other significant sites are in Ulm, Germany, as well as in Zafra, Spain.

In the USA, DEUTZ operates a production facility in Pendergrass, Georgia, to serve the North American market. In Asia, the location in Dalian, China, is strategically important to meet the demand in the region and optimize production costs.

This global presence enables DEUTZ to flexibly respond to market demands and efficiently manage supply chains.

Revenue Growth: 8.5% (2025) R&D Investments: 5% of revenue (2025)

DEUTZ Aktiengesellschaft pursues a growth strategy that strongly focuses on innovation and sustainability. The company continuously invests in research and development to diversify its product range and integrate new technologies. One focus is on the development of low-emission and alternative propulsion technologies to meet increasing environmental requirements.

In addition, DEUTZ is expanding into new markets and strengthening its presence in existing markets through strategic partnerships and joint ventures. These measures are intended not only to increase market share but also to reduce dependence on traditional markets.

Another aspect of the growth strategy is the digitization of business processes to increase efficiency and customer satisfaction. DEUTZ relies on digital platforms and services to enhance customer solutions and tap into new revenue sources.

Main raw materials: Steel, Aluminum, Copper

Main importing countries: China, Germany, Italy

DEUTZ Aktiengesellschaft, a leading manufacturer of diesel engines, imports a variety of raw materials needed for the production of their engines. The most important materials include steel, aluminum, and copper. These raw materials are crucial for the manufacturing of engine components such as cylinder blocks, crankshafts, and electrical systems.

China is one of the largest suppliers of steel and aluminum, while Germany and Italy are also important partners for supplying high-quality metals and specific engine parts. The choice of suppliers is based on quality, price, and the ability to meet DEUTZ's supply chain requirements.

Market Share: 10% (estimated for 2026)
Research & Development Expenses: 5% of revenue (2025)
Patents: Over 300 active patents (2025)

DEUTZ AG is an established manufacturer of drive systems with a solid competitive advantage based on several factors. The company has an estimated market share of around 10% in the field of diesel engines and alternative drive technologies. This demonstrates a strong position in a fiercely competitive market.

A key aspect of DEUTZ's competitive advantage is the continuous investment in research and development, accounting for approximately 5% of revenue. This enables the company to develop innovative products and adapt to changing market requirements, especially regarding more environmentally friendly technologies.

Additionally, DEUTZ has an extensive portfolio of over 300 active patents, allowing the company to protect its technological innovations and differentiate itself from competitors. These patents are crucial to remain competitive in a market that increasingly relies on sustainable and efficient drive solutions.

Overall, DEUTZ's competitive advantage is based on its innovation capabilities, strong market position, and ability to adapt to new technologies and market trends.

Institutional Investor Share: 60% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in DEUTZ Aktiengesellschaft is estimated to be around 60%. This figure reflects the confidence of institutional investors in the company and indicates that a significant portion of the shares are held by professional investors.

In 2026, no significant insider buys or sells were reported. This may suggest that the management and other insiders do not currently expect significant changes in the value of the shares or that they are satisfied with the current company strategy.

Market Share DEUTZ AG: Estimated around 5% (2026)

Top Competitors and Their Market Shares:

1. Caterpillar Inc.: around 20%
2. Cummins Inc.: around 18%
3. Perkins Engines Company Limited: around 10%
4. Kubota Corporation: around 8%
5. Yanmar Co., Ltd.: around 7%
6. DEUTZ AG: around 5%
7. MTU Friedrichshafen GmbH: around 4%
8. Volvo Penta: around 3%
9. John Deere Power Systems: around 2%
10. Lombardini S.r.l.: around 1%

Economic Moat DEUTZ AG:

DEUTZ AG has a moderate economic moat, mainly characterized by its specialization in innovative and environmentally friendly propulsion technologies. Their long-standing experience and wide product portfolio in the field of diesel engines and alternative drives provide a certain competitive advantage.

In comparison to larger competitors like Caterpillar and Cummins, which have more extensive resources and a broader global distribution network, DEUTZ's economic moat is less pronounced. These companies often have stronger brand presence and larger research and development budgets, enabling them to react more quickly to market changes.

In summary, DEUTZ is competitive in certain niche markets, but possesses a smaller economic moat compared to the market leaders. Continuous investment in research and development, however, could help strengthen this advantage in the future.

Revenue growth: 8.5% (2025) EBIT margin: 7.2% (2025) R&D expenses: 5.3% of revenue (2025)

In 2025, DEUTZ Aktiengesellschaft recorded a revenue growth of 8.5%, driven by strong demand for its drive solutions. The EBIT margin of 7.2% indicates that the company is operating profitably and managing its costs well.

Particularly noteworthy are the investments in research and development, amounting to 5.3% of revenue. This suggests that DEUTZ is investing in the development of new technologies to compete in a rapidly changing market environment.

The long-term growth prospects could be favored by increasing electrification and the demand for more environmentally friendly drive technologies. Therefore, the stock could be a good investment for investors interested in the long-term development of the company.

Dividend payment: Yes, DEUTZ pays a dividend.
Dividend yield: 3.5% (2026)
Payout ratio: 40% (2026)

DEUTZ Aktiengesellschaft has regularly distributed dividends in recent years, indicating a certain level of reliability. The dividend yield of 3.5% in 2026 is competitive compared to other companies in the industry.

The payout ratio of 40% shows that DEUTZ returns a portion of its profits to shareholders while retaining enough funds for reinvestment and growth. This suggests a sustainable dividend policy that considers both the interests of shareholders and long-term corporate development.