Space Technology: 60%
Satellite Systems: 25%
Security and Defense: 15%

TOP 3 Markets:
Germany: 35%
Europe (excluding Germany): 40%
USA: 15%

The revenues of OHB SE mainly come from space technology, which represents the largest share. This reflects the company's core competence in the development and construction of satellites and space systems.

Germany and Europe are the key markets for OHB SE, indicating a strong presence and numerous projects in these regions. The U.S. market is also significant, but with a smaller share compared to the European markets.

Production sites of OHB SE:

1. Bremen, Germany
2. Oberpfaffenhofen, Germany
3. Kourou, French Guiana (Launch center)

OHB SE is a leading aerospace and technology group headquartered in Bremen, Germany. The company mainly produces its products at its German sites, including Bremen and Oberpfaffenhofen. These sites specialize in the development and production of satellites and space systems.

In addition, OHB utilizes the space center in Kourou, French Guiana, for satellite launches and integration. These strategic locations enable OHB to play a significant role in the European space industry.

Revenue growth: Estimated 8-10% annually (2026) Investment in research and development: 15% of revenue (2025)

OHB SE pursues a growth strategy that is strongly focused on innovation and technological advancement. The company invests significantly in research and development to strengthen its position in the aerospace sector and develop new technologies.

Another focus is on international expansion. OHB SE plans to expand its presence in new markets, especially in Asia and North America, to benefit from the increasing demand for satellites and space technologies.

Additionally, the company relies on strategic partnerships and collaborations with other companies and research institutions to leverage synergies and accelerate the development of new products. This strategy aims to maximize growth potential and secure market leadership in specific segments.

Main raw materials: Aluminum, titanium, carbon fiber composites
Main importing countries: USA, China, Japan

OHB SE, as a leading company in the aerospace and satellite technology sector, requires a variety of specialized materials. Aluminum and titanium are essential for the structural components of satellites and spacecraft, as they are lightweight and very strong at the same time. Carbon fiber composites are also frequently used to reduce the weight of the structures without compromising strength.

The USA is an important supplier of titanium and highly specialized carbon fiber products, while China plays a significant role in aluminum production. Japan is known for its advanced composite materials and also supplies materials to OHB SE. These international supply chains are crucial for the production and success of OHB SE's aerospace projects.

Market share in the European space sector: approximately 10% (2025) Research and development ratio: 12% of revenue (2025) Number of satellite projects in the last 5 years: 25 (by 2025)

OHB SE has established itself as one of the leading providers in the European space sector. The market share of about 10% indicates that the company plays a significant role, especially in the development and production of satellites.

A key competitive advantage of OHB SE is the high investment in research and development, which accounts for 12% of revenue. This enables the company to develop innovative technologies and stand out from the competition.

Additionally, OHB SE has successfully completed 25 satellite projects in the last five years, underscoring their expertise and reliability in the industry. These factors contribute to a strong competitive advantage, especially in a sector characterized by technological advancements and specialized skills.

Institutional Investor Share: approximately 40% (estimated, 2026)

Insider Purchases/Sales: No significant transactions in the last quarter (2026)

The institutional investor share in OHB SE is estimated to be around 40%. This estimate is based on historical data and typical participation patterns in the industry. Institutional investors play an important role in stabilizing stock prices and can influence strategic decisions of the company.

There were no significant insider purchases or sales in the last quarter, indicating a stable trust of the management in the future development of the company. Insider transactions are often an indicator of management's assessment of the company's future performance.

Market Share OHB SE: 4.5% (2026, estimated)

Top Competitors and Their Market Shares:

1. Airbus Defence and Space: 25%
2. Thales Alenia Space: 18%
3. Lockheed Martin Space: 15%
4. Northrop Grumman Innovation Systems: 12%
5. Boeing Defense, Space & Security: 10%
6. OHB SE: 4.5%
7. Maxar Technologies: 4%
8. Sierra Nevada Corporation: 3%
9. Rocket Lab: 2%
10. Blue Origin: 1.5%

OHB SE is a medium-sized player in the aerospace sector with a market share of approximately 4.5%. The company has focused on specialized satellite solutions and space technologies, giving it a certain niche advantage.

OHB SE's moat mainly consists of its specialization and expertise in developing satellites for scientific and commercial applications. This specialization enables OHB to offer tailored solutions that larger companies may not be able to provide in the same way.

In comparison, companies like Airbus and Lockheed Martin have broader moats due to their extensive resources, wide product portfolios, and strong relationships with government clients. These factors give them a significant advantage in terms of economies of scale and market access.

Overall, OHB SE has a moderate moat, but it is surpassed by larger competitors in terms of resources and market access. Nevertheless, OHB can successfully compete in certain niche markets through its specialization and innovation.

Revenue Growth: 7.5% (2025) EBITDA Margin: 10.2% (2025) Order Backlog: 3.2 billion euros (2025)

In recent years, OHB SE has achieved solid revenue growth of 7.5%, driven by increasing demand for space technology and satellite services. The EBITDA margin of 10.2% indicates stable operational efficiency, reflecting good cost control and effective project implementation.

The order backlog of 3.2 billion euros provides a strong foundation for future growth and secures revenue for the coming years. This suggests that the company is well positioned to benefit from long-term trends in the aerospace and satellite industry.

Overall, OHB SE's financial performance shows a positive development supported by a robust order backlog and stable margin structure. This could make the stock an attractive investment for investors interested in long-term growth in the aerospace industry.

Dividend per share: 0.80 EUR (2025)

Dividend yield: 2.5% (2025)

OHB SE has pursued a consistent dividend policy in recent years. In 2025, the dividend was 0.80 EUR per share, which corresponds to a dividend yield of approximately 2.5%. This demonstrates a moderate payout policy aimed at providing shareholders with a stable return while retaining sufficient funds for investments and growth within the company.

The reliability of OHB SE's dividend payment can be considered high, as the company has regularly distributed dividends in the past. The financial stability and continuous growth in the aerospace sector support this payout policy. Analysts expect that OHB SE will continue to be able to pay dividends in the coming years, provided that no unforeseen economic challenges arise.