# HENSOLDT Expands Defense Production Capacity

At its Capital Markets Day in London on November 10, 2026, German defense-electronics firm HENSOLDT reaffirmed its €6 billion revenue ambition for 2030 and set a €10 billion target for 2035. The company cited a €10.4 billion order backlog and an approximately €110 billion unweighted 2027–2032 pipeline, and said it plans major production-capacity expansion. HENSOLDT expects first customer orders for its MDOcore software from 2027; the announced pipeline is not a set of awarded contracts or guaranteed demand.

- HENSOLDT’s backlog and growth plans are relevant to defense procurement teams assessing supplier capacity and the future availability of defense-electronics capabilities.
- The approximately €110 billion pipeline is unweighted, so contractors and procurement planners should distinguish it from funded requirements or contract awards when forecasting demand.
- Companies supporting defense-electronics production can assess whether their capacity and offerings align with HENSOLDT’s planned expansion. MDOcore customer orders are expected from 2027, with prototype discussions described for three customers.

**Jurisdictions:** international
**Industries:** Defense & Military
**Published:** November 10, 2026

### Government Entities
- Bundeswehr
- North Atlantic Treaty Organization (NATO)
- Federal Government of Germany

### Vendors
- HENSOLDT AG ()

### Key Quotes
> Decisions on many of the programmes that will shape our business in the 2030s will be taken soon.
> — Oliver Dörre, CEO of HENSOLDT

> We now expect growth of 15% to 20% per year as early as 2027 and 2028, and of more than 20% towards the end of the decade.
> — Christian Ladurner, CFO of HENSOLDT

### Sources
- [Capital Markets Day: HENSOLDT confirms revenue ambition of 6 billion euros for 2030 and aims for 10 billion euros in 2035 — TradingView News](https://www.tradingview.com/news/eqs:b1e88fb0a094b:0-capital-markets-day-hensoldt-confirms-revenue-ambition-of-6-billion-euros-for-2030-and-aims-for-10-billion-euros-in-2035) - TradingView