TKMS AG & Co. KGaA: insider trades · Germany · BaFin

About TKMS AG & Co. KGaA

TKMS AG & Co. KGaA (ISIN: DE000TKMS001, ticker: TKMS.DE) is a German listed company traded on Xetra/Frankfurt (DAX/MDAX/SDAX), operating at the center of the industrial and defense ecosystem in Germany. The group emerged from the separation of thyssenkrupp’s Marine Systems business and became an independent listed entity in 2025. Its headquarters are in Kiel, a historic hub for naval shipbuilding. TKMS emphasizes more than 185 years of heritage and positions itself not as a pure shipbuilder, but as a provider of integrated maritime defense solutions. TKMS’s business is organized around three main segments: submarines, surface vessels, and ATLAS ELEKTRONIK. The company designs and builds conventional submarines, frigates, corvettes and related naval platforms, while also supplying sonar, sensors, command-and-control systems, mine countermeasure systems, unmanned underwater vehicles, communication systems and software-enabled maritime electronics. Management describes the company as a “system-of-systems” provider, reflecting the growing importance of integrated, networked and highly automated solutions for modern navies. TKMS also highlights its leadership in non-nuclear submarines and its long-standing relationships with more than 50 navies worldwide. Geographically, Kiel remains the core industrial and strategic location, supported by other German sites such as Wismar, Hamburg, Bremen, Koblenz, Wedel, Wilhelmshaven, Flintbek and Emden, as well as international locations including Itajaí in Brazil. A major recent development is the ramp-up of Wismar, which TKMS is turning into a hybrid shipyard for future submarine and surface-vessel programs, expanding production capacity and supporting long-cycle naval projects. This is important for investors because capacity expansion is often a key differentiator in defense shipbuilding, where delivery reliability and qualified industrial infrastructure matter as much as design capability. Recent company disclosures point to a record order backlog, a sharp increase in order intake and improved profitability in fiscal 2024/25. TKMS also confirmed medium-term ambitions including an adjusted EBIT margin above 7%, indicating a constructive outlook supported by European rearmament, fleet modernization cycles and international industrial partnerships. For international equity investors, TKMS is a specialized defense name with long-duration contracts, high capital intensity and a rare strategic position in conventional submarines and naval systems.