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Frankfurt Xetra Cycle Hub

German cyclical stocks tracked by PMI, NATO defence, EUR 10Y and SCFI signals. Rheinmetall leads with +767% — the best cycle return in the DAX.

25+Stocks

5Signals

68/100Cycle Score

51.4PMI now

View all Frankfurt stocks Live signals

Sectors All stocks

NATO / PMI

Defence

Rheinmetall · MTU Aero · Airbus

NEUTRAL

PMI / Steel

Industrials

Siemens · BASF · ThyssenKrupp

Top stocks by signal All stocks

RHM

Rheinmetall

NATO DefenceNEUTRAL

+767%

HLAG

Hapag-Lloyd

SCFINEUTRAL

+476%

LHA

Lufthansa

Flying HoursSELL

+184%

ENR

Siemens Energy

PMINEUTRAL

+159%

TKA

ThyssenKrupp

Steel HRCNEUTRAL

+83%

SIE

Siemens

PMINEUTRAL

+49%

BAS

BASF

PMINEUTRAL

+29%

HDMG

HeidelbergMaterials

PMINEUTRAL

+44%

BMW

Analysis

GUIDE

Frankfurt Xetra Investor Guide

Complete guide to cyclical investing on Frankfurt Xetra

DEFENCE

Rheinmetall — +767% Cycle Return

Europe's fastest-growing defence company — NATO spending supercycle

ENERGY

Siemens Energy — PMI Cycle

Grid infrastructure and energy transition PMI play

CHEMICALS

BASF — PMI and Urea Cycle

World's largest chemical company — PMI and gas price signals

COMPARISON

Oslo Bors vs Frankfurt

Norwegian vs German cyclicals — which market for commodity cycles?

OVERVIEW

Frankfurt Cyclical Stocks 2026

All DAX cyclicals ranked by signal history

Key signals for Frankfurt stocks

Global PMI

51.4

Siemens, BASF, Heidelberg, BMW

NATO Defence

2.4% GDP

Rheinmetall, MTU Aero

EUR 10Y Rate

2.93%

RWE, E.ON, German banks

SCFI (Container)

1850

Hapag-Lloyd

Flying Hours

104

Lufthansa, MTU, Airbus

Steel HRC

$90/t

ThyssenKrupp, Salzgitter

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