Analysis
First-half 2026 results unpicked: order book heaven
The first-half results are now in for Europe's biggest defence and aerospace companies and the continent's rearmament push is creating enormous order backlogs.
Section
Analysis
In-depth analysis of European defence spending, investment, capital and financing, from government budgets and multinational programmes to private markets and industry trends.
Analysis
Inside SAFE: how the EU’s €150bn defence loan machine is working
With Greece the fifth recipient of SAFE financing last week, the rollout of the EU's defence financing tool has been quick, but uneven.
Analysis
Understanding Europe’s defence funding maze: A guide for investors and contractors
From SAFE to ASAP, a guide to the EU’s overlapping defence funding initiatives, showing how money flows, who can access it, and what it means…
Analysis
Explainer: What Europe’s new defence bonds mean for investors and industry
Europe has issued its first labelled defence bonds, marking a shift in how private capital is mobilised to support the continent’s defence sector. The bonds,…