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.
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Markets
Safran defence electronics see strong demand as aerospace group raises guidance
The French aerospace group has revised its profit guidance to €6.5 billion, expecting mid-teen revenue growth. Its business wing including defence saw revenues rise 14%.
Markets
Dassault Aviation profits skyrocket on Rafale exports
Defence accounted for 71% of the group's sales, reaching €4.2 billion and pushing profit to €330 million. New orders meanwhile fell from €8 billion to…
Markets
Airbus defence orders double as European rearmament drives demand
Defence orders rose to €9.3 billion in the first half of the year, the strongest growth across the group.
Markets
Thales raises outlook as defence orders surge
French defence and aerospace group Thales raised its full-year outlook on Thursday after reporting a 21% jump in first-half order intake, comfortably beating analyst forecasts…
M&A
Tank maker KNDS clears path for €18bn IPO after France and Germany agree equal ownership
Franco-German defence group poised to become one of Europe’s largest listed defence companies after Paris and Berlin resolve longstanding governance dispute France and Germany have…
Funding
EIB and state lenders mull defence infrastructure fund
Early discussions from group representing over €300 billion could lead to significant funding for Europe's industrial revival.
Markets
Renault to manufacture drones under French defence programme
French carmaker Renault is set to manufacture long-range military drones for the French armed forces under a new defence partnership with defence company Turgis Gaillard, marking a…
Funding
Europe’s first labelled defence bond oversubscribed nearly fourfold
France’s state investment bank Bpifrance has raised €1bn through a labelled defence bond, with the five-year issue attracting €3.8bn in orders from 98 institutional investors…