Rheinmetall AG
These charts show the size of Europe’s defense boom, as companies take stock of the Iran war
Workers assemble a Leonardo AW139 helicopter on the production floor at the Leonardo plant in Varese, Italy, on Thursday, March 20, 2025. Bloomberg | Bloomberg | Getty Images Italian defense firm Leonardo said it is “positioned on a path of strong growth” on Thursday, as European defense companies stand to gain business from the war […]
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Rheinmetall sees sales growth of up to 45% in 2026, says it’s in ‘prime position’ to arm the U.S. amid war in Iran
German Rheinmetall MAN tactical military transport vehicles parked in the Edvard Peperko military barracks. Luka Dakskobler | Lightrocket | Getty Images German arms maker Rheinmetall said it sees this year’s sales growing by as much as 45% as it reported 2025 revenue growing 29% year-over-year, missing expectations. It also said it was in a “prime […]
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German defense firm Renk CEO says Iran war could drive ‘increasing demand’ in the Middle East
The RENK Group is one of the world’s leading suppliers of highly efficient drive and control technology. They develop systems for using high forces and torques to drive vehicles, ships and machines. Customers come from the defense, energy and industrial sectors. (Photo by CHRISTOF STACHE/AFP via Getty Images) Christof Stache | Afp | Getty Images […]
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European defense companies should step up collaboration to fix ‘fragmented’ sector, Leonardo CEO tells CNBC
European defense companies must take a stronger lead on collaborating to help the continent become independent of the U.S. security umbrella, Leonardo‘s CEO told CNBC. Speaking with CNBC’s “Squawk Box Europe” on Wednesday after Leonardo’s annual results statement, Roberto Cingolani said European defense companies have “all the capabilities and technical skills” and should not wait […]
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Germany’s long-awaited fiscal stimulus is finally here — but there’s a defense spending catch, says Goldman Sachs
Germany’s huge fiscal expansion is now starting to show up in macro data, and investors are betting it will turbo-charge European growth in the coming months. But defense spending — a cornerstone of the package — could fall short of the ambitious ramp-up this year, a Goldman Sachs note says. The historic fiscal stimulus plan […]
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Trump-Greenland crisis highlights Europe’s NATO security fears — and puts these four defense stocks in focus
European defense stocks are seen as best-placed to capitalize on the continent’s growing push for military sovereignty, as fears grow over President Donald Trump’s bid to annex Greenland. Analysts at Bernstein have named four they expect to particularly benefit. NATO troops and vessels , including personnel from France and Germany, arrived in Greenland for military […]
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Europe’s new war economy: Greenland, Venezuela fears fuel defense ‘mega-trend’
Investors are piling into a European defense spending “mega-trend,” turbo-charged by a mix of EU, national and private capital funding that’s set to run well into the next decade. As several of Europe’s leading defense stocks surged to near-20% returns in the opening week of 2026, investors now see the sector as a long-term bet, […]
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Rolls-Royce has hit a record high every trading day of 2026. Here’s why
A Rolls-Royce aircraft engine on view during the Hannover Messe industrial trade fair on March 31, 2025. Ronny Hartmann | Afp | Getty Images Rolls-Royce shares have hit fresh record highs every single trading day so far this year, as the aerospace and defense firm reaps benefits from multiple directions – from its exposure to […]
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Defense stocks surge after Trump calls for $1.5 trillion military budget in 2027
Global defense stocks rallied on Thursday, extending gains after U.S. President Donald Trump called for a $1.5 trillion defense budget in 2027. “After the long and difficult negotiations with Senators, Congressmen, Secretaries, and other Political Representatives, I have determined that, for the Good of our Country, especially in these very troubled and dangerous times, our […]
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European defense stocks extend rally amid geopolitical tensions; Leonardo, Renk jump 4%
LONDON — European stocks were in negative territory at the opening bell on Thursday as market nerves linger over U.S. President Donald Trump’s threat to annex Greenland. The pan-European Stoxx 600 was last seen almost 0.3% lower. Global markets have been focused on rising geopolitical tensions this week after the U.S.’ deposing last weekend of […]
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