Eversheds Sutherland Defence industry outlook
We're pleased to share our Defence Outlook, providing a snapshot of key market developments, investment momentum and M&A activity across Europe's rapidly evolving defence sector.
The European defence sector has entered a new phase of growth. Rising defence budgets, the replenishment of stockpiles and the acceleration of EU/NATO programmes are driving broad-based demand – while the sector continues to face capacity constraints and a need for further investment.
Investor sentiment has shifted rapidly: defence and dual-use technologies are now seen as increasingly attractive, which is reflected in a pick-up in both funding rounds and M&A activity, including across the Nordics and in Finland. Key themes in the market today include the ability to scale production, resilient supply chains, and technologies with both civilian and defence applications (e.g., space, sensors, cyber, AI and autonomous systems).
Download the full report below to dive deeper into the trends reshaping Europe's defence sector. If you would like to discuss the topic further, please don't hesitate to get in touch.
Download the full report here.